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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	2,126	+48	+2%	$107B
2	2 Prologis PLD $124B	1,503	+52	+4%	$109B
3	3 Equinix EQIX $98.3B	1,147	+57	+5%	$81.5B
4	4 Digital Realty Trust DLR $63.8B	1,114	+23	+2%	$52.3B
5	5 Iron Mountain IRM $33B	1,053	+87	+9%	$28.8B
6	6 Vertiv VRT $85.8B	1,024	+115	+13%	$32B
7	7 Dover DOV $26B	990	+36	+4%	$22.4B
8	8 Monolithic Power Systems MPWR $61.1B	882	+46	+6%	$42.8B
9	9 Emcor EME $32.9B	794	+46	+6%	$18.3B
10	10 Brookfield BN $80.3B	749	+54	+8%	$54.6B
11	11 nVent Electric NVT $24.7B	635	-25	-4%	$10.6B
12	12 Comfort Systems FIX $54.3B	590	+35	+6%	$13B
13	13 Flex FLEX $37.1B	500	+26	+5%	$13B
14	14 Sterling Infrastructure STRL $13.9B	403	+49	+14%	$3.84B
15	15 Modine Manufacturing MOD $8.38B	396	+40	+11%	$7.23B
16	16 Aaon AAON $6.64B	381	+20	+6%	$6.33B
17	17 Cogent Communications CCOI $395M	316	+6	+2%	$3.52B
18	18 Advanced Energy AEIS $10.4B	315	+10	+3%	$4.18B
19	19 DELISTED DigitalBridge DBRG	310	+21	+7%	$2.38B
20	20 Riot Platforms RIOT $5.67B	260	-12	-4%	$977M
21	21 IES Holdings IESC $11.3B	238	+41	+21%	$3.69B
22	22 TeraWulf WULF $5.76B	220	+16	+8%	$785M
23	23 FuelCell Energy FCEL $1.13B	178	-20	-10%	$69.7M
24	24 Applied Digital APLD $6.14B	170	+34	+25%	$1.12B
25	25 Cipher Digital CIFR $4.13B	166	+14	+9%	$399M