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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
ETN icon
1
Eaton
ETN
$159B
1,621 +97 +6% $66.2B
PLD icon
2
Prologis
PLD
$124B
1,394 +21 +2% $104B
EQIX icon
3
Equinix
EQIX
$98.3B
993 +30 +3% $70.1B
DLR icon
4
Digital Realty Trust
DLR
$63.8B
923 +8 +0.9% $36.1B
DOV icon
5
Dover
DOV
$26B
900 +19 +2% $17.6B
IRM icon
6
Iron Mountain
IRM
$33B
816 +25 +3% $12.9B
MPWR icon
7
Monolithic Power Systems
MPWR
$61.1B
651 -16 -2% $25.2B
BN icon
8
Brookfield
BN
$80.3B
604 -16 -3% $33B
NVT icon
9
nVent Electric
NVT
$24.7B
494 +13 +3% $7.63B
EME icon
10
Emcor
EME
$32.9B
492 +30 +6% $8.21B
FLEX icon
11
Flex
FLEX
$37.1B
440 +13 +3% $11.8B
FIX icon
12
Comfort Systems
FIX
$54.3B
377 +30 +9% $5.62B
VRT icon
13
Vertiv
VRT
$85.8B
352 +55 +19% $8.44B
AAON icon
14
Aaon
AAON
$6.64B
303 +26 +9% $3.71B
AEIS icon
15
Advanced Energy
AEIS
$10.4B
289 +2 +0.7% $4.21B
CCOI icon
16
Cogent Communications
CCOI
$395M
282 +8 +3% $2.87B
DBRG icon
17
DELISTED
DigitalBridge
DBRG
257 +14 +6% $2.17B
FCEL icon
18
FuelCell Energy
FCEL
$1.13B
239 -11 -4% $429M
STRL icon
19
Sterling Infrastructure
STRL
$13.9B
231 +2 +0.9% $1.4B
RIOT icon
20
Riot Platforms
RIOT
$5.67B
220 -1 -0.5% $820M
MOD icon
21
Modine Manufacturing
MOD
$8.38B
200 +7 +4% $1.58B
TLK icon
22
Telkom Indonesia
TLK
$12.6B
181 +1 +0.6% $977M
APLD icon
23
Applied Digital
APLD
$6.14B
126 +52 +70% $455M
HUT icon
24
Hut 8
HUT
$9.23B
122 +16 +15% $87.3M
GDS icon
25
GDS Holdings
GDS
$5.18B
119 -17 -13% $708M
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