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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	1,230	+122	+11%	$38.2B
2	2 Prologis PLD $124B	1,004	+60	+6%	$69.5B
3	3 Digital Realty Trust DLR $63.8B	933	+43	+5%	$37.3B
4	4 Equinix EQIX $98.3B	917	+27	+3%	$59.4B
5	5 Dover DOV $26B	803	+46	+6%	$15.2B
6	6 Iron Mountain IRM $33B	615	+24	+4%	$6.86B
7	7 Brookfield BN $80.3B	579	+57	+11%	$40B
8	8 Monolithic Power Systems MPWR $61.1B	509	+76	+18%	$15.6B
9	CONE 9 DELISTED CyrusOne Inc Common Stock CONE	412	-20	-5%	$9.31B
10	10 nVent Electric NVT $24.7B	372	+34	+10%	$3.5B
11	11 Emcor EME $32.9B	343	+13	+4%	$4.76B
12	12 Flex FLEX $37.1B	323	+52	+19%	$8.79B
13	13 Advanced Energy AEIS $10.4B	289	+31	+12%	$3.62B
14	14 DELISTED DigitalBridge DBRG	279	0	0%	$1.92B
15	15 GDS Holdings GDS $5.18B	276	+16	+6%	$9.91B
16	16 Cogent Communications CCOI $395M	259	-11	-4%	$2.44B
17	17 Vertiv VRT $85.8B	256	+53	+26%	$5.83B
18	18 Comfort Systems FIX $54.3B	249	+17	+7%	$1.82B
19	19 Aaon AAON $6.64B	202	+11	+6%	$2.52B
20	20 FuelCell Energy FCEL $1.13B	202	+77	+62%	$1.1B
21	SWCH 21 DELISTED Switch, Inc. Class A Common Stock SWCH	191	-6	-3%	$1.41B
22	22 VNET Group VNET $1.28B	164	+24	+17%	$2.65B
23	23 Modine Manufacturing MOD $8.38B	150	+29	+24%	$558M
24	24 Sterling Infrastructure STRL $13.9B	143	+12	+9%	$427M
25	25 Pacer Data & Infrastructure Real Estate ETF SRVR $293M	130	+15	+13%	$735M