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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	1,362	-52	-4%	$41.1B
2	2 Prologis PLD $124B	1,209	-40	-3%	$82.2B
3	3 Digital Realty Trust DLR $63.8B	1,000	-28	-3%	$35.6B
4	4 Equinix EQIX $98.3B	940	-27	-3%	$56.4B
5	5 Dover DOV $26B	844	-58	-6%	$14.7B
6	6 Iron Mountain IRM $33B	766	-11	-1%	$10.9B
7	7 Brookfield BN $80.3B	716	-20	-3%	$44.7B
8	8 Monolithic Power Systems MPWR $61.1B	623	+12	+2%	$16.8B
9	9 nVent Electric NVT $24.7B	403	+7	+2%	$4.67B
10	10 Emcor EME $32.9B	381	-14	-4%	$4.78B
11	11 Flex FLEX $37.1B	356	+3	+0.8%	$6.35B
12	12 DELISTED DigitalBridge DBRG	321	+9	+3%	$2.69B
13	SWCH 13 DELISTED Switch, Inc. Class A Common Stock SWCH	320	+45	+16%	$4.71B
14	14 Vertiv VRT $85.8B	289	-5	-2%	$2.77B
15	15 Comfort Systems FIX $54.3B	276	-4	-1%	$2.88B
16	16 Cogent Communications CCOI $395M	264	-10	-4%	$2.53B
17	17 Advanced Energy AEIS $10.4B	259	-9	-3%	$2.7B
18	18 FuelCell Energy FCEL $1.13B	249	-13	-5%	$631M
19	19 Riot Platforms RIOT $5.67B	227	+1	+0.4%	$223M
20	20 Aaon AAON $6.64B	203	-2	-1%	$2.08B
21	21 Telkom Indonesia TLK $12.6B	192	-1	-0.5%	$1B
22	22 GDS Holdings GDS $5.18B	172	-36	-17%	$2.66B
23	23 Sterling Infrastructure STRL $13.9B	169	-10	-6%	$524M
24	24 Pacer Data & Infrastructure Real Estate ETF SRVR $293M	156	-15	-9%	$836M
25	25 Modine Manufacturing MOD $8.38B	146	+3	+2%	$478M