← 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 3,685
Funds Holding Change +97
Funds Holding Growth +3%
Value $549B
Holding in Top 10 340
Top 10 Change -24
Top 10 Growth -7%
Value Growth -0.8%
New 284
Increased 1,526
Reduced 1,485
Closed 139
Capital Inflow $23.8B
Capital Outflow $20.1B
Net Capital Flow +$3.65B
Capital Flow Change +$8.78B
Calls $5.59B
Puts $3.92B
Net Calls +$1.67B
Put/Call Ratio 0.7