---
title: "Data Centers & Hardware stocks"
canonical: "https://supercyclehq.com/category/data-centers"
type: "category"
dataAsOf: "2026-11-06"
slug: "data-centers"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Data Centers & Hardware

Data center REITs, operators, developers, and the server and rack hardware housing the world's AI compute.

## Layer stats

| Field | Value |
| --- | --- |
| Stocks tracked | 65 |
| Total market cap | $1.78T |
| AI-exposed market cap | $847.6B |
| Change 1d (cap-weighted) | +2.89% |
| Stocks in the 1d change | 64 |
| Change 7d (cap-weighted) | -9.98% |
| Stocks in the 7d change | 64 |

## Members

| Ticker | Name | AI Exposure | Market cap | Change 1d |
| --- | --- | --- | --- | --- |
| [CAT](https://supercyclehq.com/stock/caterpillar.md) | Caterpillar | 30 (Growing) | $255.6B | +0.90% |
| [DELL](https://supercyclehq.com/stock/dell-technologies.md) | Dell Technologies | 55 (Strategic) | $208.9B | +3.67% |
| [ETN](https://supercyclehq.com/stock/eaton.md) | Eaton | 50 (Strategic) | $132.8B | +4.50% |
| [SFTBY](https://supercyclehq.com/stock/softbank-group.md) | SoftBank Group | 65 (Strategic) | $130.7B | +2.69% |
| [PLD](https://supercyclehq.com/stock/prologis.md) | Prologis | 30 (Growing) | $123.4B | -1.24% |
| [EQIX](https://supercyclehq.com/stock/equinix.md) | Equinix | 55 (Strategic) | $100.2B | +1.54% |
| [AMT](https://supercyclehq.com/stock/american-tower.md) | American Tower | 30 (Growing) | $87.6B | -2.68% |
| [PWR](https://supercyclehq.com/stock/quanta-services.md) | Quanta Services | 55 (Strategic) | $81.5B | +6.25% |
| [VRT](https://supercyclehq.com/stock/vertiv-holdings.md) | Vertiv Holdings | 85 (Core) | $70.4B | +3.47% |
| [DLR](https://supercyclehq.com/stock/digital-realty.md) | Digital Realty | 60 (Strategic) | $67.1B | -0.27% |
| [CMI](https://supercyclehq.com/stock/cummins.md) | Cummins | 42 (Growing) | $62.1B | +0.33% |
| [HPE](https://supercyclehq.com/stock/hewlett-packard-enterprise.md) | Hewlett Packard Enterprise | 50 (Strategic) | $59.4B | +1.38% |
| [FIX](https://supercyclehq.com/stock/comfort-systems-usa.md) | Comfort Systems USA | 55 (Strategic) | $35.8B | +5.45% |
| [IRM](https://supercyclehq.com/stock/iron-mountain.md) | Iron Mountain | 35 (Growing) | $31.7B | +0.97% |
| [EME](https://supercyclehq.com/stock/emcor-group.md) | EMCOR Group | 40 (Growing) | $26.6B | +2.21% |
| [BCE](https://supercyclehq.com/stock/bce.md) | BCE | 25 (Peripheral) | $20.2B | -1.86% |
| [SMCI](https://supercyclehq.com/stock/super-micro-computer.md) | Super Micro Computer | 90 (Pure Play) | $18.6B | +6.20% |
| [J](https://supercyclehq.com/stock/jacobs-solutions.md) | Jacobs Solutions | 38 (Growing) | $17.6B | +0.92% |
| [SNX](https://supercyclehq.com/stock/td-synnex.md) | TD SYNNEX | 40 (Growing) | $17.4B | +1.56% |
| [NVT](https://supercyclehq.com/stock/nvent-electric.md) | nVent Electric | 45 (Growing) | $17.2B | +7.97% |
| [NJDCY](https://supercyclehq.com/stock/nidec-corp-adr.md) | Nidec Corp (ADR) | 38 (Growing) | $16.8B | +54.23% |
| [TU](https://supercyclehq.com/stock/telus.md) | TELUS | 24 (Peripheral) | $14.3B | -3.29% |
| [WCC](https://supercyclehq.com/stock/wesco-international.md) | WESCO International | 45 (Growing) | $14.2B | +2.17% |
| [MTZ](https://supercyclehq.com/stock/mastec.md) | MasTec | 38 (Growing) | $14.0B | +9.54% |
| [SKM](https://supercyclehq.com/stock/sk-telecom.md) | SK Telecom | 36 (Growing) | $12.0B | +6.15% |
| [FN](https://supercyclehq.com/stock/fabrinet.md) | Fabrinet | 78 (Core) | $11.7B | +11.66% |
| [GNRC](https://supercyclehq.com/stock/generac-holdings.md) | Generac Holdings | 12 (Peripheral) | $10.4B | +2.58% |
| [AEIS](https://supercyclehq.com/stock/advanced-energy-industries.md) | Advanced Energy Industries | 60 (Strategic) | $8.0B | +6.11% |
| [STRL](https://supercyclehq.com/stock/sterling-infrastructure.md) | Sterling Infrastructure | 55 (Strategic) | $7.7B | +3.47% |
| [IESC](https://supercyclehq.com/stock/ies-holdings.md) | IES Holdings | 62 (Strategic) | $6.7B | +8.84% |
| [HUT](https://supercyclehq.com/stock/hut-8.md) | Hut 8 | 72 (Core) | $6.3B | +14.58% |
| [DY](https://supercyclehq.com/stock/dycom-industries.md) | Dycom Industries | 45 (Growing) | $6.3B | +7.64% |
| [FLR](https://supercyclehq.com/stock/fluor.md) | Fluor | 36 (Growing) | $6.2B | +3.33% |
| [SEI](https://supercyclehq.com/stock/solaris-energy-infrastructure.md) | Solaris Energy Infrastructure | 85 (Core) | $5.8B | +14.28% |
| [ENS](https://supercyclehq.com/stock/enersys.md) | EnerSys | 35 (Growing) | $5.3B | +3.11% |
| [MOD](https://supercyclehq.com/stock/modine-manufacturing.md) | Modine Manufacturing | 55 (Strategic) | $5.1B | +5.71% |
| [POWL](https://supercyclehq.com/stock/powell-industries.md) | Powell Industries | 45 (Growing) | $4.8B | +6.44% |
| [GDS](https://supercyclehq.com/stock/gds-holdings.md) | GDS Holdings | 65 (Strategic) | $4.5B | +1.68% |
| [MYRG](https://supercyclehq.com/stock/myr-group.md) | MYR Group | 45 (Growing) | $4.1B | +6.62% |
| [ECG](https://supercyclehq.com/stock/everus-construction-group.md) | Everus Construction Group | 58 (Strategic) | $3.9B | +5.74% |
| [AGX](https://supercyclehq.com/stock/argan.md) | Argan | 60 (Strategic) | $3.9B | +6.24% |
| [CDP](https://supercyclehq.com/stock/copt-defense-properties.md) | COPT Defense Properties | 35 (Growing) | $3.8B | +1.61% |
| [CORZ](https://supercyclehq.com/stock/core-scientific.md) | Core Scientific | 80 (Core) | $3.8B | +3.34% |
| [PRIM](https://supercyclehq.com/stock/primoris-services.md) | Primoris Services | 42 (Growing) | $3.4B | +9.81% |
| [ATKR](https://supercyclehq.com/stock/atkore.md) | Atkore | 36 (Growing) | $3.2B | +0.04% |
| [DBRG](https://supercyclehq.com/stock/digitalbridge-group.md) | DigitalBridge Group | 58 (Strategic) | $3.0B | n/a |
| [ACCV](https://supercyclehq.com/stock/accelevation-holdings.md) | Accelevation Holdings | 65 (Strategic) | $2.5B | +11.16% |
| [CSQR](https://supercyclehq.com/stock/csquare.md) | Csquare | 50 (Strategic) | $2.4B | +4.52% |
| [NVTS](https://supercyclehq.com/stock/navitas-semiconductor.md) | Navitas Semiconductor | 68 (Strategic) | $2.3B | +9.54% |
| [PENG](https://supercyclehq.com/stock/penguin-solutions.md) | Penguin Solutions | 72 (Core) | $2.1B | +12.39% |
| [EROC](https://supercyclehq.com/stock/enchanted-rock.md) | Enchanted Rock | 35 (Growing) | $2.0B | +7.23% |
| [BTDR](https://supercyclehq.com/stock/bitdeer-technologies.md) | Bitdeer Technologies | 45 (Growing) | $1.6B | +13.28% |
| [BXDC](https://supercyclehq.com/stock/blackstone-digital-infrastructure-trust.md) | Blackstone Digital Infrastructure Trust | 65 (Strategic) | $1.6B | +1.59% |
| [KEEL](https://supercyclehq.com/stock/keel-infrastructure.md) | Keel Infrastructure | 65 (Strategic) | $1.2B | +13.33% |
| [SIFY](https://supercyclehq.com/stock/sify-technologies.md) | Sify Technologies | 50 (Strategic) | $940.9M | +3.51% |
| [PSIX](https://supercyclehq.com/stock/power-solutions-international.md) | Power Solutions International | 68 (Strategic) | $903.2M | +9.17% |
| [VNET](https://supercyclehq.com/stock/vnet-group.md) | VNET Group | 60 (Strategic) | $901.3M | +0.32% |
| [LMB](https://supercyclehq.com/stock/limbach-holdings.md) | Limbach Holdings | 35 (Growing) | $627.0M | -1.93% |
| [HIVE](https://supercyclehq.com/stock/hive-digital-technologies.md) | HIVE Digital Technologies | 48 (Growing) | $488.2M | +9.20% |
| [MEI](https://supercyclehq.com/stock/methode-electronics.md) | Methode Electronics | 35 (Growing) | $383.5M | +5.91% |
| [WYFI](https://supercyclehq.com/stock/whitefiber.md) | WhiteFiber | 90 (Pure Play) | $345.0M | +13.85% |
| [TSSI](https://supercyclehq.com/stock/tss.md) | TSS | 88 (Core) | $189.1M | +12.61% |
| [DUOT](https://supercyclehq.com/stock/duos-technologies-group.md) | Duos Technologies Group | 58 (Strategic) | $158.0M | +6.13% |
| [OSS](https://supercyclehq.com/stock/one-stop-systems.md) | One Stop Systems | 70 (Core) | $107.9M | +9.95% |
| [AIB](https://supercyclehq.com/stock/aib-data-centers.md) | AIB Data Centers | 60 (Strategic) | $54.6M | +8.83% |

---

Source: https://supercyclehq.com/category/data-centers. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.