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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	888	+29	+3%	$26.9B
2	2 Dover DOV $26B	602	-9	-1%	$10.9B
3	3 Digital Realty Trust DLR $63.8B	588	+31	+6%	$18.7B
4	4 Prologis PLD $124B	544	+23	+4%	$30.2B
5	5 Equinix EQIX $98.3B	511	+20	+4%	$33.2B
6	6 Iron Mountain IRM $33B	390	+10	+3%	$8.03B
7	7 DELISTED DigitalBridge DBRG	385	+16	+4%	$6.41B
8	8 Brookfield BN $80.3B	363	+10	+3%	$20.7B
9	9 Flex FLEX $37.1B	336	+26	+8%	$8.33B
10	10 Advanced Energy AEIS $10.4B	302	+15	+5%	$2.42B
11	CONE 11 DELISTED CyrusOne Inc Common Stock CONE	300	+19	+7%	$5.15B
12	12 Emcor EME $32.9B	300	-5	-2%	$3.66B
13	13 Monolithic Power Systems MPWR $61.1B	285	-3	-1%	$3.75B
14	14 Cogent Communications CCOI $395M	188	-6	-3%	$1.74B
15	15 Comfort Systems FIX $54.3B	182	-5	-3%	$1.31B
16	16 Telkom Indonesia TLK $12.6B	174	+5	+3%	$2.03B
17	17 Aaon AAON $6.64B	146	-2	-1%	$1.27B
18	18 Modine Manufacturing MOD $8.38B	123	+3	+3%	$696M
19	19 Sterling Infrastructure STRL $13.9B	110	+24	+28%	$277M
20	20 Turkcell TKC $4.38B	95	+6	+7%	$377M
21	21 FuelCell Energy FCEL $1.13B	63	-12	-16%	$10.7M
22	22 IES Holdings IESC $11.3B	57	+3	+6%	$307M
23	23 Solaris Energy Infrastructure SEI $4.57B	55	+55	–	$291M
24	24 VNET Group VNET $1.28B	53	-11	-17%	$111M
25	25 GDS Holdings GDS $5.18B	34	+7	+26%	$141M