The Global X Data Center & Digital Infrastructure ETF provides investors with exposure to the AI theme through investments in data center and tower REITs, semiconductor fabs and developers, and an IT infrastructure aggregator. Increased capital budgets among the hyperscalers signal higher spending towards data center leases and compute capacity, supporting durable growth. Short-term volatility may create appealing buying opportunities for investors seeking to build a position in DTCR.
The Global X Data Center & Digital Infrastructure ETF earns a reiterated "Buy" rating, driven by strong momentum and compelling valuation. DTCR has outperformed tech and AI ETFs, benefiting from a 31% return since Q3 2025 and robust real estate exposure. The ETF trades at a low 14.4x P/E with a 9.8% long-term earnings growth rate, yielding a solid 1.5x PEG ratio.
The Global X Data Center & Digital Infrastructure ETF offers broad, unconstrained exposure to the booming digital infrastructure sector driven by AI, cloud, and 5G demand. DTCR's strategy targets 'picks and shovels'—data centers, towers, fiber, and hardware—benefiting from high barriers to entry and stable, inflation-linked revenue streams. Sector risks include power consumption scrutiny, interest rate sensitivity for REITs, and rapid technology shifts, but DTCR's diversification provides some defensive positioning.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Agosta Prosperity Financial Group, Inc. | 70,253 | $1.22M | $2.13M | $914,657.02 | 75.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 43,900 | $818,292.23 | $1.33M | $507,487.77 | 62.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,659 | $542,917 | $686,794.29 | $143,877.29 | 26.5% |
David Vollmer PFS Partners, LLC | 381 | $9,129 | $11,548.11 | $2,419.11 | 26.5% |
Amir Har-El Savvy Advisors, Inc. | 22,276 | $470,661.17 | $675,631.08 | $204,969.91 | 43.55% |
| NASDAQ (NMS) Exchange | US Country |
This investment fund primarily focuses on allocating its assets to securities associated with the data center, cellular tower, and digital infrastructure sectors. A significant portion of its investment, at least 80% of the total assets along with any borrowings made for investment purposes, is dedicated to securities indexed in the Solactive Data Center REITs & Digital Infrastructure Index. Additionally, it invests in American Depository Receipts (ADRs) and Global Depository Receipts (GDRs) which are based on the securities in the index. Operating with a non-diversified investment approach, the fund seeks to capitalize on the growth and development within the digital infrastructure sphere, including areas pivotal to the operation and expansion of digital services such as data centers and cellular towers, alongside the hardware that underpins these digital infrastructures.
The fund provides a focused investment platform through its primary products and services:
This product centers on investing at least 80% of the fund's total assets in the securities of the Solactive Data Center REITs & Digital Infrastructure Index. This index is specifically designed to track the performance of companies engaged in the development, operation, and management of data centers, cellular towers, and related digital infrastructure, aiming to offer investors exposure to the burgeoning sector of digital realty and infrastructure.
In addition to direct investments into the index securities, the fund extends its portfolio by investing in American Depository Receipts (ADRs) and Global Depository Receipts (GDRs). These instruments are based on the securities in the index, enabling the fund to gain exposure to the international market elements of digital infrastructure and realty space, further diversifying its investment approach, albeit within a focused sector.