Theme
Data Centers '26: Operators & Colocation☆
11 tickers$355.75B market cap
Thesis · Factor Profile · Watchlist
Sign in freeFree — see the thesis, factors, and track this theme.
- Read the full investment thesis for this theme
- See factor exposure vs market, sector, and narrative
- Save themes and track them on My watchlist

EQIX+14.45%18.0%

DLR-3.08%17.0%

GDS-36.30%12.0%

NXT.AU-62.78%10.0%

VNET-61.38%10.0%

1686.HK-15.80%9.0%

AJBU.SI-9.79%8.0%

DCII.JK-63.26%6.0%

SIFY-5.68%4.0%

9432.T+6.36%3.0%

9433.T+14.47%3.0%
As of Oct 26, 2026, 7:05 AM ET