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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	2,325	+132	+6%	$117B
2	2 Prologis PLD $124B	1,494	-20	-1%	$92.2B
3	3 Vertiv VRT $85.8B	1,310	+161	+14%	$39.4B
4	4 Digital Realty Trust DLR $63.8B	1,230	+52	+4%	$57.5B
5	5 Equinix EQIX $98.3B	1,199	-6	-0.5%	$74B
6	6 Dover DOV $26B	1,059	-4	-0.4%	$21.8B
7	7 Iron Mountain IRM $33B	1,045	+48	+5%	$25.5B
8	8 Emcor EME $32.9B	947	+70	+8%	$22.7B
9	9 Monolithic Power Systems MPWR $61.1B	906	+43	+5%	$34.6B
10	10 Brookfield BN $80.3B	855	+34	+4%	$63.1B
11	11 Comfort Systems FIX $54.3B	754	+123	+19%	$18.1B
12	12 Flex FLEX $37.1B	648	+65	+11%	$18.9B
13	13 nVent Electric NVT $24.7B	633	+13	+2%	$11.8B
14	14 Sterling Infrastructure STRL $13.9B	517	+82	+19%	$7.13B
15	15 Modine Manufacturing MOD $8.38B	416	+30	+8%	$5.6B
16	16 Aaon AAON $6.64B	392	+8	+2%	$4.67B
17	17 Advanced Energy AEIS $10.4B	371	+16	+5%	$5.28B
18	18 Riot Platforms RIOT $5.67B	356	+25	+8%	$2.45B
19	19 Everus Construction Group ECG $5.8B	349	+30	+9%	$2.6B
20	20 DELISTED DigitalBridge DBRG	317	+15	+5%	$1.75B
21	21 Cogent Communications CCOI $395M	294	-26	-8%	$2.36B
22	22 Applied Digital APLD $6.14B	282	+31	+12%	$1.45B
23	23 TeraWulf WULF $5.76B	274	+4	+1%	$930M
24	24 IES Holdings IESC $11.3B	273	+29	+12%	$5.67B
25	25 Cipher Digital CIFR $4.13B	222	+24	+12%	$1.37B