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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	830	+20	+2%	$23.8B
2	2 Dover DOV $26B	596	-22	-4%	$9.76B
3	3 Prologis PLD $124B	443	+9	+2%	$19.5B
4	4 Equinix EQIX $98.3B	403	+22	+6%	$15.7B
5	5 Digital Realty Trust DLR $63.8B	399	-4	-1%	$11.3B
6	6 Iron Mountain IRM $33B	352	+5	+1%	$6.29B
7	7 Brookfield BN $80.3B	321	+1	+0.3%	$18.3B
8	8 Flex FLEX $37.1B	298	+3	+1%	$6.03B
9	9 DELISTED DigitalBridge DBRG	235	-7	-3%	$2.93B
10	10 Emcor EME $32.9B	225	-11	-5%	$2.91B
11	CONE 11 DELISTED CyrusOne Inc Common Stock CONE	190	+24	+14%	$1.81B
12	12 Monolithic Power Systems MPWR $61.1B	182	+2	+1%	$1.9B
13	13 Advanced Energy AEIS $10.4B	180	+5	+3%	$1.08B
14	14 Comfort Systems FIX $54.3B	169	+33	+24%	$839M
15	15 Cogent Communications CCOI $395M	154	+2	+1%	$1.5B
16	16 Aaon AAON $6.64B	129	-1	-0.8%	$780M
17	17 Modine Manufacturing MOD $8.38B	125	+3	+2%	$435M
18	18 Telkom Indonesia TLK $12.6B	118	-11	-9%	$1.91B
19	19 FuelCell Energy FCEL $1.13B	112	+5	+5%	$70.6M
20	20 Turkcell TKC $4.38B	91	0	0%	$744M
21	21 VNET Group VNET $1.28B	80	+4	+5%	$935M
22	22 Sterling Infrastructure STRL $13.9B	62	-5	-7%	$50.8M
23	23 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	34	-2	-6%	$110M
24	24 IES Holdings IESC $11.3B	32	+7	+28%	$121M
25	25 Sify Technologies SIFY $882M	20	+2	+11%	$751K