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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 $155B	1,310	+3	+0.2%	$47.5B
2	2 Prologis PLD $122B	1,055	+47	+5%	$83.6B
3	3 Digital Realty Trust DLR $63.5B	984	+51	+5%	$41.2B
4	4 Equinix EQIX $96.9B	928	+16	+2%	$68.5B
5	5 Dover DOV $26B	837	+21	+3%	$18.4B
6	6 Iron Mountain IRM $33.1B	687	+55	+9%	$9.71B
7	7 Brookfield BN $81.3B	633	+30	+5%	$50.6B
8	8 Monolithic Power Systems MPWR $60.8B	533	+3	+0.6%	$16.1B
9	CONE 9 DELISTED CyrusOne Inc Common Stock CONE	419	+7	+2%	$9.5B
10	10 nVent Electric NVT $23.4B	376	0	0%	$4.64B
11	11 Emcor EME $32B	375	+13	+4%	$6.27B
12	12 Flex FLEX $35.4B	331	-3	-0.9%	$8.3B
13	13 DELISTED DigitalBridge DBRG	297	+12	+4%	$3.37B
14	14 Vertiv VRT $80.6B	293	+15	+5%	$9.23B
15	15 Comfort Systems FIX $51.7B	282	+30	+12%	$2.67B
16	16 Advanced Energy AEIS $9.8B	278	-21	-7%	$4.22B
17	17 GDS Holdings GDS $4.93B	267	-10	-4%	$8.31B
18	18 Cogent Communications CCOI $407M	259	+6	+2%	$3.11B
19	19 FuelCell Energy FCEL $1.09B	237	-11	-4%	$1.19B
20	20 Riot Platforms RIOT $5.58B	212	+43	+25%	$1.05B
21	21 Aaon AAON $6.19B	207	-3	-1%	$2.3B
22	SWCH 22 DELISTED Switch, Inc. Class A Common Stock SWCH	190	+13	+7%	$2.38B
23	23 VNET Group VNET $1.24B	165	-22	-12%	$2.18B
24	24 Sterling Infrastructure STRL $13.2B	159	+5	+3%	$568M
25	25 Pacer Data & Infrastructure Real Estate ETF SRVR $293M	148	+7	+5%	$786M