The Landlords of the AI Boom Are Up 35% This Year and Their Pricing Power Keeps Climbing The Global X Data Center & Digital Infrastructure ETF (DTCR) has surged 38% year to date, making it a darling of the AI boom.
However, beneath this success lies a more nuanced tale – one that highlights the increasing concentration of power in the hands of a few large data center landlords.
At its core, DTCR's performance is driven by just four names: Equinix, Digital Realty, American Tower, and Crown Castle.