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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	1,817	+163	+10%	$80.3B
2	2 Prologis PLD $124B	1,478	+99	+7%	$116B
3	3 Equinix EQIX $98.3B	1,121	+113	+11%	$73B
4	4 Digital Realty Trust DLR $63.8B	1,040	+92	+10%	$42.1B
5	5 Iron Mountain IRM $33B	892	+61	+7%	$16.4B
6	6 Dover DOV $26B	887	+48	+6%	$18.2B
7	7 Monolithic Power Systems MPWR $61.1B	736	+82	+13%	$28.8B
8	8 Brookfield BN $80.3B	669	+53	+9%	$41.4B
9	9 Vertiv VRT $85.8B	583	+130	+29%	$16.5B
10	10 Emcor EME $32.9B	566	+39	+7%	$9.47B
11	11 nVent Electric NVT $24.7B	556	+5	+0.9%	$9B
12	12 Flex FLEX $37.1B	476	+28	+6%	$12B
13	13 Comfort Systems FIX $54.3B	447	+48	+12%	$7.2B
14	14 Cogent Communications CCOI $395M	311	+1	+0.3%	$3.34B
15	15 DELISTED DigitalBridge DBRG	305	+36	+13%	$2.68B
16	16 Aaon AAON $6.64B	302	+11	+4%	$4.29B
17	17 Modine Manufacturing MOD $8.38B	296	+35	+13%	$2.93B
18	18 Sterling Infrastructure STRL $13.9B	294	+26	+10%	$2.23B
19	19 Advanced Energy AEIS $10.4B	291	-4	-1%	$4.46B
20	20 Riot Platforms RIOT $5.67B	278	+52	+23%	$1.6B
21	21 FuelCell Energy FCEL $1.13B	230	-12	-5%	$311M
22	22 Telkom Indonesia TLK $12.6B	187	+18	+11%	$972M
23	23 Solaris Energy Infrastructure SEI $4.57B	140	+21	+18%	$192M
24	24 Applied Digital APLD $6.14B	136	+5	+4%	$451M
25	25 IES Holdings IESC $11.3B	133	+17	+15%	$1.44B