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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 1,578
Funds Holding Change +120
Funds Holding Growth +8%
Value $116B
Holding in Top 10 190
Top 10 Change +26
Top 10 Growth +16%
Value Growth +4%
New 211
Increased 601
Reduced 617
Closed 75
Capital Inflow $7.88B
Capital Outflow $9.66B
Net Capital Flow -$1.78B
Capital Flow Change -$1.7B
Calls $1.03B
Puts $1.13B
Net Calls -$98.9M
Put/Call Ratio 1.1