AI Value ChainSupply constrained
Layer 4 of 6
Data Centers & Infra
Colocation REITs, servers, networking and neocloud operators. $700B of capex lands here as physical infrastructure — the layer converting capital into deployable compute.
Momentum
350–100 composite
Today
-1.90%cap-weighted
MTD
+5.92%month-to-date
YTD
+64.70%year trend
Tracked Cap
1.11T12 names
Price Explorer
$1,023.59-0.87%
Why it matters
The physical estate where AI runs.
2026 capex / spend$180B
Breadth advancing0%
Data Centers & Infra · Constituents
| Company | Role | Weight | Last | Change | Mkt Cap | Trend |
|---|---|---|---|---|---|---|
EQIX Equinix Inc. | Core | $1,023.59 | -0.87% | |||
DLR Digital Realty Trust | Core | $178.43 | -0.96% | |||
ANET Arista Networks | Core | $203.46 | -3.52% | |||
DELL Dell Technologies | Core | $573.61 | -0.55% | |||
SMCI Super Micro Computer | Core | $39.03 | -2.36% | |||
CRWV CoreWeave Inc. | Core | $77.33 | -3.65% | |||
VRT Vertiv Holdings | Enabler | $235.10 | -1.78% | |||
CIEN Ciena Corp. | Enabler | $388.51 | -4.07% | |||
NBIS Nebius Group | Core | $200.36 | -4.62% | |||
CRDO Credo Technology | Enabler | $189.76 | -5.52% | |||
IREN IREN Limited | Adjacent | $33.06 | -5.01% | |||
APLD Applied Digital | Adjacent | $21.64 | -6.95% |