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Index
US Data Centres Index
official“An index of US-listed data-center REITs, operators, and direct enablers — landlords, power suppliers, cooling, and grid contractors — capturing the physical footprint of AI compute.”
built · 2026-04-30 21:02·rebalance · quarterly·next run · 2026-07-30
creator narrative
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backtest · S&P 500 (SPX)·range
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risk-free raterf = 4.50%
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no backtest data
attribution factsheet
holdings · 10
click a row to drill in ↗NameAllocation· cap 18%Rationale
EQIXEquinixReal Estate18.00%Largest interconnection-focused data-center REIT globally.DLRDigital RealtyReal Estate16.00%Largest hyperscale wholesale data-center REIT.VRTVertiv HoldingsIndustrials13.00%Cooling, power, and rack systems for AI data centers.CEGConstellation EnergyUtilities12.00%Largest US nuclear fleet — primary baseload power for AI campuses.VSTVistra CorpUtilities10.00%Texas independent power producer with growing data-center contracts.TLNTalen EnergyUtilities8.00%Susquehanna nuclear directly powering Amazon's AWS data center.PWRQuanta ServicesIndustrials7.00%Top US electrical contractor wiring up data-center sites.ETNEatonIndustrials6.00%Switchgear and PDUs for data-center electrical rooms.GEVGE VernovaIndustrials5.00%Gas turbines and grid systems serving the data-center power buildout.IRMIron MountainReal Estate5.00%Fast-growing data-center REIT segment with federal-government anchor tenancy.
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weighting · market_cap · cap=18%
rebalance · quarterly