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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 $156B	1,006	+114	+13%	$27.5B
2	2 Dover DOV $26.1B	673	+44	+7%	$13.8B
3	3 Digital Realty Trust DLR $64.7B	662	+24	+4%	$23.4B
4	4 Prologis PLD $121B	607	+40	+7%	$32.9B
5	5 Equinix EQIX $98.3B	593	+57	+11%	$35.1B
6	6 Iron Mountain IRM $33.5B	476	+63	+15%	$9.63B
7	7 Brookfield BN $82.2B	416	+32	+8%	$23.1B
8	8 DELISTED DigitalBridge DBRG	406	+22	+6%	$5.11B
9	9 Flex FLEX $36.4B	356	+33	+10%	$9.28B
10	CONE 10 DELISTED CyrusOne Inc Common Stock CONE	354	+33	+10%	$5.67B
11	11 Emcor EME $32.3B	353	+42	+14%	$4.57B
12	12 Advanced Energy AEIS $10.1B	325	+13	+4%	$2.53B
13	13 Monolithic Power Systems MPWR $61.4B	320	+25	+8%	$4.32B
14	14 Cogent Communications CCOI $428M	206	+19	+10%	$1.99B
15	15 Comfort Systems FIX $52.1B	204	+24	+13%	$1.54B
16	16 Aaon AAON $6.37B	157	+12	+8%	$1.34B
17	17 Telkom Indonesia TLK $12.6B	155	-3	-2%	$1.75B
18	18 Modine Manufacturing MOD $8.18B	152	+15	+11%	$863M
19	19 Sterling Infrastructure STRL $13.7B	128	+22	+21%	$330M
20	20 Turkcell TKC $4.34B	110	+12	+12%	$380M
21	SWCH 21 DELISTED Switch, Inc. Class A Common Stock SWCH	106	+106	–	$647M
22	22 Solaris Energy Infrastructure SEI $4.29B	104	+34	+49%	$635M
23	23 IES Holdings IESC $11.1B	61	+8	+15%	$288M
24	24 FuelCell Energy FCEL $1.13B	60	+5	+9%	$22.1M
25	25 GDS Holdings GDS $5.07B	60	+19	+46%	$459M