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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	2,284	+158	+7%	$108B
2	2 Prologis PLD $124B	1,484	-19	-1%	$91.5B
3	3 Digital Realty Trust DLR $63.8B	1,216	+102	+9%	$58.1B
4	4 Vertiv VRT $85.8B	1,204	+180	+18%	$35.5B
5	5 Equinix EQIX $98.3B	1,191	+44	+4%	$88B
6	6 Iron Mountain IRM $33B	1,069	+16	+2%	$24.9B
7	7 Dover DOV $26B	1,053	+63	+6%	$21.8B
8	8 Emcor EME $32.9B	892	+98	+12%	$19.2B
9	9 Monolithic Power Systems MPWR $61.1B	866	-16	-2%	$27.6B
10	10 Brookfield BN $80.3B	826	+77	+10%	$59.6B
11	11 Comfort Systems FIX $54.3B	665	+75	+13%	$14.4B
12	12 nVent Electric NVT $24.7B	642	+7	+1%	$10.4B
13	13 Flex FLEX $37.1B	570	+70	+14%	$15.1B
14	14 Sterling Infrastructure STRL $13.9B	445	+42	+10%	$4.48B
15	15 Aaon AAON $6.64B	423	+42	+11%	$6.83B
16	16 Modine Manufacturing MOD $8.38B	410	+14	+4%	$6.39B
17	17 Everus Construction Group ECG $5.8B	329	+329	–	$2.45B
18	18 Riot Platforms RIOT $5.67B	322	+62	+24%	$1.97B
19	19 Advanced Energy AEIS $10.4B	319	+4	+1%	$4.73B
20	20 Cogent Communications CCOI $395M	314	-2	-0.6%	$3.58B
21	21 DELISTED DigitalBridge DBRG	303	-7	-2%	$1.87B
22	22 TeraWulf WULF $5.76B	263	+43	+20%	$1.07B
23	23 IES Holdings IESC $11.3B	256	+18	+8%	$3.71B
24	24 Applied Digital APLD $6.14B	244	+74	+44%	$1.12B
25	25 Hut 8 HUT $9.23B	203	+43	+27%	$1.05B