Theme

AI '26: AI Insulated REITs

9 tickers$662.48B market cap
10D rank#209of 1,032 themes#8of 43 in AI
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As of Aug 24, 2026, 4:53 AM ET

AI '26: AI Insulated REITs Constituents

American Healthcare REIT, Inc.AHR
11.1%0.29%6.15%-2.63%0.59%18.85%7.06%84.99%178.52%358.09%33.18%$11.56B
American Tower CorporationAMT
11.1%0.05%3.69%5.48%1.41%0.13%-8.37%-19.32%-21.30%-32.49%-17.03%$81.92B
Crown Castle Inc.CCI
11.1%0.16%2.54%0.81%-1.04%-15.03%-15.67%-27.26%-30.82%-54.50%-27.25%$33.00B
Digital Realty Trust, Inc.DLR
11.1%-1.89%-0.10%-4.25%1.11%23.21%7.57%31.06%30.96%37.63%15.83%$70.52B
Equinix, Inc.EQIX
11.1%-1.59%3.20%-1.74%4.52%39.06%9.35%30.38%32.25%38.74%36.29%$105.12B
Iron Mountain IncorporatedIRM
11.1%-0.75%-0.30%-4.90%-0.25%47.10%12.64%42.20%12.94%221.66%32.44%$36.30B
Prologis, Inc.PLD
11.1%0.80%1.65%-3.95%-1.94%11.08%-0.54%26.22%11.83%16.77%26.29%$132.31B
SBA Communications CorporationSBAC
11.1%1.14%0.34%5.20%0.89%-5.60%-9.23%-16.75%-19.30%-46.64%-18.07%$19.37B
Welltower Inc.WELL
11.1%0.80%6.28%-5.07%2.07%28.93%15.54%56.32%101.39%211.49%45.53%$172.38B
Theme return-0.11%2.61%1.23%1.28%17.11%3.20%21.76%29.95%49.05%15.36%
Average11.1%-0.11%2.61%-1.23%0.82%16.41%2.04%23.09%32.94%83.42%14.13%$73.61B
Median11.1%0.16%2.54%-2.63%0.89%18.85%7.06%30.38%12.94%37.63%26.29%$70.52B
Std Dev0.0%1.01%2.34%3.91%1.76%19.52%10.33%35.51%63.65%136.98%25.92%$51.75B
Min11.1%-1.89%-0.30%-5.07%-1.94%-15.03%-15.67%-27.26%-30.82%-54.50%-27.25%$11.56B
Max11.1%1.14%6.28%5.48%4.52%47.10%15.54%84.99%178.52%358.09%45.53%$172.38B
% Positive Tickers66.67%77.78%33.33%66.67%77.78%55.56%66.67%66.67%66.67%66.67%

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About this theme

AI '26: AI Insulated REITs tracks 9 publicly listed stocks in this theme: AHR, AMT, CCI, DLR, EQIX, IRM, PLD, SBAC, WELL. See the constituent table for details.

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