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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	821	+27	+3%	$21.8B
2	2 Dover DOV $26B	573	+4	+0.7%	$8.74B
3	3 Prologis PLD $124B	477	+32	+7%	$23B
4	4 Equinix EQIX $98.3B	470	+32	+7%	$24.1B
5	5 Digital Realty Trust DLR $63.8B	460	+6	+1%	$15.1B
6	6 Iron Mountain IRM $33B	350	+14	+4%	$6.92B
7	7 Brookfield BN $80.3B	341	-9	-3%	$18.3B
8	8 Flex FLEX $37.1B	311	+11	+4%	$6.01B
9	9 Emcor EME $32.9B	270	+24	+10%	$2.92B
10	CONE 10 DELISTED CyrusOne Inc Common Stock CONE	232	+32	+16%	$3.43B
11	11 DELISTED DigitalBridge DBRG	227	+9	+4%	$1.85B
12	12 Comfort Systems FIX $54.3B	216	+11	+5%	$1.17B
13	13 Monolithic Power Systems MPWR $61.1B	200	+5	+3%	$2.5B
14	14 Advanced Energy AEIS $10.4B	199	+24	+14%	$1.36B
15	15 Cogent Communications CCOI $395M	180	+18	+11%	$1.85B
16	16 Telkom Indonesia TLK $12.6B	144	+19	+15%	$1.93B
17	17 Aaon AAON $6.64B	138	+11	+9%	$886M
18	18 Modine Manufacturing MOD $8.38B	130	+2	+2%	$437M
19	19 Turkcell TKC $4.38B	87	-10	-10%	$603M
20	20 VNET Group VNET $1.28B	82	-1	-1%	$857M
21	21 FuelCell Energy FCEL $1.13B	75	0	0%	$41.8M
22	22 Sterling Infrastructure STRL $13.9B	66	-2	-3%	$64.5M
23	23 IES Holdings IESC $11.3B	54	+19	+54%	$255M
24	24 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	36	0	0%	$94.1M
25	25 Sify Technologies SIFY $882M	21	-2	-9%	$614K