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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	1,006	-2	-0.2%	$25.7B
2	2 Digital Realty Trust DLR $63.8B	649	+10	+2%	$22.9B
3	3 Dover DOV $26B	633	-67	-10%	$9.95B
4	4 Prologis PLD $124B	630	+2	+0.3%	$33.8B
5	5 Equinix EQIX $98.3B	607	-9	-1%	$33.3B
6	6 Iron Mountain IRM $33B	484	+9	+2%	$8.76B
7	7 Brookfield BN $80.3B	423	-10	-2%	$24.8B
8	8 nVent Electric NVT $24.7B	390	+390	–	$3.89B
9	CONE 9 DELISTED CyrusOne Inc Common Stock CONE	354	+3	+0.9%	$5.77B
10	10 Monolithic Power Systems MPWR $61.1B	344	+16	+5%	$5.33B
11	11 Flex FLEX $37.1B	341	-31	-8%	$6.97B
12	12 Emcor EME $32.9B	324	-17	-5%	$4.13B
13	13 DELISTED DigitalBridge DBRG	314	-57	-15%	$2.53B
14	14 Advanced Energy AEIS $10.4B	293	-21	-7%	$2.21B
15	15 Comfort Systems FIX $54.3B	223	+21	+10%	$1.61B
16	16 Cogent Communications CCOI $395M	202	+6	+3%	$2.27B
17	17 Modine Manufacturing MOD $8.38B	163	-15	-8%	$823M
18	18 Aaon AAON $6.64B	155	-2	-1%	$1.26B
19	19 Telkom Indonesia TLK $12.6B	141	-10	-7%	$1.27B
20	20 GDS Holdings GDS $5.18B	124	+34	+38%	$1.85B
21	21 Solaris Energy Infrastructure SEI $4.57B	120	0	0%	$521M
22	22 Sterling Infrastructure STRL $13.9B	111	-13	-10%	$271M
23	SWCH 23 DELISTED Switch, Inc. Class A Common Stock SWCH	102	+6	+6%	$577M
24	24 Turkcell TKC $4.38B	96	-14	-13%	$192M
25	25 FuelCell Energy FCEL $1.13B	74	+21	+40%	$26.7M