Data Centres & Digital Infrastructure

22 companies tracked across 5 subsectors.

2.1 Hyperscale & Cloud Operators

GOOGL

Alphabet (Google)

AMZN

Amazon (AWS)

META

Meta Platforms

MSFT

Microsoft (Azure)

ORCL

Oracle

2.2 Facility Operators & REITs

APLD

Applied Digital

DLR

Digital Realty

EQIX

Equinix

IRM

Iron Mountain

2.3 Thermal Management & Cooling

MOD

Modine Mfg

MTRS.ST

Munters

SBGSY

Schneider Electric

VRT

Vertiv

NVT

nVent Electric

2.4 Power Infrastructure & Electrical (The "Grid Problem")

ABB

ABB

CMI

Cummins

2308.TW

Delta Electronics

ETN

Eaton

2.5 Connectivity & Networking (The "Speed Problem")

ANET

Arista Networks

CSCO

Cisco Systems

GLW

Corning

FN

Fabrinet