← All themes

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 2,458
Funds Holding Change +224
Funds Holding Growth +10%
Value $270B
Holding in Top 10 224
Top 10 Change +16
Top 10 Growth +8%
Value Growth +6%
New 347
Increased 964
Reduced 881
Closed 84
Capital Inflow $12.6B
Capital Outflow $8.34B
Net Capital Flow +$4.24B
Capital Flow Change +$2.73B
Calls $1.16B
Puts $1.05B
Net Calls +$117M
Put/Call Ratio 0.9