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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

Interconnect & Colocation Liquid Cooling Power for AI

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Eaton ETN $159B	810	-4	-0.5%	$23.6B
2	2 Dover DOV $26B	618	-49	-7%	$10.2B
3	3 Prologis PLD $124B	434	+18	+4%	$22.7B
4	4 Digital Realty Trust DLR $63.8B	403	-8	-2%	$10.6B
5	5 Equinix EQIX $98.3B	381	+37	+11%	$13.3B
6	6 Iron Mountain IRM $33B	347	+8	+2%	$7.18B
7	7 Brookfield BN $80.3B	320	+13	+4%	$18.4B
8	8 Flex FLEX $37.1B	295	-13	-4%	$6.61B
9	9 DELISTED DigitalBridge DBRG	242	+6	+3%	$3.68B
10	10 Emcor EME $32.9B	236	+12	+5%	$2.8B
11	11 Monolithic Power Systems MPWR $61.1B	180	+6	+3%	$1.93B
12	12 Advanced Energy AEIS $10.4B	175	+11	+7%	$1.01B
13	CONE 13 DELISTED CyrusOne Inc Common Stock CONE	166	+15	+10%	$1.11B
14	14 Cogent Communications CCOI $395M	152	+7	+5%	$1.55B
15	15 Comfort Systems FIX $54.3B	136	+5	+4%	$765M
16	16 Aaon AAON $6.64B	130	+4	+3%	$840M
17	17 Telkom Indonesia TLK $12.6B	129	-1	-0.8%	$1.8B
18	18 Modine Manufacturing MOD $8.38B	122	+3	+3%	$545M
19	19 FuelCell Energy FCEL $1.13B	107	-2	-2%	$78.3M
20	20 Turkcell TKC $4.38B	91	-7	-7%	$831M
21	21 VNET Group VNET $1.28B	76	-1	-1%	$854M
22	22 Sterling Infrastructure STRL $13.9B	67	-4	-6%	$61.4M
23	23 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	36	+4	+13%	$107M
24	24 IES Holdings IESC $11.3B	25	-4	-14%	$151M
25	25 Riot Platforms RIOT $5.67B	22	-2	-8%	$2.02M