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Data Centers '25: Telecom & Communications
7 tickers · $597.63B total market cap
Group: Data Centers
Data Centers '25: Telecom & Communications tracks 7 publicly listed stocks in this theme: AMT, CCI, LUMN, MSI, SBAC, T, TMUS. See the constituent table for details.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
T-Mobile US, Inc.TMUS | 04/28/2026 (AMC) | 04/28/2026 (AMC) | 4.75% | 8.44% | -14.93% | -2.40% | $206.32B | 14.2857 |
AT&T Inc.T | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 9.26% | 2.82% | 2.98% | -6.13% | $169.75B | 14.2857 |
American Tower CorporationAMT | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -3.98% | 1.65% | -3.93% | 2.70% | $82.68B | 14.2857 |
Motorola Solutions, Inc.MSI | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 9.65% | -11.45% | -6.18% | 3.84% | $68.10B | 14.2857 |
Crown Castle Inc.CCI | 04/22/2026 (AMC) | 04/22/2026 (AMC) | -6.07% | 3.06% | 6.34% | 5.51% | $39.25B | 14.2857 |
SBA Communications CorporationSBAC | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 4.68% | 1.66% | 7.36% | -6.19% | $21.57B | 14.2857 |
Lumen Technologies, Inc.LUMN | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -26.36% | 5.14% | 48.15% | -6.32% | $9.96B | 14.2857 |
| Average | -1.15% | 1.62% | 5.68% | -1.28% | $85.38B | 14.2857 | ||
| Median | 4.68% | 2.82% | 2.98% | -2.40% | $68.10B | 14.2857 | ||
| Std Dev | 11.72% | 5.77% | 18.79% | 4.82% | $69.63B | 0.0% | ||
| Min | -26.36% | -11.45% | -14.93% | -6.32% | $9.96B | 14.2857 | ||
| Max | 9.65% | 8.44% | 48.15% | 5.51% | $206.32B | 14.2857 | ||
| % Positive Tickers | 57.14% | 85.71% | 57.14% | 42.86% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.