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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	1,654	+33	+2%	$70.6B
2	2 Prologis PLD $124B	1,379	-15	-1%	$96.4B
3	3 Equinix EQIX $98.3B	1,008	+15	+2%	$65.3B
4	4 Digital Realty Trust DLR $63.8B	948	+25	+3%	$37.9B
5	5 Dover DOV $26B	839	-61	-7%	$16.7B
6	6 Iron Mountain IRM $33B	831	+15	+2%	$13.7B
7	7 Monolithic Power Systems MPWR $61.1B	654	+3	+0.5%	$21.2B
8	8 Brookfield BN $80.3B	616	+12	+2%	$31.2B
9	9 nVent Electric NVT $24.7B	551	+57	+12%	$7.98B
10	10 Emcor EME $32.9B	527	+35	+7%	$9.3B
11	11 Vertiv VRT $85.8B	453	+101	+29%	$12.7B
12	12 Flex FLEX $37.1B	448	+8	+2%	$11.1B
13	13 Comfort Systems FIX $54.3B	399	+22	+6%	$5.97B
14	14 Cogent Communications CCOI $395M	310	+28	+10%	$2.61B
15	15 Advanced Energy AEIS $10.4B	295	+6	+2%	$3.97B
16	16 Aaon AAON $6.64B	291	-12	-4%	$3.28B
17	17 DELISTED DigitalBridge DBRG	269	+12	+5%	$2.6B
18	18 Sterling Infrastructure STRL $13.9B	268	+37	+16%	$1.79B
19	19 Modine Manufacturing MOD $8.38B	261	+61	+31%	$2.19B
20	20 FuelCell Energy FCEL $1.13B	242	+3	+1%	$248M
21	21 Riot Platforms RIOT $5.67B	226	+6	+3%	$746M
22	22 Telkom Indonesia TLK $12.6B	169	-12	-7%	$831M
23	23 Applied Digital APLD $6.14B	131	+5	+4%	$347M
24	24 Solaris Energy Infrastructure SEI $4.57B	119	+19	+19%	$230M
25	25 Hut 8 HUT $9.23B	117	-5	-4%	$57.9M