The Global X Data Center & Digital Infrastructure ETF (NASDAQ: DTCR) offers investors exposure to the growing data center and digital infrastructure market, vital for supporting artificial intelligence (AI) advancements. The ETF’s top three holdings are American Tower, Digital Realty Trust, and Equinix, which together comprise 35% of its assets. As of the last close, DTCR has generated returns of around 22% over the past year, outperforming the S&P 500 index.
Analysts project that the global AI data center market will grow at a compounded annual growth rate of 26.8% from now until 2032. This ETF primarily consists of 60% real estate stocks (REITs) and 30% technology stocks, with 70% of its holdings in U.S. companies and 14% in China. It also offers a dividend yield of 1.7%, surpassing the S&P 500 average of 1.3%.