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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	2,078	+73	+4%	$103B
2	2 Prologis PLD $124B	1,451	-36	-2%	$96.1B
3	3 Digital Realty Trust DLR $63.8B	1,091	+45	+4%	$48.7B
4	4 Equinix EQIX $98.3B	1,090	-41	-4%	$68.1B
5	5 Iron Mountain IRM $33B	966	+26	+3%	$22.2B
6	6 Dover DOV $26B	954	+35	+4%	$21.1B
7	7 Vertiv VRT $85.8B	909	+149	+20%	$27B
8	8 Monolithic Power Systems MPWR $61.1B	836	+28	+3%	$38.6B
9	9 Emcor EME $32.9B	748	+90	+14%	$15.9B
10	10 Brookfield BN $80.3B	695	+13	+2%	$41.8B
11	11 nVent Electric NVT $24.7B	660	+50	+8%	$11.5B
12	12 Comfort Systems FIX $54.3B	555	+48	+9%	$10.5B
13	13 Flex FLEX $37.1B	474	0	0%	$11.5B
14	14 Aaon AAON $6.64B	361	+30	+9%	$5.13B
15	15 Modine Manufacturing MOD $8.38B	356	-12	-3%	$5.41B
16	16 Sterling Infrastructure STRL $13.9B	354	+24	+7%	$3.15B
17	17 Cogent Communications CCOI $395M	310	-5	-2%	$2.59B
18	18 Advanced Energy AEIS $10.4B	305	-5	-2%	$4.33B
19	19 DELISTED DigitalBridge DBRG	289	-15	-5%	$2.28B
20	20 Riot Platforms RIOT $5.67B	272	-18	-6%	$1.2B
21	21 TeraWulf WULF $5.76B	204	+74	+57%	$760M
22	22 FuelCell Energy FCEL $1.13B	198	-21	-10%	$129M
23	23 IES Holdings IESC $11.3B	197	+39	+25%	$2.56B
24	24 Telkom Indonesia TLK $12.6B	176	0	0%	$718M
25	25 Cipher Digital CIFR $4.13B	152	+27	+22%	$384M