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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	1,079	-25	-2%	$27.6B
2	2 Prologis PLD $124B	747	+36	+5%	$51.6B
3	3 Equinix EQIX $98.3B	719	+12	+2%	$46.7B
4	4 Dover DOV $26B	708	-21	-3%	$12.8B
5	5 Digital Realty Trust DLR $63.8B	698	+2	+0.3%	$27.9B
6	6 Brookfield BN $80.3B	546	+69	+14%	$34.4B
7	7 Iron Mountain IRM $33B	519	-3	-0.6%	$7.87B
8	CONE 8 DELISTED CyrusOne Inc Common Stock CONE	395	+15	+4%	$9.07B
9	9 Emcor EME $32.9B	354	+19	+6%	$4.48B
10	10 Monolithic Power Systems MPWR $61.1B	349	+3	+0.9%	$6.6B
11	11 nVent Electric NVT $24.7B	347	-37	-10%	$3.29B
12	12 Flex FLEX $37.1B	307	-15	-5%	$5.04B
13	13 DELISTED DigitalBridge DBRG	269	-1	-0.4%	$2.38B
14	14 Cogent Communications CCOI $395M	249	+16	+7%	$2.23B
15	15 Advanced Energy AEIS $10.4B	228	+5	+2%	$2.23B
16	16 Comfort Systems FIX $54.3B	220	-20	-8%	$1.55B
17	17 GDS Holdings GDS $5.18B	187	+14	+8%	$3.37B
18	18 Aaon AAON $6.64B	171	+2	+1%	$1.85B
19	19 Modine Manufacturing MOD $8.38B	147	-7	-5%	$514M
20	20 Telkom Indonesia TLK $12.6B	146	+8	+6%	$1.31B
21	21 Sterling Infrastructure STRL $13.9B	136	0	0%	$286M
22	SWCH 22 DELISTED Switch, Inc. Class A Common Stock SWCH	131	+7	+6%	$911M
23	23 Solaris Energy Infrastructure SEI $4.57B	127	-14	-10%	$426M
24	24 Turkcell TKC $4.38B	98	-4	-4%	$159M
25	25 VNET Group VNET $1.28B	65	-7	-10%	$350M