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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	1,107	+90	+9%	$26.8B
2	2 Dover DOV $26B	725	+34	+5%	$11.8B
3	3 Prologis PLD $124B	706	+19	+3%	$43.8B
4	4 Equinix EQIX $98.3B	692	+24	+4%	$36.6B
5	5 Digital Realty Trust DLR $63.8B	688	0	0%	$25.4B
6	6 Iron Mountain IRM $33B	537	+51	+10%	$9.08B
7	7 Brookfield BN $80.3B	461	+11	+2%	$29B
8	8 nVent Electric NVT $24.7B	401	+13	+3%	$4.12B
9	CONE 9 DELISTED CyrusOne Inc Common Stock CONE	377	+8	+2%	$6.17B
10	10 Monolithic Power Systems MPWR $61.1B	346	+6	+2%	$5.67B
11	11 Emcor EME $32.9B	332	+8	+2%	$3.9B
12	12 Flex FLEX $37.1B	322	0	0%	$4.91B
13	13 DELISTED DigitalBridge DBRG	291	-7	-2%	$2.11B
14	14 Comfort Systems FIX $54.3B	255	+9	+4%	$1.83B
15	15 Advanced Energy AEIS $10.4B	241	-8	-3%	$1.9B
16	16 Cogent Communications CCOI $395M	229	+8	+4%	$2.29B
17	17 GDS Holdings GDS $5.18B	169	+26	+18%	$2.62B
18	18 Aaon AAON $6.64B	167	+8	+5%	$1.79B
19	19 Modine Manufacturing MOD $8.38B	148	+3	+2%	$632M
20	20 Telkom Indonesia TLK $12.6B	142	+12	+9%	$1.25B
21	21 Sterling Infrastructure STRL $13.9B	137	+11	+9%	$289M
22	22 Solaris Energy Infrastructure SEI $4.57B	119	+10	+9%	$496M
23	SWCH 23 DELISTED Switch, Inc. Class A Common Stock SWCH	119	+7	+6%	$519M
24	24 Turkcell TKC $4.38B	111	+5	+5%	$140M
25	25 VNET Group VNET $1.28B	90	+4	+5%	$351M