← All themes

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	778	-52	-6%	$18.1B
2	2 Dover DOV $26B	561	-35	-6%	$7.95B
3	3 Prologis PLD $124B	425	-18	-4%	$21B
4	4 Equinix EQIX $98.3B	422	+19	+5%	$17.9B
5	5 Digital Realty Trust DLR $63.8B	420	+21	+5%	$11.6B
6	6 Brookfield BN $80.3B	342	+21	+7%	$16.8B
7	7 Iron Mountain IRM $33B	322	-30	-9%	$6.37B
8	8 Flex FLEX $37.1B	283	-15	-5%	$5.52B
9	9 Emcor EME $32.9B	254	+29	+13%	$2.74B
10	10 DELISTED DigitalBridge DBRG	216	-19	-8%	$2.34B
11	CONE 11 DELISTED CyrusOne Inc Common Stock CONE	195	+5	+3%	$2.12B
12	12 Comfort Systems FIX $54.3B	188	+19	+11%	$1B
13	13 Monolithic Power Systems MPWR $61.1B	181	-1	-0.5%	$1.97B
14	14 Advanced Energy AEIS $10.4B	169	-11	-6%	$1.05B
15	15 Cogent Communications CCOI $395M	151	-3	-2%	$1.23B
16	16 Modine Manufacturing MOD $8.38B	126	+1	+0.8%	$322M
17	17 Aaon AAON $6.64B	122	-7	-5%	$658M
18	18 Telkom Indonesia TLK $12.6B	116	-2	-2%	$1.51B
19	19 FuelCell Energy FCEL $1.13B	108	-4	-4%	$49.8M
20	20 Turkcell TKC $4.38B	98	+7	+8%	$549M
21	21 VNET Group VNET $1.28B	80	0	0%	$837M
22	22 Sterling Infrastructure STRL $13.9B	58	-4	-6%	$55.4M
23	23 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	37	+3	+9%	$100M
24	24 IES Holdings IESC $11.3B	29	-3	-9%	$137M
25	25 Sify Technologies SIFY $882M	21	+1	+5%	$528K