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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 3,189
Funds Holding Change +327
Funds Holding Growth +11%
Value $486B
Holding in Top 10 338
Top 10 Change +81
Top 10 Growth +32%
Value Growth +17%
New 497
Increased 1,292
Reduced 1,086
Closed 125
Capital Inflow $18.5B
Capital Outflow $16.1B
Net Capital Flow +$2.4B
Capital Flow Change -$8.87B
Calls $2.15B
Puts $2.25B
Net Calls -$103M
Put/Call Ratio 1.05