0100.HK-71.08%7.7%
AYI+10.62%7.7%
CAT+130.65%7.7%
CENER.AT+96.26%7.7%
CENX+132.41%7.7%
ENR.XETRA+69.60%7.7%
EOSE-1.51%7.7%
FLNC+95.33%7.7%
LINC+141.84%7.7%
NPKI+67.40%7.7%
RR.LSE+45.27%7.7%
SEI+122.35%7.7%
VIAV+312.70%7.7%
As of Jul 10, 2026, 7:14 AM ET
Fiscal Spend '25: Data Centers Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
Caterpillar Inc.CAT | 7.7% | 0.24% | -1.02% | -9.18% | -5.35% | 63.81% | 26.33% | 182.83% | 130.65% | $432.26B |
Siemens Energy AGENR.XETRA | 7.7% | -1.65% | 2.98% | -0.45% | -3.90% | 26.22% | -9.12% | 190.25% | 69.60% | $152.75B |
MiniMax Group Inc0100.HK | 7.7% | -9.68% | -17.98% | -30.69% | -28.63% | -71.33% | -71.17% | -71.33% | -71.08% | $11.90B |
Viavi Solutions Inc.VIAV | 7.7% | -1.38% | 5.36% | -9.55% | -8.90% | 140.63% | 44.33% | 275.81% | 312.70% | $10.58B |
Acuity Brands, Inc.AYI | 7.7% | 3.00% | 1.48% | -8.97% | -8.95% | -7.05% | 10.96% | 25.78% | 10.62% | $10.02B |
Cenergy Holdings SACENER.AT | 7.7% | 3.15% | -1.52% | -7.15% | -2.60% | 40.20% | -4.86% | 148.70% | 96.26% | $5.25B |
Solaris Energy Infrastructure, Inc.SEI | 7.7% | 3.12% | 3.00% | -13.89% | -7.03% | 48.49% | 37.54% | 198.21% | 122.35% | $4.90B |
Century Aluminum CompanyCENX | 7.7% | -0.80% | 0.85% | -3.09% | 4.83% | 15.14% | -12.51% | 142.53% | 132.41% | $4.46B |
Fluence Energy, Inc.FLNC | 7.7% | 4.06% | 9.13% | -12.58% | -8.82% | -15.37% | 7.72% | 244.44% | 95.33% | $3.09B |
Lincoln Educational Services CorporationLINC | 7.7% | 0.84% | 1.00% | 10.89% | 3.93% | 126.42% | 50.88% | 228.61% | 141.84% | $1.73B |
Rolls-Royce Holdings plcRR.LSE | 7.7% | -0.92% | 3.01% | 3.03% | -0.61% | 24.18% | 6.98% | 95.15% | 45.27% | $1.59B |
Eos Energy Enterprises, Inc.EOSE | 7.7% | 0.44% | 1.66% | -24.79% | -17.48% | -60.03% | -19.58% | 14.79% | -1.51% | $1.33B |
NPK International Inc.NPKI | 7.7% | 0.80% | 1.26% | -9.07% | 0.91% | 21.06% | 0.00% | 132.74% | 67.40% | $1.22B |
| Theme return | — | 0.09% | 0.71% | -8.88% | -6.19% | 23.74% | 7.04% | 155.74% | 94.78% | — |
| Average | 7.7% | 0.09% | 0.71% | -8.88% | -6.35% | 27.11% | 5.19% | 139.12% | 88.60% | $49.31B |
| Median | 7.7% | 0.44% | 1.48% | -9.07% | -5.35% | 24.18% | 6.98% | 148.70% | 95.33% | $4.90B |
| Std Dev | 0.0% | 3.36% | 6.00% | 10.41% | 8.67% | 58.95% | 30.69% | 96.27% | 87.87% | $117.35B |
| Min | 7.7% | -9.68% | -17.98% | -30.69% | -28.63% | -71.33% | -71.17% | -71.33% | -71.08% | $1.22B |
| Max | 7.7% | 4.06% | 9.13% | 10.89% | 4.83% | 140.63% | 50.88% | 275.81% | 312.70% | $432.26B |
| % Positive Tickers | 61.54% | 76.92% | 15.38% | 23.08% | 69.23% | 53.85% | 92.31% | 84.62% |
About this theme
Fiscal Spend '25: Data Centers tracks 13 publicly listed stocks in this theme. Sample tickers: 0100.HK, AYI, CAT, CENER.AT, CENX, ENR.XETRA, EOSE, FLNC, LINC, NPKI, RR.LSE, SEI, and 1 more. Use the table below for the full list.
