← 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	1,090	+15	+1%	$28B
2	2 Prologis PLD $124B	899	+31	+4%	$66.1B
3	3 Equinix EQIX $98.3B	870	+40	+5%	$58.7B
4	4 Digital Realty Trust DLR $63.8B	862	+44	+5%	$38.7B
5	5 Dover DOV $26B	739	+20	+3%	$11.7B
6	6 Brookfield BN $80.3B	568	-6	-1%	$31.7B
7	7 Iron Mountain IRM $33B	564	+26	+5%	$6.45B
8	CONE 8 DELISTED CyrusOne Inc Common Stock CONE	426	+12	+3%	$8.44B
9	9 Monolithic Power Systems MPWR $61.1B	399	+50	+14%	$10.2B
10	10 Emcor EME $32.9B	335	+27	+9%	$3.44B
11	11 nVent Electric NVT $24.7B	335	-12	-3%	$2.81B
12	12 Cogent Communications CCOI $395M	290	+8	+3%	$3.11B
13	13 Flex FLEX $37.1B	285	-9	-3%	$4.97B
14	14 DELISTED DigitalBridge DBRG	269	-3	-1%	$874M
15	15 GDS Holdings GDS $5.18B	250	+27	+12%	$8.05B
16	16 Advanced Energy AEIS $10.4B	234	+10	+4%	$2.54B
17	17 Comfort Systems FIX $54.3B	218	-1	-0.5%	$1.43B
18	SWCH 18 DELISTED Switch, Inc. Class A Common Stock SWCH	200	+25	+14%	$1.48B
19	19 Aaon AAON $6.64B	194	+22	+13%	$2.04B
20	20 Vertiv VRT $85.8B	153	+52	+51%	$3.94B
21	21 Modine Manufacturing MOD $8.38B	137	-5	-4%	$237M
22	22 Sterling Infrastructure STRL $13.9B	128	0	0%	$237M
23	23 Solaris Energy Infrastructure SEI $4.57B	122	-1	-0.8%	$184M
24	24 Telkom Indonesia TLK $12.6B	122	-10	-8%	$822M
25	25 VNET Group VNET $1.28B	122	+37	+44%	$1.23B