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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	2,528	+60	+2%	$116B
2	2 Vertiv VRT $85.8B	1,841	+226	+14%	$78.7B
3	3 Prologis PLD $124B	1,681	+35	+2%	$115B
4	4 Equinix EQIX $98.3B	1,299	+103	+9%	$91.8B
5	5 Digital Realty Trust DLR $63.8B	1,253	+62	+5%	$57.6B
6	6 Comfort Systems FIX $54.3B	1,205	+164	+16%	$44.6B
7	7 Emcor EME $32.9B	1,164	+65	+6%	$30.6B
8	8 Dover DOV $26B	1,132	+18	+2%	$25.6B
9	9 Monolithic Power Systems MPWR $61.1B	1,122	+61	+6%	$51.6B
10	10 Iron Mountain IRM $33B	1,091	+79	+8%	$25.9B
11	11 Brookfield BN $80.3B	918	-22	-2%	$59.9B
12	12 nVent Electric NVT $24.7B	828	+77	+10%	$17.4B
13	13 Flex FLEX $37.1B	789	+23	+3%	$23.1B
14	14 Sterling Infrastructure STRL $13.9B	707	+68	+11%	$11.4B
15	15 Advanced Energy AEIS $10.4B	579	+114	+25%	$13.2B
16	16 Modine Manufacturing MOD $8.38B	549	+52	+10%	$11.9B
17	17 Iris Energy IREN $12B	504	+97	+24%	$5.27B
18	18 Everus Construction Group ECG $5.8B	491	+34	+7%	$4.99B
19	19 Applied Digital APLD $6.14B	458	+21	+5%	$4.69B
20	20 TeraWulf WULF $5.76B	449	+40	+10%	$4.57B
21	21 Riot Platforms RIOT $5.67B	404	+14	+4%	$3.47B
22	22 Aaon AAON $6.64B	402	+2	+0.5%	$5.77B
23	23 Cipher Digital CIFR $4.13B	371	+16	+5%	$3.99B
24	24 Solaris Energy Infrastructure SEI $4.57B	363	+27	+8%	$3.62B
25	25 IES Holdings IESC $11.3B	351	+7	+2%	$9.13B