The AI Data Center Boom Is Bigger Than One Stock—These ETFs Spread the Bet

Summary

Though a handful of companies have emerged as frequent topics of conversation in AI, investors would do well to remember that the industry is still very much in a developmental phase. It's possible, and even likely, that the list of leading AI companies in the coming years will differ from today's. This is as true of data center companies as any others within the industry, particularly given potential changes to regulations, shifting public opinion on data centers, and the potential impact of new technology. Investors can approach the data center industry in multiple ways, including individual stocks, real estate investment trusts (REITs), and exchange-traded funds (ETFs). The last of these options may be best for those seeking diversified exposure to the space without making too specific a bet on any particular company. This approach may also suit investors who want to lean into the data center trend without the burden of keeping a close eye on the latest updates and advances. A Combination of REITs and Individual Tech Stocks With DTCRGlobal X Data Center & Digital Infrastructure ETF TodayDTCRGlobal X Data Center & Digital Infrastructure ETF$27.54 -0.78 (-2.75%) As of 07/16/2026 04:00 PM Eastern52-Week Range$18.13▼$32.79Dividend Yield0.87%Assets Under Management$2.12 billionOne of the most prominent ETFs in the data center space is the Global X Data Center & Digital Infrastructure ETF NASDAQ: DTCR. DTCR tracks an index of companies operating data centers and other digital infrastructure, including firms in the real estate and information technology sectors alike. More than half of DTCR's assets are dedicated to REITs, with other prominent sections of the portfolio given over to semiconductor stocks and software names. DTCR is primarily a U.S.-focused fund, with about three-quarters of its assets invested in domestic equities. It also holds stocks based in China, Australia, South Korea, and elsewhere, making this a good option for investors seeking domestic groundin...