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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	2,389	+64	+3%	$119B
2	2 Prologis PLD $124B	1,511	+17	+1%	$99B
3	3 Vertiv VRT $85.8B	1,437	+127	+10%	$45.3B
4	4 Digital Realty Trust DLR $63.8B	1,222	-8	-0.7%	$54.7B
5	5 Equinix EQIX $98.3B	1,181	-18	-2%	$72.3B
6	6 Emcor EME $32.9B	1,067	+120	+13%	$26.7B
7	7 Dover DOV $26B	1,055	-4	-0.4%	$19.6B
8	8 Iron Mountain IRM $33B	1,017	-28	-3%	$25.5B
9	9 Monolithic Power Systems MPWR $61.1B	981	+75	+8%	$43B
10	10 Comfort Systems FIX $54.3B	887	+133	+18%	$27.5B
11	11 Brookfield BN $80.3B	882	+27	+3%	$68.4B
12	12 Flex FLEX $37.1B	700	+52	+8%	$20.6B
13	13 nVent Electric NVT $24.7B	692	+59	+9%	$14.8B
14	14 Sterling Infrastructure STRL $13.9B	592	+75	+15%	$10.4B
15	15 Modine Manufacturing MOD $8.38B	456	+40	+10%	$8.27B
16	16 Aaon AAON $6.64B	403	+11	+3%	$6.8B
17	17 Everus Construction Group ECG $5.8B	402	+53	+15%	$3.63B
18	18 Advanced Energy AEIS $10.4B	401	+30	+8%	$6.81B
19	19 Riot Platforms RIOT $5.67B	396	+40	+11%	$4.94B
20	20 Applied Digital APLD $6.14B	369	+87	+31%	$4.1B
21	21 Iris Energy IREN $12B	350	+143	+69%	$6.1B
22	22 TeraWulf WULF $5.76B	327	+53	+19%	$3.06B
23	23 IES Holdings IESC $11.3B	321	+48	+18%	$7.63B
24	24 DELISTED DigitalBridge DBRG	305	-12	-4%	$1.99B
25	25 Cipher Digital CIFR $4.13B	298	+76	+34%	$3.51B