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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	892	+4	+0.5%	$26.5B
2	2 Digital Realty Trust DLR $63.8B	638	+50	+9%	$24.1B
3	3 Dover DOV $26B	629	+27	+4%	$12.2B
4	4 Prologis PLD $124B	567	+23	+4%	$32.5B
5	5 Equinix EQIX $98.3B	536	+25	+5%	$34.4B
6	6 Iron Mountain IRM $33B	413	+23	+6%	$9.3B
7	7 Brookfield BN $80.3B	384	+21	+6%	$22B
8	8 DELISTED DigitalBridge DBRG	384	-1	-0.3%	$5.72B
9	9 Flex FLEX $37.1B	323	-13	-4%	$8.44B
10	CONE 10 DELISTED CyrusOne Inc Common Stock CONE	321	+21	+7%	$5.44B
11	11 Advanced Energy AEIS $10.4B	312	+10	+3%	$3.08B
12	12 Emcor EME $32.9B	311	+11	+4%	$3.9B
13	13 Monolithic Power Systems MPWR $61.1B	295	+10	+4%	$4.19B
14	14 Cogent Communications CCOI $395M	187	-1	-0.5%	$2.17B
15	15 Comfort Systems FIX $54.3B	180	-2	-1%	$1.25B
16	16 Telkom Indonesia TLK $12.6B	158	-16	-9%	$1.99B
17	17 Aaon AAON $6.64B	145	-1	-0.7%	$1.24B
18	18 Modine Manufacturing MOD $8.38B	137	+14	+11%	$801M
19	19 Sterling Infrastructure STRL $13.9B	106	-4	-4%	$296M
20	20 Turkcell TKC $4.38B	98	+3	+3%	$302M
21	21 Solaris Energy Infrastructure SEI $4.57B	70	+15	+27%	$431M
22	22 VNET Group VNET $1.28B	57	+4	+8%	$125M
23	23 FuelCell Energy FCEL $1.13B	55	-8	-13%	$17.7M
24	24 IES Holdings IESC $11.3B	53	-4	-7%	$288M
25	25 GDS Holdings GDS $5.18B	41	+7	+21%	$191M