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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	1,414	-37	-3%	$49B
2	2 Prologis PLD $124B	1,249	-3	-0.2%	$113B
3	3 Digital Realty Trust DLR $63.8B	1,028	-38	-4%	$38.9B
4	4 Equinix EQIX $98.3B	967	-41	-4%	$62.9B
5	5 Dover DOV $26B	902	-41	-4%	$19.3B
6	6 Iron Mountain IRM $33B	777	+24	+3%	$12.5B
7	7 Brookfield BN $80.3B	736	-1	-0.1%	$56.7B
8	8 Monolithic Power Systems MPWR $61.1B	611	-15	-2%	$21.3B
9	9 nVent Electric NVT $24.7B	396	-23	-5%	$5.17B
10	10 Emcor EME $32.9B	395	+3	+0.8%	$5.51B
11	11 Flex FLEX $37.1B	353	+2	+0.6%	$8.14B
12	12 DELISTED DigitalBridge DBRG	312	-22	-7%	$3.29B
13	13 Vertiv VRT $85.8B	294	-13	-4%	$4.66B
14	14 Comfort Systems FIX $54.3B	280	-11	-4%	$3.11B
15	SWCH 15 DELISTED Switch, Inc. Class A Common Stock SWCH	275	+43	+19%	$3.93B
16	16 Cogent Communications CCOI $395M	274	-10	-4%	$2.75B
17	17 Advanced Energy AEIS $10.4B	268	-3	-1%	$3.21B
18	18 FuelCell Energy FCEL $1.13B	262	-17	-6%	$875M
19	19 Riot Platforms RIOT $5.67B	226	-12	-5%	$911M
20	20 GDS Holdings GDS $5.18B	208	-19	-8%	$3.5B
21	21 Aaon AAON $6.64B	205	-8	-4%	$2.11B
22	22 Telkom Indonesia TLK $12.6B	193	+18	+10%	$1.29B
23	23 Sterling Infrastructure STRL $13.9B	179	+7	+4%	$640M
24	24 Pacer Data & Infrastructure Real Estate ETF SRVR $293M	171	-3	-2%	$1.03B
25	25 Modine Manufacturing MOD $8.38B	143	+2	+1%	$409M