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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	1,307	+77	+6%	$44.4B
2	2 Prologis PLD $124B	1,008	+4	+0.4%	$73.8B
3	3 Digital Realty Trust DLR $63.8B	933	0	0%	$38.6B
4	4 Equinix EQIX $98.3B	912	-5	-0.5%	$56.4B
5	5 Dover DOV $26B	816	+13	+2%	$16.7B
6	6 Iron Mountain IRM $33B	632	+17	+3%	$8.44B
7	7 Brookfield BN $80.3B	603	+24	+4%	$44B
8	8 Monolithic Power Systems MPWR $61.1B	530	+21	+4%	$15.1B
9	CONE 9 DELISTED CyrusOne Inc Common Stock CONE	412	0	0%	$8.49B
10	10 nVent Electric NVT $24.7B	376	+4	+1%	$4.1B
11	11 Emcor EME $32.9B	362	+19	+6%	$5.81B
12	12 Flex FLEX $37.1B	334	+11	+3%	$8.71B
13	13 Advanced Energy AEIS $10.4B	299	+10	+3%	$4.02B
14	14 DELISTED DigitalBridge DBRG	285	+6	+2%	$2.66B
15	15 Vertiv VRT $85.8B	278	+22	+9%	$6.55B
16	16 GDS Holdings GDS $5.18B	277	+1	+0.4%	$8.44B
17	17 Cogent Communications CCOI $395M	253	-6	-2%	$2.82B
18	18 Comfort Systems FIX $54.3B	252	+3	+1%	$2.57B
19	19 FuelCell Energy FCEL $1.13B	248	+46	+23%	$1.63B
20	20 Aaon AAON $6.64B	210	+8	+4%	$2.62B
21	21 VNET Group VNET $1.28B	187	+23	+14%	$3.25B
22	SWCH 22 DELISTED Switch, Inc. Class A Common Stock SWCH	177	-14	-7%	$1.57B
23	23 Riot Platforms RIOT $5.67B	169	+69	+69%	$999M
24	24 Sterling Infrastructure STRL $13.9B	154	+11	+8%	$544M
25	25 Pacer Data & Infrastructure Real Estate ETF SRVR $293M	141	+11	+8%	$685M