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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	807	-8	-1%	$22.5B
2	2 Dover DOV $26B	596	+8	+1%	$9.82B
3	3 Digital Realty Trust DLR $63.8B	517	-8	-2%	$18B
4	4 Prologis PLD $124B	490	-12	-2%	$28.6B
5	5 Equinix EQIX $98.3B	489	+7	+1%	$26.6B
6	6 Iron Mountain IRM $33B	382	-4	-1%	$8.14B
7	7 Brookfield BN $80.3B	341	+10	+3%	$18.9B
8	8 Flex FLEX $37.1B	327	-11	-3%	$6.83B
9	9 Emcor EME $32.9B	301	+14	+5%	$3.54B
10	CONE 10 DELISTED CyrusOne Inc Common Stock CONE	285	+3	+1%	$4.01B
11	11 Monolithic Power Systems MPWR $61.1B	242	+28	+13%	$3.19B
12	12 Advanced Energy AEIS $10.4B	228	+23	+11%	$1.81B
13	13 DELISTED DigitalBridge DBRG	204	-11	-5%	$2.19B
14	14 Comfort Systems FIX $54.3B	203	-17	-8%	$1.05B
15	15 Cogent Communications CCOI $395M	189	0	0%	$1.64B
16	16 Telkom Indonesia TLK $12.6B	167	+17	+11%	$2.35B
17	17 Aaon AAON $6.64B	146	-1	-0.7%	$913M
18	18 Modine Manufacturing MOD $8.38B	125	-14	-10%	$478M
19	19 Turkcell TKC $4.38B	86	-4	-4%	$432M
20	20 Sterling Infrastructure STRL $13.9B	84	+7	+9%	$132M
21	21 FuelCell Energy FCEL $1.13B	80	+4	+5%	$41.7M
22	22 VNET Group VNET $1.28B	71	+2	+3%	$283M
23	23 IES Holdings IESC $11.3B	63	+3	+5%	$316M
24	24 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	36	-3	-8%	$104M
25	25 Riot Platforms RIOT $5.67B	23	+2	+10%	$3.2M