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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 1,666
Funds Holding Change +33
Funds Holding Growth +2%
Value $130B
Holding in Top 10 189
Top 10 Change +5
Top 10 Growth +3%
Value Growth +7%
New 162
Increased 633
Reduced 713
Closed 107
Capital Inflow $7.88B
Capital Outflow $7.49B
Net Capital Flow +$388M
Capital Flow Change -$3.51B
Calls $501M
Puts $720M
Net Calls -$218M
Put/Call Ratio 1.44