← All themes

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	2,468	+79	+3%	$102B
2	2 Prologis PLD $124B	1,646	+135	+9%	$111B
3	3 Vertiv VRT $85.8B	1,615	+178	+12%	$48.5B
4	4 Equinix EQIX $98.3B	1,196	+15	+1%	$72.2B
5	5 Digital Realty Trust DLR $63.8B	1,191	-31	-3%	$53.2B
6	6 Dover DOV $26B	1,114	+59	+6%	$23.8B
7	7 Emcor EME $32.9B	1,099	+32	+3%	$26.1B
8	8 Monolithic Power Systems MPWR $61.1B	1,061	+80	+8%	$44.1B
9	9 Comfort Systems FIX $54.3B	1,041	+154	+17%	$31B
10	10 Iron Mountain IRM $33B	1,012	-5	-0.5%	$21.4B
11	11 Brookfield BN $80.3B	940	+58	+7%	$70.5B
12	12 Flex FLEX $37.1B	766	+66	+9%	$22.1B
13	13 nVent Electric NVT $24.7B	751	+59	+9%	$15.3B
14	14 Sterling Infrastructure STRL $13.9B	639	+47	+8%	$8.55B
15	15 Modine Manufacturing MOD $8.38B	497	+41	+9%	$7.87B
16	16 Advanced Energy AEIS $10.4B	465	+64	+16%	$8.61B
17	17 Everus Construction Group ECG $5.8B	457	+55	+14%	$3.63B
18	18 Applied Digital APLD $6.14B	437	+68	+18%	$4.41B
19	19 TeraWulf WULF $5.76B	409	+82	+25%	$3.39B
20	20 Iris Energy IREN $12B	407	+57	+16%	$5.36B
21	21 Aaon AAON $6.64B	400	-3	-0.7%	$5.61B
22	22 Riot Platforms RIOT $5.67B	390	-6	-2%	$3.38B
23	23 Cipher Digital CIFR $4.13B	355	+57	+19%	$4.49B
24	24 IES Holdings IESC $11.3B	344	+23	+7%	$7.37B
25	25 Solaris Energy Infrastructure SEI $4.57B	336	+62	+23%	$3.11B