0100.HK-73.26%7.7%
AYI+16.57%7.7%
CAT+103.66%7.7%
CENER.AT+110.68%7.7%
CENX+118.14%7.7%
ENR.XETRA+50.89%7.7%
EOSE-40.87%7.7%
FLNC+68.40%7.7%
LINC+75.59%7.7%
NPKI+50.89%7.7%
RR.LSE+46.39%7.7%
SEI+75.58%7.7%
VIAV+287.45%7.7%
As of Aug 6, 2026, 4:25 AM ET
Fiscal Spend '25: Data Centers Constituents
Acuity Brands, Inc.AYI | 7.7% | 3.01% | 8.77% | 1.37% | 9.35% | -0.27% | 19.06% | 34.97% | 16.57% | $10.75B |
Caterpillar Inc.CAT | 7.7% | -0.62% | -1.99% | -10.19% | 6.91% | 52.06% | 17.27% | 162.54% | 103.66% | $401.25B |
Cenergy Holdings SACENER.AT | 7.7% | -1.66% | 7.12% | -5.79% | 4.68% | 46.65% | -0.48% | 160.14% | 110.68% | $5.51B |
Century Aluminum CompanyCENX | 7.7% | -0.47% | 1.49% | 0.47% | 4.76% | 19.70% | -9.04% | 152.15% | 118.14% | $4.64B |
Eos Energy Enterprises, Inc.EOSE | 7.7% | -12.18% | 10.09% | -24.51% | 13.02% | -66.67% | -32.92% | -4.26% | -40.87% | $1.11B |
Fluence Energy, Inc.FLNC | 7.7% | -9.19% | 5.88% | -20.15% | 2.15% | -28.06% | -8.43% | 192.80% | 68.40% | $2.63B |
Lincoln Educational Services CorporationLINC | 7.7% | -0.30% | 6.20% | -20.50% | 2.87% | 78.14% | 18.71% | 158.53% | 75.59% | $1.36B |
MiniMax Group Inc0100.HK | 7.7% | 16.12% | 40.41% | -17.85% | 19.34% | -73.49% | -73.34% | -73.49% | -73.26% | $10.15B |
NPK International Inc.NPKI | 7.7% | -0.22% | -5.37% | -3.96% | 8.73% | 13.93% | -5.89% | 119.03% | 50.89% | $1.15B |
Rolls-Royce Holdings plcRR.LSE | 7.7% | 2.68% | 12.23% | 5.50% | 7.07% | 36.74% | 17.80% | 114.88% | 46.39% | $174.62B |
Siemens Energy AGENR.XETRA | 7.7% | 0.00% | 0.70% | -10.97% | 2.15% | 22.72% | -11.65% | 182.20% | 50.89% | $149.08B |
Solaris Energy Infrastructure, Inc.SEI | 7.7% | -4.06% | 2.85% | -17.64% | 8.09% | 20.88% | 11.97% | 142.77% | 75.58% | $3.41B |
Viavi Solutions Inc.VIAV | 7.7% | -3.52% | -1.57% | -8.30% | 5.28% | 118.29% | 30.93% | 240.93% | 287.45% | $9.60B |
| Theme return | — | -0.80% | 6.68% | -8.50% | 6.54% | 16.67% | 0.93% | 141.13% | 74.33% | — |
| Average | 7.7% | -0.80% | 6.68% | -10.19% | 7.26% | 18.51% | -2.00% | 121.78% | 68.47% | $59.63B |
| Median | 7.7% | -0.47% | 5.88% | -10.19% | 6.91% | 20.88% | -0.48% | 152.15% | 68.40% | $5.51B |
| Std Dev | 0.0% | 6.40% | 10.92% | 9.12% | 4.60% | 51.18% | 26.55% | 83.36% | 82.92% | $113.64B |
| Min | 7.7% | -12.18% | -5.37% | -24.51% | 2.15% | -73.49% | -73.34% | -73.49% | -73.26% | $1.11B |
| Max | 7.7% | 16.12% | 40.41% | 5.50% | 19.34% | 118.29% | 30.93% | 240.93% | 287.45% | $401.25B |
| % Positive Tickers | 23.08% | 76.92% | 23.08% | 100.00% | 69.23% | 46.15% | 84.62% | 84.62% |
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About this theme
Fiscal Spend '25: Data Centers tracks 13 publicly listed stocks in this theme. Sample tickers: 0100.HK, AYI, CAT, CENER.AT, CENX, ENR.XETRA, EOSE, FLNC, LINC, NPKI, RR.LSE, SEI, and 1 more. Use the table below for the full list.