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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	1,378	+16	+1%	$43.6B
2	2 Prologis PLD $124B	1,184	-25	-2%	$72.3B
3	3 Digital Realty Trust DLR $63.8B	942	-58	-6%	$27.6B
4	4 Equinix EQIX $98.3B	905	-35	-4%	$49.7B
5	5 Dover DOV $26B	815	-29	-3%	$14.2B
6	6 Iron Mountain IRM $33B	742	-24	-3%	$10B
7	7 Brookfield BN $80.3B	688	-28	-4%	$41.6B
8	8 Monolithic Power Systems MPWR $61.1B	630	+7	+1%	$16.6B
9	9 nVent Electric NVT $24.7B	398	-5	-1%	$4.67B
10	10 Emcor EME $32.9B	383	+2	+0.5%	$5.19B
11	11 Flex FLEX $37.1B	375	+19	+5%	$7.31B
12	12 Comfort Systems FIX $54.3B	298	+22	+8%	$3.35B
13	SWCH 13 DELISTED Switch, Inc. Class A Common Stock SWCH	287	-33	-10%	$5.25B
14	14 Advanced Energy AEIS $10.4B	275	+16	+6%	$2.88B
15	15 Cogent Communications CCOI $395M	263	-1	-0.4%	$2.16B
16	16 Vertiv VRT $85.8B	254	-35	-12%	$3.4B
17	17 FuelCell Energy FCEL $1.13B	252	+3	+1%	$606M
18	18 DELISTED DigitalBridge DBRG	247	-74	-23%	$1.78B
19	19 Riot Platforms RIOT $5.67B	222	-5	-2%	$415M
20	20 Aaon AAON $6.64B	220	+17	+8%	$2.04B
21	21 Telkom Indonesia TLK $12.6B	179	-13	-7%	$1.05B
22	22 Modine Manufacturing MOD $8.38B	169	+23	+16%	$601M
23	23 Sterling Infrastructure STRL $13.9B	163	-6	-4%	$506M
24	24 Pacer Data & Infrastructure Real Estate ETF SRVR $293M	142	-14	-9%	$743M
25	25 GDS Holdings GDS $5.18B	136	-36	-21%	$1.22B