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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 $151B	1,524	+38	+3%	$56.6B
2	2 Prologis PLD $124B	1,373	+47	+4%	$107B
3	3 Equinix EQIX $96.2B	963	+12	+1%	$64B
4	4 Digital Realty Trust DLR $62.5B	915	-49	-5%	$29B
5	5 Dover DOV $26.1B	881	+15	+2%	$18.1B
6	6 Iron Mountain IRM $32.4B	791	+10	+1%	$12B
7	7 Monolithic Power Systems MPWR $59.9B	667	+59	+10%	$23.3B
8	8 Brookfield BN $80.6B	620	-22	-3%	$31.7B
9	9 nVent Electric NVT $22.7B	481	+24	+5%	$6.27B
10	10 Emcor EME $31.3B	462	-1	-0.2%	$7.45B
11	11 Flex FLEX $34.2B	427	+13	+3%	$9.88B
12	12 Comfort Systems FIX $49.7B	347	+11	+3%	$5.03B
13	13 Vertiv VRT $79.2B	297	+11	+4%	$4.85B
14	14 Advanced Energy AEIS $9.56B	287	-17	-6%	$3.67B
15	15 Aaon AAON $6.35B	277	+26	+10%	$3.72B
16	16 Cogent Communications CCOI $387M	274	-10	-4%	$2.67B
17	17 FuelCell Energy FCEL $1.06B	250	+4	+2%	$548M
18	18 DELISTED DigitalBridge DBRG	243	-5	-2%	$1.75B
19	19 Sterling Infrastructure STRL $12.5B	229	+25	+12%	$917M
20	20 Riot Platforms RIOT $5.24B	221	-14	-6%	$719M
21	21 Modine Manufacturing MOD $7.81B	193	+6	+3%	$1.09B
22	22 Telkom Indonesia TLK $12.7B	180	+7	+4%	$970M
23	23 GDS Holdings GDS $4.78B	136	-9	-6%	$1.33B
24	24 Pacer Data & Infrastructure Real Estate ETF SRVR $292M	123	-13	-10%	$532M
25	25 Solaris Energy Infrastructure SEI $4.21B	118	-11	-9%	$196M