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Data Centers

Real estate, servers, GPU clouds

The buildings, the server makers that assemble chips into racks, and the specialist clouds that rent GPUs by the hour. Closest to the physical build-out; most sensitive to its pace.

Company	Ticker	AI connection
Equinix Data centers Colocation and interconnection data centers (REIT).	EQIX	Colocation and interconnection data centers (REIT).
Digital Realty Data centers Data-center landlord to hyperscalers and enterprises (REIT).	DLR	Data-center landlord to hyperscalers and enterprises (REIT).
Super Micro Computer Data centers Chips Builds GPU servers and racks, including liquid-cooled systems.	SMCI	Builds GPU servers and racks, including liquid-cooled systems.
Dell Technologies Data centers AI-optimized PowerEdge servers alongside PCs and storage.	DELL	AI-optimized PowerEdge servers alongside PCs and storage.
CoreWeave Data centers Hyperscalers Specialist GPU cloud renting NVIDIA capacity to AI labs.	CRWV	Specialist GPU cloud renting NVIDIA capacity to AI labs.
Eaton Power Data centers Primary: Power & Cooling Electrical distribution and power-quality equipment inside data centers.	ETN	Electrical distribution and power-quality equipment inside data centers.
Vertiv Power Data centers Primary: Power & Cooling Power and liquid-cooling infrastructure for AI racks.	VRT	Power and liquid-cooling infrastructure for AI racks.

Companies whose primary category is elsewhere but that also belong here are listed with their primary tag.

Quotes

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Latest 10-K, 10-Q and 8-K filings in Data Centers

Source: SEC EDGAR

CRWV8-KCurrent report · items 7.01,8.01,9.012026-09-17document folder
DELL8-KCurrent report · items 1.01,2.03,9.012026-09-15document folder
DELL8-KCurrent report · items 8.01,9.012026-09-10document folder
DELL10-QQuarterly report2026-09-08document folder
DELL8-KEarnings release · items 2.02,9.012026-09-01document folder
SMCI10-KAnnual report2026-08-31document folder
DLR8-KCurrent report · items 8.01,9.012026-08-19document folder
CRWV10-QQuarterly report2026-08-12document folder
CRWV8-KEarnings release · items 2.02,9.012026-08-11document folder
SMCI8-KEarnings release · items 2.02,9.012026-08-11document folder
CRWV8-KCurrent report · items 1.01,2.03,7.01,9.012026-08-10document folder
EQIX8-KCurrent report · items 8.01,9.012026-08-06document folder
SMCI8-KCurrent report · items 8.01,9.012026-08-05document folder
DLR10-QQuarterly report2026-07-31document folder
EQIX8-KEarnings release · items 2.02,9.012026-07-29document folder