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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	845	+38	+5%	$22.9B
2	2 Dover DOV $26B	619	+23	+4%	$9.99B
3	3 Digital Realty Trust DLR $63.8B	543	+26	+5%	$17B
4	4 Prologis PLD $124B	507	+17	+3%	$27.5B
5	5 Equinix EQIX $98.3B	484	-5	-1%	$26.1B
6	6 Iron Mountain IRM $33B	374	-8	-2%	$7.14B
7	7 Brookfield BN $80.3B	351	+10	+3%	$17.2B
8	8 Emcor EME $32.9B	334	+33	+11%	$4.08B
9	9 Flex FLEX $37.1B	326	-1	-0.3%	$7.07B
10	CONE 10 DELISTED CyrusOne Inc Common Stock CONE	277	-8	-3%	$3.72B
11	11 Monolithic Power Systems MPWR $61.1B	264	+22	+9%	$3.22B
12	12 Advanced Energy AEIS $10.4B	261	+33	+14%	$2.08B
13	13 Cogent Communications CCOI $395M	200	+11	+6%	$1.81B
14	14 Comfort Systems FIX $54.3B	196	-7	-3%	$1.17B
15	15 DELISTED DigitalBridge DBRG	193	-11	-5%	$2.46B
16	16 Telkom Indonesia TLK $12.6B	166	-1	-0.6%	$1.83B
17	17 Aaon AAON $6.64B	159	+13	+9%	$1.11B
18	18 Modine Manufacturing MOD $8.38B	131	+6	+5%	$608M
19	19 Turkcell TKC $4.38B	92	+6	+7%	$346M
20	20 Sterling Infrastructure STRL $13.9B	84	0	0%	$160M
21	21 FuelCell Energy FCEL $1.13B	78	-2	-3%	$13.6M
22	22 IES Holdings IESC $11.3B	64	+1	+2%	$324M
23	23 VNET Group VNET $1.28B	61	-10	-14%	$173M
24	24 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	35	-1	-3%	$47.7M
25	25 GDS Holdings GDS $5.18B	32	+32	–	$133M