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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 3,112
Funds Holding Change +46
Funds Holding Growth +2%
Value $396B
Holding in Top 10 282
Top 10 Change +3
Top 10 Growth +1%
Value Growth +13%
New 258
Increased 1,324
Reduced 1,194
Closed 143
Capital Inflow $19.5B
Capital Outflow $9.84B
Net Capital Flow +$9.63B
Capital Flow Change +$7.1B
Calls $2.04B
Puts $1.99B
Net Calls +$46.5M
Put/Call Ratio 0.98