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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 $155B	794	+16	+2%	$18B
2	2 Dover DOV $26B	569	+8	+1%	$8.55B
3	3 Digital Realty Trust DLR $63.6B	454	+34	+8%	$13.2B
4	4 Prologis PLD $122B	445	+20	+5%	$22.6B
5	5 Equinix EQIX $96.9B	438	+16	+4%	$21.4B
6	6 Brookfield BN $81.2B	350	+8	+2%	$16.9B
7	7 Iron Mountain IRM $33.1B	336	+14	+4%	$5.53B
8	8 Flex FLEX $35.3B	300	+17	+6%	$5.72B
9	9 Emcor EME $32B	246	-8	-3%	$2.88B
10	10 DELISTED DigitalBridge DBRG	218	+2	+0.9%	$1.98B
11	11 Comfort Systems FIX $51.6B	205	+17	+9%	$1.04B
12	CONE 12 DELISTED CyrusOne Inc Common Stock CONE	200	+5	+3%	$2.53B
13	13 Monolithic Power Systems MPWR $60.8B	195	+14	+8%	$2.41B
14	14 Advanced Energy AEIS $9.8B	175	+6	+4%	$1.1B
15	15 Cogent Communications CCOI $408M	162	+11	+7%	$1.64B
16	16 Modine Manufacturing MOD $7.98B	128	+2	+2%	$364M
17	17 Aaon AAON $6.19B	127	+5	+4%	$731M
18	18 Telkom Indonesia TLK $12.6B	125	+9	+8%	$1.73B
19	19 Turkcell TKC $4.32B	97	-1	-1%	$491M
20	20 VNET Group VNET $1.24B	83	+3	+4%	$915M
21	21 FuelCell Energy FCEL $1.09B	75	-33	-31%	$27.8M
22	22 Sterling Infrastructure STRL $13.2B	68	+10	+17%	$78.5M
23	23 iShares US Digital Infrastructure and Real Estate ETF IDGT $502M	36	-1	-3%	$174M
24	24 IES Holdings IESC $11B	35	+6	+21%	$194M
25	25 Sify Technologies SIFY $856M	23	+2	+10%	$485K