← 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

New
Increased
Maintained
Reduced
Closed
Funds Holding 1,810
Funds Holding Change +41
Funds Holding Growth +2%
Value $180B
Holding in Top 10 175
Top 10 Change +5
Top 10 Growth +3%
Value Growth +14%
New 165
Increased 756
Reduced 692
Closed 98
Capital Inflow $24.4B
Capital Outflow $6.18B
Net Capital Flow +$18.2B
Capital Flow Change +$20.5B
Calls $481M
Puts $581M
Net Calls -$99.5M
Put/Call Ratio 1.21