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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	1,346	+36	+3%	$47.5B
2	2 Prologis PLD $124B	1,082	+27	+3%	$87.1B
3	3 Digital Realty Trust DLR $63.8B	986	+2	+0.2%	$40.2B
4	4 Equinix EQIX $98.3B	940	+12	+1%	$67.6B
5	5 Dover DOV $26B	870	+33	+4%	$18.8B
6	6 Iron Mountain IRM $33B	711	+24	+3%	$9.95B
7	7 Brookfield BN $80.3B	666	+33	+5%	$54.2B
8	8 Monolithic Power Systems MPWR $61.1B	577	+44	+8%	$21.1B
9	CONE 9 DELISTED CyrusOne Inc Common Stock CONE	426	+7	+2%	$10.4B
10	10 nVent Electric NVT $24.7B	376	0	0%	$4.79B
11	11 Emcor EME $32.9B	367	-8	-2%	$5.79B
12	12 Flex FLEX $37.1B	321	-10	-3%	$8.01B
13	13 DELISTED DigitalBridge DBRG	304	+7	+2%	$2.62B
14	14 Vertiv VRT $85.8B	293	0	0%	$7.83B
15	15 Comfort Systems FIX $54.3B	269	-13	-5%	$2.43B
16	16 Cogent Communications CCOI $395M	259	0	0%	$2.91B
17	17 Advanced Energy AEIS $10.4B	258	-20	-7%	$3.23B
18	18 FuelCell Energy FCEL $1.13B	245	+8	+3%	$931M
19	19 GDS Holdings GDS $5.18B	234	-33	-12%	$5.78B
20	20 Riot Platforms RIOT $5.67B	220	+8	+4%	$831M
21	SWCH 21 DELISTED Switch, Inc. Class A Common Stock SWCH	217	+27	+14%	$3.04B
22	22 Aaon AAON $6.64B	205	-2	-1%	$2.4B
23	23 Sterling Infrastructure STRL $13.9B	161	+2	+1%	$537M
24	24 Modine Manufacturing MOD $8.38B	143	+5	+4%	$512M
25	25 Pacer Data & Infrastructure Real Estate ETF SRVR $293M	142	-6	-4%	$1.11B