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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

New
Closed
Net new
Funds Holding 1,458
Funds Holding Change -12
Funds Holding Growth -0.8%
Value $112B
Holding in Top 10 164
Top 10 Change -2
Top 10 Growth -1%
Value Growth +3%
New 115
Increased 582
Reduced 612
Closed 111
Capital Inflow $6.95B
Capital Outflow $7.03B
Net Capital Flow -$80.2M
Capital Flow Change -$113B
Calls $911M
Puts $801M
Net Calls +$111M
Put/Call Ratio 0.88