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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	1,108	+18	+2%	$32.6B
2	2 Prologis PLD $124B	944	+45	+5%	$71B
3	3 Digital Realty Trust DLR $63.8B	890	+28	+3%	$39.9B
4	4 Equinix EQIX $98.3B	890	+20	+2%	$64.1B
5	5 Dover DOV $26B	757	+18	+2%	$13.1B
6	6 Iron Mountain IRM $33B	591	+27	+5%	$6.52B
7	7 Brookfield BN $80.3B	522	-46	-8%	$32.3B
8	8 Monolithic Power Systems MPWR $61.1B	433	+34	+9%	$11.9B
9	CONE 9 DELISTED CyrusOne Inc Common Stock CONE	432	+6	+1%	$8.58B
10	10 nVent Electric NVT $24.7B	338	+3	+0.9%	$2.62B
11	11 Emcor EME $32.9B	330	-5	-1%	$3.51B
12	12 DELISTED DigitalBridge DBRG	279	+10	+4%	$1.03B
13	13 Flex FLEX $37.1B	271	-14	-5%	$5.42B
14	14 Cogent Communications CCOI $395M	270	-20	-7%	$2.36B
15	15 GDS Holdings GDS $5.18B	260	+10	+4%	$8.58B
16	16 Advanced Energy AEIS $10.4B	258	+24	+10%	$2.35B
17	17 Comfort Systems FIX $54.3B	232	+14	+6%	$1.76B
18	18 Vertiv VRT $85.8B	203	+50	+33%	$5.1B
19	SWCH 19 DELISTED Switch, Inc. Class A Common Stock SWCH	197	-3	-2%	$1.33B
20	20 Aaon AAON $6.64B	191	-3	-2%	$2.29B
21	21 VNET Group VNET $1.28B	140	+18	+15%	$1.55B
22	22 Sterling Infrastructure STRL $13.9B	131	+3	+2%	$326M
23	23 FuelCell Energy FCEL $1.13B	125	+14	+13%	$213M
24	24 Modine Manufacturing MOD $8.38B	121	-16	-12%	$270M
25	25 Pacer Data & Infrastructure Real Estate ETF SRVR $293M	115	+32	+39%	$509M