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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	859	+14	+2%	$25.7B
2	2 Dover DOV $26B	611	-8	-1%	$10.8B
3	3 Digital Realty Trust DLR $63.8B	557	+14	+3%	$17.8B
4	4 Prologis PLD $124B	521	+14	+3%	$26.5B
5	5 Equinix EQIX $98.3B	491	+7	+1%	$31.1B
6	6 Iron Mountain IRM $33B	380	+6	+2%	$8.2B
7	7 DELISTED DigitalBridge DBRG	369	+176	+91%	$5.89B
8	8 Brookfield BN $80.3B	353	+2	+0.6%	$19.7B
9	9 Flex FLEX $37.1B	310	-16	-5%	$8.21B
10	10 Emcor EME $32.9B	305	-29	-9%	$3.53B
11	11 Monolithic Power Systems MPWR $61.1B	288	+24	+9%	$3.53B
12	12 Advanced Energy AEIS $10.4B	287	+26	+10%	$2.58B
13	CONE 13 DELISTED CyrusOne Inc Common Stock CONE	281	+4	+1%	$4.67B
14	14 Cogent Communications CCOI $395M	194	-6	-3%	$1.87B
15	15 Comfort Systems FIX $54.3B	187	-9	-5%	$1.3B
16	16 Telkom Indonesia TLK $12.6B	169	+3	+2%	$1.88B
17	17 Aaon AAON $6.64B	148	-11	-7%	$1.24B
18	18 Modine Manufacturing MOD $8.38B	120	-11	-8%	$517M
19	19 Turkcell TKC $4.38B	89	-3	-3%	$415M
20	20 Sterling Infrastructure STRL $13.9B	86	+2	+2%	$182M
21	21 FuelCell Energy FCEL $1.13B	75	-3	-4%	$11.9M
22	22 VNET Group VNET $1.28B	64	+3	+5%	$123M
23	23 IES Holdings IESC $11.3B	54	-10	-16%	$308M
24	24 iShares US Digital Infrastructure and Real Estate ETF IDGT $505M	31	-4	-11%	$42.1M
25	25 GDS Holdings GDS $5.18B	27	-5	-16%	$3.87B