Index Performance
Overview
Description
The theme of companies providing hardware and services to data centers is being driven by the rapid expansion of digital data and the increasing need for reliable, scalable, and efficient data storage solutions. As industries continue to digitize and the need for real-time data processing grows, there's a mounting demand for robust infrastructure to support cloud services, big data analytics, AI, and IoT applications. This is further fueled by the move towards edge computing, where processing power is brought closer to the data source. Additionally, data centers are focusing on sustainability, leading to a push for more energy-efficient hardware and innovative cooling technologies. This shift is encouraging investment in modular solutions that offer flexibility and cost-effectiveness while maintaining high performance levels. - [[Rack and Cabinet Solutions]]: Equipment designed to organize cooling and power distribution essential for data center operations. - [[Network Infrastructure Equipment]]: Devices and services providing connectivity solutions including routers, switches, and cabling systems. - [[Power Management Systems]]: Uninterruptible power supplies (UPS), generators, and energy-efficient power modules supporting data center uptime. - [[Cooling and Environmental Control Systems]]: Advanced cooling technologies such as liquid cooling and air optimization systems for maintaining optimal operating temperatures. - [[Security and Monitoring Equipment]]: Hardware solutions for physical and environmental monitoring, ensuring data integrity and security within the data center. This index was generated with help from Thematic Analyst.
- Inception Date02/05/2026
- WeightingMarket Cap
- # of holdings5
What's inside?
Holdings
All holdings as of February 20, 2026
| Vertiv Holdings Co. (VRT) | 32.01% | $93.26B | 27.69% | 34.38% | 6.32 |
| Equinix, Inc. (EQIX) | 30.27% | $91.19B | 5.36% | 29.34% | 10.24 |
| Digital Realty Trust, Inc. (DLR) | 20.44% | $60.37B | 10.04% | 24.40% | 12.18 |
| Jabil, Inc. (JBL) | 9.34% | $28.63B | 18.74% | 8.71% | 0.79 |
| Flex Ltd. (FLEX) | 7.94% | $24.15B | 7.66% | 9.49% | 0.92 |