
0100.HK-66.42%7.7%

AYI+5.02%7.7%

CAT+90.03%7.7%

CENER.AT+95.60%7.7%

CENX+97.75%7.7%

ENR.XETRA+64.67%7.7%

EOSE-39.72%7.7%

FLNC+50.40%7.7%

LINC+27.77%7.7%

NPKI+31.67%7.7%

RR.LSE+45.00%7.7%

SEI+85.90%7.7%

VIAV+250.45%7.7%
As of Aug 24, 2026, 4:53 AM ET
Fiscal Spend '25: Data Centers Constituents
Acuity Brands, Inc.AYI | 7.7% | 0.42% | -3.92% | 3.93% | 4.48% | -4.71% | 13.76% | 28.96% | 37.13% | 88.44% | 5.02% | $10.27B |
Caterpillar Inc.CAT | 7.7% | 1.53% | -1.83% | -6.84% | 1.61% | 44.52% | 11.45% | 149.53% | 141.42% | 327.64% | 90.03% | $381.36B |
Cenergy Holdings SACENER.AT | 7.7% | -1.25% | 0.46% | 6.91% | 4.24% | 46.03% | -0.90% | 159.05% | 136.89% | 805.28% | 95.60% | $5.53B |
Century Aluminum CompanyCENX | 7.7% | 1.20% | -16.01% | -4.96% | -1.90% | 12.10% | -14.82% | 136.13% | 189.71% | 283.58% | 97.75% | $4.35B |
Eos Energy Enterprises, Inc.EOSE | 7.7% | 10.12% | -10.14% | 9.80% | 12.72% | -66.75% | -33.10% | -4.51% | 61.44% | -71.59% | -39.72% | $1.10B |
Fluence Energy, Inc.FLNC | 7.7% | -0.44% | -13.50% | -15.62% | -18.59% | -42.67% | -27.03% | 133.33% | -42.08% | -67.60% | 50.40% | $2.09B |
Lincoln Educational Services CorporationLINC | 7.7% | -1.68% | -15.34% | -36.51% | -38.50% | 6.50% | -29.03% | 54.57% | 103.64% | 320.95% | 27.77% | $815.9M |
MiniMax Group Inc0100.HK | 7.7% | 11.86% | 5.85% | 77.14% | 50.56% | -66.55% | -66.37% | -66.55% | -66.48% | -66.48% | -66.42% | $13.89B |
NPK International Inc.NPKI | 7.7% | -0.87% | -1.23% | -4.67% | 9.53% | 14.77% | -5.20% | 120.65% | 67.85% | 530.41% | 31.67% | $1.16B |
Rolls-Royce Holdings plcRR.LSE | 7.7% | 0.19% | -1.36% | 8.41% | 3.24% | 31.85% | 13.59% | 107.20% | 210.92% | 1222.96% | 45.00% | $169.43B |
Siemens Energy AGENR.XETRA | 7.7% | 0.51% | -2.13% | 4.11% | 5.38% | 26.59% | -8.86% | 191.11% | 521.49% | 550.84% | 64.67% | $153.21B |
Solaris Energy Infrastructure, Inc.SEI | 7.7% | -1.77% | -9.37% | -1.39% | 3.64% | 15.90% | 7.35% | 132.77% | 339.97% | 764.43% | 85.90% | $3.27B |
Viavi Solutions Inc.VIAV | 7.7% | 0.88% | 1.30% | -1.57% | 5.28% | 118.29% | 30.93% | 240.93% | 364.20% | 137.63% | 250.45% | $9.60B |
| Theme return | — | 1.59% | -5.17% | -2.33% | 3.30% | 13.13% | -2.14% | 133.80% | 191.66% | 477.43% | 71.72% | — |
| Average | 7.7% | 1.59% | -5.17% | 2.98% | 3.21% | 10.45% | -8.33% | 106.40% | 158.93% | 371.27% | 56.78% | $58.16B |
| Median | 7.7% | 0.42% | -2.13% | -1.39% | 4.24% | 14.77% | -5.20% | 132.77% | 136.89% | 320.95% | 50.40% | $5.53B |
| Std Dev | 0.0% | 4.15% | 6.68% | 24.43% | 18.87% | 47.86% | 24.83% | 80.05% | 161.17% | 377.54% | 74.18% | $108.88B |
| Min | 7.7% | -1.77% | -16.01% | -36.51% | -38.50% | -66.75% | -66.37% | -66.55% | -66.48% | -71.59% | -66.42% | $815.9M |
| Max | 7.7% | 11.86% | 5.85% | 77.14% | 50.56% | 118.29% | 30.93% | 240.93% | 521.49% | 1222.96% | 250.45% | $381.36B |
| % Positive Tickers | 61.54% | 23.08% | 46.15% | 76.92% | 69.23% | 38.46% | 84.62% | 84.62% | 76.92% | 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.
