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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	1,008	+2	+0.2%	$28B
2	2 Dover DOV $26B	700	+27	+4%	$13.3B
3	3 Digital Realty Trust DLR $63.8B	639	-23	-3%	$21.6B
4	4 Prologis PLD $124B	628	+21	+3%	$32B
5	5 Equinix EQIX $98.3B	616	+23	+4%	$32.5B
6	6 Iron Mountain IRM $33B	475	-1	-0.2%	$8.26B
7	7 Brookfield BN $80.3B	433	+17	+4%	$23.9B
8	8 Flex FLEX $37.1B	372	+16	+4%	$8.23B
9	9 DELISTED DigitalBridge DBRG	371	-35	-9%	$2.38B
10	CONE 10 DELISTED CyrusOne Inc Common Stock CONE	351	-3	-0.8%	$5.12B
11	11 Emcor EME $32.9B	341	-12	-3%	$4.31B
12	12 Monolithic Power Systems MPWR $61.1B	328	+8	+3%	$4.51B
13	13 Advanced Energy AEIS $10.4B	314	-11	-3%	$2.37B
14	14 Comfort Systems FIX $54.3B	202	-2	-1%	$1.44B
15	15 Cogent Communications CCOI $395M	196	-10	-5%	$1.87B
16	16 Modine Manufacturing MOD $8.38B	178	+26	+17%	$940M
17	17 Aaon AAON $6.64B	157	0	0%	$1.42B
18	18 Telkom Indonesia TLK $12.6B	151	-4	-3%	$1.43B
19	19 Sterling Infrastructure STRL $13.9B	124	-4	-3%	$239M
20	20 Solaris Energy Infrastructure SEI $4.57B	120	+16	+15%	$576M
21	21 Turkcell TKC $4.38B	110	0	0%	$358M
22	SWCH 22 DELISTED Switch, Inc. Class A Common Stock SWCH	96	-10	-9%	$585M
23	23 GDS Holdings GDS $5.18B	90	+30	+50%	$1.01B
24	24 VNET Group VNET $1.28B	61	+2	+3%	$224M
25	25 FuelCell Energy FCEL $1.13B	53	-7	-12%	$22.5M