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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	815	-6	-0.7%	$20.7B
2	2 Dover DOV $26B	588	+15	+3%	$9.34B
3	3 Digital Realty Trust DLR $63.8B	525	+65	+14%	$19.9B
4	4 Prologis PLD $124B	502	+25	+5%	$26.1B
5	5 Equinix EQIX $98.3B	482	+12	+3%	$28.3B
6	6 Iron Mountain IRM $33B	386	+36	+10%	$8.56B
7	7 Flex FLEX $37.1B	338	+27	+9%	$5.95B
8	8 Brookfield BN $80.3B	331	-10	-3%	$17.8B
9	9 Emcor EME $32.9B	287	+17	+6%	$2.93B
10	CONE 10 DELISTED CyrusOne Inc Common Stock CONE	282	+50	+22%	$4.24B
11	11 Comfort Systems FIX $54.3B	220	+4	+2%	$1.2B
12	12 DELISTED DigitalBridge DBRG	215	-12	-5%	$1.73B
13	13 Monolithic Power Systems MPWR $61.1B	214	+14	+7%	$2.71B
14	14 Advanced Energy AEIS $10.4B	205	+6	+3%	$1.46B
15	15 Cogent Communications CCOI $395M	189	+9	+5%	$1.8B
16	16 Telkom Indonesia TLK $12.6B	150	+6	+4%	$2.31B
17	17 Aaon AAON $6.64B	147	+9	+7%	$863M
18	18 Modine Manufacturing MOD $8.38B	139	+9	+7%	$354M
19	19 Turkcell TKC $4.38B	90	+3	+3%	$514M
20	20 Sterling Infrastructure STRL $13.9B	77	+11	+17%	$81.3M
21	21 FuelCell Energy FCEL $1.13B	76	+1	+1%	$42.9M
22	22 VNET Group VNET $1.28B	69	-13	-16%	$332M
23	23 IES Holdings IESC $11.3B	60	+6	+11%	$222M
24	24 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	39	+3	+8%	$195M
25	25 Riot Platforms RIOT $5.67B	21	+7	+50%	$1.26M