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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 1,769
Funds Holding Change +77
Funds Holding Growth +5%
Value $158B
Holding in Top 10 170
Top 10 Change -24
Top 10 Growth -12%
Value Growth -2%
New 218
Increased 661
Reduced 709
Closed 110
Capital Inflow $8.24B
Capital Outflow $10.6B
Net Capital Flow -$2.36B
Capital Flow Change -$3.04B
Calls $522M
Puts $578M
Net Calls -$55.8M
Put/Call Ratio 1.11