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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	2,193	-91	-4%	$88.8B
2	2 Prologis PLD $124B	1,514	+30	+2%	$96.6B
3	3 Equinix EQIX $98.3B	1,205	+14	+1%	$76.6B
4	4 Digital Realty Trust DLR $63.8B	1,178	-38	-3%	$47.5B
5	5 Vertiv VRT $85.8B	1,149	-55	-5%	$21.7B
6	6 Dover DOV $26B	1,063	+10	+0.9%	$20.6B
7	7 Iron Mountain IRM $33B	997	-72	-7%	$21.1B
8	8 Emcor EME $32.9B	877	-15	-2%	$15.7B
9	9 Monolithic Power Systems MPWR $61.1B	863	-3	-0.3%	$27.1B
10	10 Brookfield BN $80.3B	821	-5	-0.6%	$53.5B
11	11 Comfort Systems FIX $54.3B	631	-34	-5%	$10.9B
12	12 nVent Electric NVT $24.7B	620	-22	-3%	$8.26B
13	13 Flex FLEX $37.1B	583	+13	+2%	$12.4B
14	14 Sterling Infrastructure STRL $13.9B	435	-10	-2%	$3.04B
15	15 Modine Manufacturing MOD $8.38B	386	-24	-6%	$4.39B
16	16 Aaon AAON $6.64B	384	-39	-9%	$4.79B
17	17 Advanced Energy AEIS $10.4B	355	+36	+11%	$3.83B
18	18 Riot Platforms RIOT $5.67B	331	+9	+3%	$1.45B
19	19 Cogent Communications CCOI $395M	320	+6	+2%	$2.84B
20	20 Everus Construction Group ECG $5.8B	319	-10	-3%	$1.51B
21	21 DELISTED DigitalBridge DBRG	302	-1	-0.3%	$1.47B
22	22 TeraWulf WULF $5.76B	270	+7	+3%	$520M
23	23 Applied Digital APLD $6.14B	251	+7	+3%	$821M
24	24 IES Holdings IESC $11.3B	244	-12	-5%	$3.13B
25	25 Hut 8 HUT $9.23B	206	+3	+1%	$610M