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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	1,104	-3	-0.3%	$27.9B
2	2 Dover DOV $26B	729	+4	+0.6%	$12.7B
3	3 Prologis PLD $124B	711	+5	+0.7%	$49B
4	4 Equinix EQIX $98.3B	707	+15	+2%	$41B
5	5 Digital Realty Trust DLR $63.8B	696	+8	+1%	$25B
6	6 Iron Mountain IRM $33B	522	-15	-3%	$7.83B
7	7 Brookfield BN $80.3B	477	+16	+3%	$29.6B
8	8 nVent Electric NVT $24.7B	384	-17	-4%	$3.65B
9	CONE 9 DELISTED CyrusOne Inc Common Stock CONE	380	+3	+0.8%	$6.64B
10	10 Monolithic Power Systems MPWR $61.1B	346	0	0%	$5.71B
11	11 Emcor EME $32.9B	335	+3	+0.9%	$4.62B
12	12 Flex FLEX $37.1B	322	0	0%	$4.68B
13	13 DELISTED DigitalBridge DBRG	270	-21	-7%	$1.97B
14	14 Comfort Systems FIX $54.3B	240	-15	-6%	$1.77B
15	15 Cogent Communications CCOI $395M	233	+4	+2%	$2.47B
16	16 Advanced Energy AEIS $10.4B	223	-18	-7%	$2.21B
17	17 GDS Holdings GDS $5.18B	173	+4	+2%	$3.08B
18	18 Aaon AAON $6.64B	169	+2	+1%	$1.92B
19	19 Modine Manufacturing MOD $8.38B	154	+6	+4%	$644M
20	20 Solaris Energy Infrastructure SEI $4.57B	141	+22	+18%	$490M
21	21 Telkom Indonesia TLK $12.6B	138	-4	-3%	$1.3B
22	22 Sterling Infrastructure STRL $13.9B	136	-1	-0.7%	$295M
23	SWCH 23 DELISTED Switch, Inc. Class A Common Stock SWCH	124	+5	+4%	$677M
24	24 Turkcell TKC $4.38B	102	-9	-8%	$148M
25	25 VNET Group VNET $1.28B	72	-18	-20%	$367M