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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 1,846
Funds Holding Change +36
Funds Holding Growth +2%
Value $187B
Holding in Top 10 188
Top 10 Change +13
Top 10 Growth +7%
Value Growth +4%
New 128
Increased 763
Reduced 730
Closed 79
Capital Inflow $8.58B
Capital Outflow $6.43B
Net Capital Flow +$2.16B
Capital Flow Change -$16B
Calls $525M
Puts $609M
Net Calls -$84.2M
Put/Call Ratio 1.16