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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	1,451	+105	+8%	$55.8B
2	2 Prologis PLD $124B	1,252	+170	+16%	$118B
3	3 Digital Realty Trust DLR $63.8B	1,066	+80	+8%	$49.5B
4	4 Equinix EQIX $98.3B	1,008	+68	+7%	$71.6B
5	5 Dover DOV $26B	943	+73	+8%	$22.1B
6	6 Iron Mountain IRM $33B	753	+42	+6%	$12.1B
7	7 Brookfield BN $80.3B	737	+71	+11%	$60.5B
8	8 Monolithic Power Systems MPWR $61.1B	626	+49	+8%	$21.5B
9	CONE 9 DELISTED CyrusOne Inc Common Stock CONE	469	+43	+10%	$11.3B
10	10 nVent Electric NVT $24.7B	419	+43	+11%	$5.65B
11	11 Emcor EME $32.9B	392	+25	+7%	$6.35B
12	12 Flex FLEX $37.1B	351	+30	+9%	$8.18B
13	13 DELISTED DigitalBridge DBRG	334	+30	+10%	$3.78B
14	14 Vertiv VRT $85.8B	307	+14	+5%	$8.19B
15	15 Comfort Systems FIX $54.3B	291	+22	+8%	$3.41B
16	16 Cogent Communications CCOI $395M	284	+25	+10%	$3.02B
17	17 FuelCell Energy FCEL $1.13B	279	+34	+14%	$782M
18	18 Advanced Energy AEIS $10.4B	271	+13	+5%	$3.34B
19	19 Riot Platforms RIOT $5.67B	238	+18	+8%	$949M
20	SWCH 20 DELISTED Switch, Inc. Class A Common Stock SWCH	232	+15	+7%	$3.54B
21	21 GDS Holdings GDS $5.18B	227	-7	-3%	$4.82B
22	22 Aaon AAON $6.64B	213	+8	+4%	$2.98B
23	23 Telkom Indonesia TLK $12.6B	175	+33	+23%	$1.25B
24	24 Pacer Data & Infrastructure Real Estate ETF SRVR $293M	174	+32	+23%	$1.2B
25	25 Sterling Infrastructure STRL $13.9B	172	+11	+7%	$627M