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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

Increased
Reduced
Net increased
Funds Holding 1,610
Funds Holding Change +28
Funds Holding Growth +2%
Value $116B
Holding in Top 10 183
Top 10 Change +8
Top 10 Growth +5%
Value Growth -7%
New 154
Increased 658
Reduced 649
Closed 114
Capital Inflow $8.63B
Capital Outflow $9.18B
Net Capital Flow -$551M
Capital Flow Change +$206M
Calls $968M
Puts $726M
Net Calls +$242M
Put/Call Ratio 0.75