Group

Data Centers

28 themes222 tickers
10D rank#75of 134 groups

You hear about the data center build out -- but what does it mean? Who benefits? Our Data Centers group explores the entire ecosystem, from the ground up. We cover everything from construction and power to cooling and connectivity, revealing the essential infrastructure behind our always-on lives.

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As of Aug 6, 2026, 4:22 AM ET

Themes in this group

Build 20260806T082229

Data Centers '25: Structural & Envelope Systems6$10.58B$63.46B+1.23%+12.54%+4.99%+5.19%+18.74%+14.38%+27.30%+10.91%+7.16%+26.09%+5.60%+5.85%
Data Centers '25: Electrical & Lighting Systems6$13.34B$80.04B+1.06%+10.36%+9.00%+9.43%+46.70%+69.40%+132.92%+201.99%+31.21%+126.11%+9.13%+6.15%
Data Centers '25: Security, Electrical & Mgmt Systems8$21.99B$175.94B+0.31%+8.98%+9.56%+3.87%+19.60%+28.84%+61.48%+16.21%+8.79%+44.64%+6.54%+3.31%
Data Centers '25: Chemicals & Industrial Products4$5.96B$23.84B+3.25%+7.82%+7.48%+6.77%+25.72%+47.03%+57.98%+24.01%+7.18%+53.56%+1.48%+1.72%
Data Centers '25: Cabling & Network Infrastructure6$49.40B$296.42B-2.81%+7.78%+4.00%+2.14%+33.30%+54.60%+215.16%+207.17%+23.21%+128.69%+7.91%+7.83%
Data Centers '25: Development, Investment & Real Estate4$24.43B$97.71B+0.13%+7.28%+11.38%+2.88%+10.49%+21.08%+98.03%+7.17%+6.04%+31.86%+4.03%+2.96%
Data Centers '25: Optical & Fiber Systems7$52.10B$364.72B+0.43%+7.02%-2.12%+9.90%+64.17%+186.52%+424.17%+489.28%+12.26%+298.18%-9.65%+3.06%
Data Centers '25: Electrical & Grid Infra14$90.80B$1.27T+1.51%+6.08%+0.58%+4.65%+42.55%+71.11%+186.72%+186.39%+14.90%+129.52%+5.46%+2.83%
Data Centers '25: Water & Fluid Systems11$22.02B$242.22B+2.16%+6.07%+5.92%+6.48%+12.36%+13.70%+40.39%+39.24%-0.83%+28.21%+1.57%+2.06%
Data Centers '25: Emissions, Efficiency & Renewables6$22.83B$137.00B+0.89%+5.28%+1.01%+4.96%+30.16%+63.72%+184.80%+101.13%+10.57%+121.41%-4.85%+20.90%
Data Centers '26: Solid Oxide Fuel Systems10$43.03B$430.29B+3.08%+4.92%-11.49%+9.00%+93.04%+209.73%+440.60%+469.86%+37.79%+399.99%-2.21%+9.12%
Data Centers '25: Construction & Engineering Services8$24.05B$192.43B-0.12%+4.66%+4.89%+3.29%+6.39%+19.11%+87.37%+73.72%-4.89%+53.38%+1.15%+2.83%
Data Centers '25: Mechanical & Services7$44.60B$312.18B-0.29%+4.63%+3.69%+4.31%+38.07%+55.83%+184.53%+267.69%+12.99%+133.84%+9.64%+1.49%
Data Centers '25: Energy Storage & Backup11$157.14B$1.73T-1.98%+3.23%-6.68%+4.50%+8.35%+43.72%+117.13%+95.01%+0.72%+90.01%-10.61%+0.46%
Data Centers '25: Air Quality & Specialized Components5$10.00B$50.02B+0.76%+3.08%+8.02%+5.30%+14.36%+37.46%+67.37%+154.49%+3.98%+65.27%+3.20%+9.69%
Data Centers '26: Recip Engines & Gas Turbines10$127.19B$1.27T-0.07%+2.21%-3.36%+4.43%+34.04%+52.45%+246.90%+321.98%+4.22%+130.65%+2.24%-1.03%
Data Centers '25: Core Construction Materials16$25.05B$400.88B+0.39%+1.82%+1.41%+3.69%+10.10%+24.47%+47.92%+100.79%+2.56%+35.52%-1.00%+4.19%
Data Centers '25: Industrial Inputs & Distribution9$71.34B$642.10B+0.15%+1.60%+0.12%+1.50%+11.56%+5.42%+25.18%+48.10%+3.45%+8.53%-3.14%+2.80%
Data Centers '25: Equipment & Rentals14$54.95B$769.29B-0.33%+0.64%+3.14%+4.60%+21.72%+18.13%+39.04%+127.08%+1.03%+33.17%+3.12%+3.94%
Data Centers '25: Waste, Safety & Asset Protection5$33.75B$168.73B-0.33%+0.42%-0.03%+0.52%+9.84%+15.92%+30.16%+62.89%-2.01%+13.06%+0.11%-1.58%
Data Centers '25: Contractors, Modular & Precast4$3.84B$15.38B-0.51%-0.53%+0.27%+2.61%+22.21%+9.91%+8.57%+38.33%+7.90%+13.16%-1.69%+6.32%
Data Centers '25: Telecom & Communications7$78.94B$552.58B-4.00%-0.73%+1.15%-1.18%-4.80%-4.53%+14.46%+15.10%-12.17%-6.02%-1.57%+0.37%
Data Centers '25: HVAC & Cooling13$49.30B$640.95B-0.03%-1.31%-2.19%+5.71%+40.71%+48.70%+110.25%+173.65%+8.69%+96.91%+2.02%+7.10%
Data Centers '25: Fleet & Heavy Transport8$19.25B$154.02B-0.45%-1.35%+1.45%-0.31%+29.69%+34.72%+25.66%+43.23%+15.07%+31.90%-1.18%+3.61%
Data Centers '25: Heat Exchange & Fluid Systems4$17.06B$68.24B-0.97%-2.62%-2.84%+1.91%+25.69%+34.40%+57.11%+83.99%-0.10%+54.62%-2.45%+2.07%
Data Centers '26: Crpyto-to-AI Compute Conversion13$6.50B$84.46B-5.68%-5.21%-7.75%-0.83%+39.77%+124.24%+292.07%+298.19%+27.75%+294.12%-4.29%-7.22%
Data Centers '25: NatGas & Midstream8$35.18B$281.44B-1.81%-5.57%-6.37%+2.21%+5.46%-2.57%+55.10%+157.78%-8.61%-2.12%+0.31%-2.28%
Data Centers '25: Construction & Infrastructure Services9$9.15B$82.38B-1.88%-5.75%-8.06%+0.23%+23.07%+32.95%+149.63%+363.76%+1.77%+91.99%+1.29%-4.31%

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