(DTCR) Data Center & Digital - Overview
ETF Category: Real Estate | Exchange: NASDAQ (USA) | Market Cap: 1.954m USD | Total Return: 76.1% in 12m
Avg Turnover: 36.4M
Warnings
No concerns identified
Tailwinds
Rs Leader, Idiosyncratic Leader, Tailwind
The Global X Data Center & Digital Infrastructure ETF (DTCR) tracks the Solactive Data Center REITs & Digital Infrastructure Index, allocating at least 80% of its assets to companies operating data centers, cellular towers, and digital infrastructure hardware. This non-diversified fund targets the physical layer of the internet, focusing on the specialized real estate and equipment required to store and transmit global data. Unlike traditional real estate, these assets often utilize triple-net lease structures where tenants cover most operating expenses, including taxes and maintenance.
The business model relies on high barriers to entry due to the significant capital expenditures required to build fiber networks and cooling-intensive server facilities. Demand in this sector is currently driven by the expansion of 5G networks and the increasing processing requirements of artificial intelligence workloads. For a more granular look at how these infrastructure components impact valuation, you may find it useful to explore the analytical tools at ValueRay. The fund provides concentrated exposure to these themes through both domestic securities and international depositary receipts.
- Rising demand for high-density computing power accelerates data center rental revenue
- Global 5G network expansion increases wireless carrier demand for cellular tower infrastructure
- Higher interest rates raise financing costs for capital-intensive digital infrastructure projects
- Cloud service provider capital expenditure cycles dictate long-term hardware and facility demand
- Stringent environmental regulations on data center energy consumption impact operational margins
As of May 26, 2026, the stock is trading at USD 30.47 with a total of 959,000 shares traded.
Over the past week, the price has changed by +2.73%,
over one month by +7.18%,
over three months by +18.42% and
over the past year by +76.06%.
Data Center & Digital has no consensus analysts rating.