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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	1,017	-27	-3%	$22.8B
2	2 Dover DOV $26B	691	+31	+5%	$8.96B
3	3 Digital Realty Trust DLR $63.8B	688	0	0%	$22.4B
4	4 Prologis PLD $124B	687	+38	+6%	$35.4B
5	5 Equinix EQIX $98.3B	668	+36	+6%	$27.1B
6	6 Iron Mountain IRM $33B	486	-16	-3%	$8.33B
7	7 Brookfield BN $80.3B	450	+19	+4%	$23.9B
8	8 nVent Electric NVT $24.7B	388	-11	-3%	$3.48B
9	CONE 9 DELISTED CyrusOne Inc Common Stock CONE	369	-12	-3%	$6.16B
10	10 Monolithic Power Systems MPWR $61.1B	340	-14	-4%	$4.94B
11	11 Emcor EME $32.9B	324	-8	-2%	$3.2B
12	12 Flex FLEX $37.1B	322	-21	-6%	$3.73B
13	13 DELISTED DigitalBridge DBRG	298	-11	-4%	$1.89B
14	14 Advanced Energy AEIS $10.4B	249	-19	-7%	$1.61B
15	15 Comfort Systems FIX $54.3B	246	+3	+1%	$1.53B
16	16 Cogent Communications CCOI $395M	221	+7	+3%	$1.9B
17	17 Aaon AAON $6.64B	159	+1	+0.6%	$1.34B
18	18 Modine Manufacturing MOD $8.38B	145	-13	-8%	$490M
19	19 GDS Holdings GDS $5.18B	143	+1	+0.7%	$1.27B
20	20 Telkom Indonesia TLK $12.6B	130	+5	+4%	$1.17B
21	21 Sterling Infrastructure STRL $13.9B	126	+7	+6%	$231M
22	SWCH 22 DELISTED Switch, Inc. Class A Common Stock SWCH	112	+7	+7%	$328M
23	23 Solaris Energy Infrastructure SEI $4.57B	109	-4	-4%	$354M
24	24 Turkcell TKC $4.38B	106	+5	+5%	$151M
25	25 VNET Group VNET $1.28B	86	+8	+10%	$364M