← 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	1,075	-97	-8%	$25B
2	2 Prologis PLD $124B	868	+51	+6%	$57.3B
3	3 Equinix EQIX $98.3B	830	+44	+6%	$50.8B
4	4 Digital Realty Trust DLR $63.8B	818	+53	+7%	$38.2B
5	5 Dover DOV $26B	719	-54	-7%	$10.3B
6	6 Brookfield BN $80.3B	574	-24	-4%	$27.8B
7	7 Iron Mountain IRM $33B	538	-40	-7%	$5.88B
8	CONE 8 DELISTED CyrusOne Inc Common Stock CONE	414	+2	+0.5%	$6.85B
9	9 Monolithic Power Systems MPWR $61.1B	349	-5	-1%	$7.13B
10	10 nVent Electric NVT $24.7B	347	-17	-5%	$2.53B
11	11 Emcor EME $32.9B	308	-67	-18%	$3.18B
12	12 Flex FLEX $37.1B	294	-22	-7%	$4.04B
13	13 Cogent Communications CCOI $395M	282	+23	+9%	$3.36B
14	14 DELISTED DigitalBridge DBRG	272	-13	-5%	$666M
15	15 Advanced Energy AEIS $10.4B	224	-29	-11%	$1.84B
16	16 GDS Holdings GDS $5.18B	223	+14	+7%	$5.77B
17	17 Comfort Systems FIX $54.3B	219	-14	-6%	$1.26B
18	SWCH 18 DELISTED Switch, Inc. Class A Common Stock SWCH	175	+31	+22%	$1.08B
19	19 Aaon AAON $6.64B	172	+6	+4%	$1.78B
20	20 Modine Manufacturing MOD $8.38B	142	-1	-0.7%	$143M
21	21 Telkom Indonesia TLK $12.6B	132	-10	-7%	$753M
22	22 Sterling Infrastructure STRL $13.9B	128	-13	-9%	$211M
23	23 Solaris Energy Infrastructure SEI $4.57B	123	-16	-12%	$141M
24	24 Vertiv VRT $85.8B	101	+24	+31%	$2.26B
25	25 VNET Group VNET $1.28B	85	+18	+27%	$642M