Group

Data Centers

27 themes205 tickers
10D rank#120of 129 groups

You hear about the data center build out -- but what does it mean? Who benefits? Our Data Centers group explores the entire ecosystem, from the ground up. We cover everything from construction and power to cooling and connectivity, revealing the essential infrastructure behind our always-on lives.

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As of Jul 10, 2026, 7:14 AM ET

Themes in this group

Build 20260710T074722

Data Centers '25: Development, Investment & Real Estate4$21.99B$87.97B+1.60%+0.22%+4.54%+5.17%-1.43%+6.40%+70.37%+7.17%-5.39%+17.64%-1.76%-5.63%
Data Centers '25: Industrial Inputs & Distribution9$72.07B$648.61B+0.15%-0.09%+2.31%+0.01%+8.46%+0.91%+21.82%+48.10%+0.58%+5.52%+0.80%+1.82%
Data Centers '25: Fleet & Heavy Transport4$6.40B$25.61B-1.12%+1.16%+0.50%-0.54%+17.18%+14.41%+29.36%+43.23%+12.28%+16.95%+12.32%+7.12%
Data Centers '25: Security, Electrical & Mgmt Systems8$19.75B$157.98B-1.50%+1.21%-1.28%-3.32%+5.91%+15.00%+42.64%+16.21%-3.71%+28.38%-1.68%-2.19%
Data Centers '25: Waste, Safety & Asset Protection5$34.95B$174.74B+0.29%-0.09%-1.44%+0.13%+9.48%+14.94%+31.54%+62.89%-2.34%+12.68%+1.11%+4.28%
Data Centers '25: Emissions, Efficiency & Renewables6$22.36B$134.14B-0.14%+0.87%-1.61%-1.84%+24.20%+60.36%+153.65%+101.13%+5.50%+111.27%+12.88%-12.47%
Data Centers '25: Water & Fluid Systems11$20.96B$230.60B-0.28%+0.43%-2.02%-1.43%+4.18%+5.24%+30.62%+39.24%-8.04%+18.89%-4.04%+0.15%
Data Centers '25: Telecom & Communications7$78.36B$548.50B+0.22%+0.21%-2.33%+0.60%-4.78%-6.80%+40.81%+15.10%-12.15%-6.00%+2.89%-10.16%
Data Centers '25: Air Quality & Specialized Components5$9.34B$46.70B-0.30%+1.98%-2.43%-2.11%-6.59%+16.61%+38.96%+154.49%-15.07%+34.89%+1.26%-13.66%
Data Centers '25: Cabling & Network Infrastructure6$46.24B$277.43B+1.04%+2.81%-2.69%-0.92%+29.51%+67.19%+206.06%+207.17%+19.70%+122.18%+0.21%+5.98%
Data Centers '25: HVAC & Cooling13$48.69B$632.91B+0.59%+1.94%-3.07%-1.47%+45.88%+68.48%+97.24%+173.65%+12.68%+104.15%+3.44%-2.64%
Data Centers '25: Construction & Engineering Services8$22.87B$182.95B-0.43%+0.17%-3.08%-1.82%-2.33%+10.28%+68.15%+73.72%-12.68%+40.81%-1.00%-10.18%
Data Centers '25: Core Construction Materials16$23.78B$380.49B+0.66%-0.00%-3.10%-0.53%+6.48%+21.72%+43.54%+100.79%-0.82%+31.06%+1.86%-3.86%
Data Centers '26: Recip Engines & Gas Turbines10$114.58B$1.15T-0.31%+0.76%-3.16%-3.40%+34.42%+73.67%+226.95%+321.98%+4.52%+131.32%+8.91%-4.38%
Data Centers '25: Electrical & Grid Infra14$85.75B$1.20T+0.03%+1.32%-3.41%-2.48%+36.15%+65.71%+151.79%+186.39%+9.74%+119.21%+1.31%-4.08%
Data Centers '25: Mechanical & Services7$42.24B$295.71B-0.79%+3.30%-3.43%-1.39%+35.22%+72.25%+160.70%+267.69%+10.66%+129.02%+8.94%-6.11%
Data Centers '25: Heat Exchange & Fluid Systems4$17.45B$69.81B-0.55%+1.38%-3.67%-2.73%+27.38%+48.80%+55.78%+83.99%+1.24%+56.70%+1.90%-5.06%
Data Centers '26: Solid Oxide Fuel Systems10$44.12B$441.19B-0.22%+1.13%-3.89%-7.62%+101.55%+273.75%+392.21%+469.86%+43.86%+422.02%+6.38%-8.90%
Data Centers '25: Chemicals & Industrial Products4$5.35B$21.41B+0.08%+0.70%-4.50%-2.37%+13.71%+35.11%+28.16%+24.01%-3.06%+38.89%+8.40%-5.94%
Data Centers '25: Equipment & Rentals14$53.66B$751.18B+0.23%+0.14%-4.95%-2.57%+16.50%+9.58%+33.99%+127.08%-3.30%+27.47%+6.17%+6.68%
Data Centers '25: Contractors, Modular & Precast4$3.76B$15.05B-1.06%+1.23%-5.65%-3.63%+19.25%-2.82%+4.18%+38.33%+5.29%+10.41%-2.21%+4.57%
Data Centers '25: NatGas & Midstream8$36.21B$289.68B+0.59%-0.48%-6.56%-3.11%+10.83%-1.13%+55.47%+157.78%-3.95%+2.87%+0.25%-3.42%
Data Centers '25: Structural & Envelope Systems6$9.34B$56.03B-0.64%+1.94%-6.93%-6.22%+5.16%+2.68%+19.38%+10.91%-5.10%+11.67%+1.87%-2.13%
Data Centers '25: Electrical & Lighting Systems6$12.26B$73.59B+0.26%+2.57%-8.34%-3.92%+34.80%+53.56%+94.12%+201.99%+20.56%+107.77%+5.91%-3.34%
Data Centers '25: Energy Storage & Backup11$178.84B$1.97T+0.33%+1.87%-8.62%-4.22%+12.29%+65.33%+109.51%+95.01%+4.38%+96.93%-1.86%+3.66%
Data Centers '25: Optical & Fiber Systems7$55.97B$391.78B-0.75%+3.45%-8.98%+1.83%+80.39%+250.34%+393.81%+489.28%+23.35%+337.53%-7.79%+18.60%
Data Centers '25: Construction & Infrastructure Services9$10.78B$97.06B+0.60%-1.04%-10.83%-5.86%+31.11%+51.67%+171.54%+363.76%+8.42%+104.54%+16.20%-9.71%

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