← All themes

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	1,172	+93	+9%	$31.3B
2	2 Prologis PLD $124B	817	+70	+9%	$55.1B
3	3 Equinix EQIX $98.3B	786	+67	+9%	$47.3B
4	4 Dover DOV $26B	773	+65	+9%	$14.5B
5	5 Digital Realty Trust DLR $63.8B	765	+67	+10%	$27.3B
6	6 Brookfield BN $80.3B	598	+52	+10%	$37.1B
7	7 Iron Mountain IRM $33B	578	+59	+11%	$7.73B
8	CONE 8 DELISTED CyrusOne Inc Common Stock CONE	412	+17	+4%	$7.41B
9	9 Emcor EME $32.9B	375	+21	+6%	$4.49B
10	10 nVent Electric NVT $24.7B	364	+17	+5%	$3.83B
11	11 Monolithic Power Systems MPWR $61.1B	354	+5	+1%	$7.48B
12	12 Flex FLEX $37.1B	316	+9	+3%	$6.07B
13	13 DELISTED DigitalBridge DBRG	285	+16	+6%	$1.85B
14	14 Cogent Communications CCOI $395M	259	+10	+4%	$2.69B
15	15 Advanced Energy AEIS $10.4B	253	+25	+11%	$2.82B
16	16 Comfort Systems FIX $54.3B	233	+13	+6%	$1.73B
17	17 GDS Holdings GDS $5.18B	209	+22	+12%	$4.86B
18	18 Aaon AAON $6.64B	166	-5	-3%	$1.85B
19	SWCH 19 DELISTED Switch, Inc. Class A Common Stock SWCH	144	+13	+10%	$870M
20	20 Modine Manufacturing MOD $8.38B	143	-4	-3%	$343M
21	21 Telkom Indonesia TLK $12.6B	142	-4	-3%	$1.15B
22	22 Sterling Infrastructure STRL $13.9B	141	+5	+4%	$315M
23	23 Solaris Energy Infrastructure SEI $4.57B	139	+12	+9%	$448M
24	24 Turkcell TKC $4.38B	87	-11	-11%	$170M
25	25 Vertiv VRT $85.8B	77	+28	+57%	$583M