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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

Holding in Top 10
Increase
Decrease
Funds Holding 2,220
Funds Holding Change -7
Funds Holding Growth -0.3%
Value $236B
Holding in Top 10 191
Top 10 Change -16
Top 10 Growth -8%
Value Growth +5%
New 140
Increased 933
Reduced 876
Closed 121
Capital Inflow $10.8B
Capital Outflow $7.73B
Net Capital Flow +$3.07B
Capital Flow Change -$97.1M
Calls $730M
Puts $1.04B
Net Calls -$311M
Put/Call Ratio 1.43