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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	1,486	+108	+8%	$50.6B
2	2 Prologis PLD $124B	1,326	+142	+12%	$95.1B
3	3 Digital Realty Trust DLR $63.8B	964	+22	+2%	$28.6B
4	4 Equinix EQIX $98.3B	951	+46	+5%	$56.9B
5	5 Dover DOV $26B	866	+51	+6%	$16.1B
6	6 Iron Mountain IRM $33B	781	+39	+5%	$11.2B
7	7 Brookfield BN $80.3B	642	-46	-7%	$29.6B
8	8 Monolithic Power Systems MPWR $61.1B	608	-22	-3%	$16.5B
9	9 Emcor EME $32.9B	463	+80	+21%	$6.44B
10	10 nVent Electric NVT $24.7B	457	+59	+15%	$5.47B
11	11 Flex FLEX $37.1B	414	+39	+10%	$9.16B
12	12 Comfort Systems FIX $54.3B	336	+38	+13%	$3.77B
13	13 Advanced Energy AEIS $10.4B	304	+29	+11%	$3.12B
14	14 Vertiv VRT $85.8B	286	+32	+13%	$4.67B
15	15 Cogent Communications CCOI $395M	284	+21	+8%	$2.3B
16	16 Aaon AAON $6.64B	251	+31	+14%	$2.7B
17	17 DELISTED DigitalBridge DBRG	248	+1	+0.4%	$1.57B
18	18 FuelCell Energy FCEL $1.13B	246	-6	-2%	$499M
19	19 Riot Platforms RIOT $5.67B	235	+13	+6%	$209M
20	20 Sterling Infrastructure STRL $13.9B	204	+41	+25%	$736M
21	21 Modine Manufacturing MOD $8.38B	187	+18	+11%	$845M
22	22 Telkom Indonesia TLK $12.6B	173	-6	-3%	$814M
23	23 GDS Holdings GDS $5.18B	145	+9	+7%	$1.49B
24	24 Pacer Data & Infrastructure Real Estate ETF SRVR $293M	136	-6	-4%	$655M
25	25 Solaris Energy Infrastructure SEI $4.57B	129	-1	-0.8%	$228M