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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 3,777
Funds Holding Change +92
Funds Holding Growth +2%
Value $625B
Holding in Top 10 386
Top 10 Change +46
Top 10 Growth +14%
Value Growth +14%
New 283
Increased 1,725
Reduced 1,378
Closed 147
Capital Inflow $23.9B
Capital Outflow $22B
Net Capital Flow +$1.9B
Capital Flow Change -$1.74B
Calls $6.2B
Puts $4.46B
Net Calls +$1.74B
Put/Call Ratio 0.72