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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 $155B	1,044	+38	+4%	$29.7B
2	2 Digital Realty Trust DLR $63.8B	688	+39	+6%	$23.3B
3	3 Dover DOV $26B	660	+27	+4%	$11.9B
4	4 Prologis PLD $121B	649	+19	+3%	$41B
5	5 Equinix EQIX $97.3B	632	+25	+4%	$33.6B
6	6 Iron Mountain IRM $33.2B	502	+18	+4%	$8.8B
7	7 Brookfield BN $81.9B	431	+8	+2%	$27.4B
8	8 nVent Electric NVT $23.3B	399	+9	+2%	$4.21B
9	CONE 9 DELISTED CyrusOne Inc Common Stock CONE	381	+27	+8%	$7.09B
10	10 Monolithic Power Systems MPWR $60.9B	354	+10	+3%	$5.08B
11	11 Flex FLEX $35.8B	343	+2	+0.6%	$6.47B
12	12 Emcor EME $32.1B	332	+8	+2%	$4.08B
13	13 DELISTED DigitalBridge DBRG	309	-5	-2%	$2.47B
14	14 Advanced Energy AEIS $9.83B	268	-25	-9%	$1.97B
15	15 Comfort Systems FIX $51.7B	243	+20	+9%	$1.97B
16	16 Cogent Communications CCOI $416M	214	+12	+6%	$2.41B
17	17 Aaon AAON $6.19B	158	+3	+2%	$1.47B
18	18 Modine Manufacturing MOD $8.03B	158	-5	-3%	$670M
19	19 GDS Holdings GDS $4.95B	142	+18	+15%	$1.79B
20	20 Telkom Indonesia TLK $12.6B	125	-16	-11%	$1.11B
21	21 Sterling Infrastructure STRL $13.3B	119	+8	+7%	$303M
22	22 Solaris Energy Infrastructure SEI $4.21B	113	-7	-6%	$708M
23	SWCH 23 DELISTED Switch, Inc. Class A Common Stock SWCH	105	+3	+3%	$515M
24	24 Turkcell TKC $4.34B	101	+5	+5%	$160M
25	25 VNET Group VNET $1.25B	78	+13	+20%	$384M