← 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

Value
Increase
Decrease
Funds Holding 3,004
Funds Holding Change -71
Funds Holding Growth -2%
Value $349B
Holding in Top 10 281
Top 10 Change -19
Top 10 Growth -6%
Value Growth -19%
New 210
Increased 1,223
Reduced 1,218
Closed 241
Capital Inflow $17.2B
Capital Outflow $13B
Net Capital Flow +$4.28B
Capital Flow Change +$17.9B
Calls $1.97B
Puts $1.78B
Net Calls +$192M
Put/Call Ratio 0.9