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
690–100 composite
Today
-0.05%cap-weighted
MTD
+15.95%month-to-date
YTD
+130.20%year trend
Tracked Cap
1.14T12 names
Price Explorer
$1,073.78+0.43%
Why it matters
The physical estate where AI runs.
2026 capex / spend$180B
Breadth advancing50%
Data Centers & Infra · Constituents
| Company | Role | Weight | Last | Change | Mkt Cap | Trend |
|---|---|---|---|---|---|---|
EQIX Equinix Inc. | Core | $1,073.78 | +0.43% | |||
DLR Digital Realty Trust | Core | $197.58 | +0.26% | |||
ANET Arista Networks | Core | $203.62 | -3.27% | |||
DELL Dell Technologies | Core | $494.51 | +2.07% | |||
SMCI Super Micro Computer | Core | $39.16 | +4.12% | |||
CRWV CoreWeave Inc. | Core | $106.29 | -1.34% | |||
VRT Vertiv Holdings | Enabler | $287.07 | -0.45% | |||
CIEN Ciena Corp. | Enabler | $442.79 | +2.49% | |||
NBIS Nebius Group | Core | $255.04 | -1.60% | |||
CRDO Credo Technology | Enabler | $265.99 | -0.81% | |||
IREN IREN Limited | Adjacent | $44.76 | +2.50% | |||
APLD Applied Digital | Adjacent | $30.62 | -1.70% |