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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 1,582
Funds Holding Change -4
Funds Holding Growth -0.3%
Value $125B
Holding in Top 10 175
Top 10 Change +3
Top 10 Growth +2%
Value Growth +7%
New 114
Increased 648
Reduced 639
Closed 110
Capital Inflow $8.12B
Capital Outflow $8.87B
Net Capital Flow -$757M
Capital Flow Change -$390M
Calls $1.29B
Puts $786M
Net Calls +$502M
Put/Call Ratio 0.61