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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 2,862
Funds Holding Change +30
Funds Holding Growth +1%
Value $416B
Holding in Top 10 257
Top 10 Change -3
Top 10 Growth -1%
Value Growth +1%
New 182
Increased 1,236
Reduced 1,096
Closed 116
Capital Inflow $23.9B
Capital Outflow $12.7B
Net Capital Flow +$11.3B
Capital Flow Change +$5.13B
Calls $2.16B
Puts $2.61B
Net Calls -$445M
Put/Call Ratio 1.21