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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	2,005	+188	+10%	$103B
2	2 Prologis PLD $124B	1,487	+9	+0.6%	$112B
3	3 Equinix EQIX $98.3B	1,131	+10	+0.9%	$75.2B
4	4 Digital Realty Trust DLR $63.8B	1,046	+6	+0.6%	$44.8B
5	5 Iron Mountain IRM $33B	940	+48	+5%	$19B
6	6 Dover DOV $26B	919	+32	+4%	$21.1B
7	7 Monolithic Power Systems MPWR $61.1B	808	+72	+10%	$31.2B
8	8 Vertiv VRT $85.8B	760	+177	+30%	$25.2B
9	9 Brookfield BN $80.3B	682	+13	+2%	$42.1B
10	10 Emcor EME $32.9B	658	+92	+16%	$15.1B
11	11 nVent Electric NVT $24.7B	610	+54	+10%	$11.4B
12	12 Comfort Systems FIX $54.3B	507	+60	+13%	$11B
13	13 Flex FLEX $37.1B	474	-2	-0.4%	$11.3B
14	14 Modine Manufacturing MOD $8.38B	368	+72	+24%	$4.87B
15	15 Aaon AAON $6.64B	331	+29	+10%	$5.12B
16	16 Sterling Infrastructure STRL $13.9B	330	+36	+12%	$2.81B
17	17 Cogent Communications CCOI $395M	315	+4	+1%	$2.92B
18	18 Advanced Energy AEIS $10.4B	310	+19	+7%	$4B
19	19 DELISTED DigitalBridge DBRG	304	-1	-0.3%	$3.15B
20	20 Riot Platforms RIOT $5.67B	290	+12	+4%	$1.42B
21	21 FuelCell Energy FCEL $1.13B	219	-11	-5%	$227M
22	22 Telkom Indonesia TLK $12.6B	176	-11	-6%	$849M
23	23 IES Holdings IESC $11.3B	158	+25	+19%	$2.22B
24	24 Keel Infrastructure Corp KEEL $1.57B	134	+15	+13%	$165M
25	25 Solaris Energy Infrastructure SEI $4.57B	133	-7	-5%	$215M