Data Center Equities & REITs

Data Center Stocks 2026

Review leading data center real estate investment trusts, server infrastructure specialists, and thermal cooling innovators supporting hyperscale cloud and AI workloads. Compare 3-month momentum, 52-week ranges, and dividend metrics on Snowball Analytics.

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Total Data Center Equities & REITs
21
Companies tracked in Infrastructure basket
Highest 3M Return
+8.26%
AMT has the highest 3M return
Avg. 3M Return
-8.68%
Basket average return
Dividend Payers
16 Stocks
Top yield: AMT (4.41%)
Key Data Center Equities & REITs Highlights
Highest 3M Return
AMT
American Tower Corporation (REIT)
Price $187.29
5D Chg +1.88%
3M Return +8.26%
Infrastructure 3M Return Analyze
Longest Streak
MSFT
Microsoft Corporation
Price $520.99
5D Chg -1.95%
Streak 20 y
Infrastructure Stature Analyze
Top Dividend Yield
IRM
Iron Mountain Incorporated
Yield TTM 3.08%
Payout $3.46
Streak 3 y
Cash Flow & Distributions Analyze

Data Center Stocks Directory

Showing 21 of 21 stocks
Ticker / Name Price 5D %Chg 3M %Chg YTD %Chg YTD High YTD Low Div. Yield TTM Annual Payout, TTM Div. Growth 5Y Streak Action
NVIDIA Corporation
$206.69 -5.16% +0.02% +10.83% $243.37 $164.27 0.42% $1.00 +116.44% 3 y Analyze
Microsoft Corporation
$520.99 -1.95% +6.84% +7.73% $551.15 $349.20 0.75% $3.92 +9.62% 20 y Analyze
Amazon.com, Inc
$250.69 -0.95% -11.74% +8.61% $287.20 $196.00 - - - - Analyze
CSCO
Cisco Systems Inc.
$102.97 -7.55% -11.13% +33.68% $130.37 $72.80 1.49% $1.68 +2.58% 14 y Analyze
Alphabet Inc
$280.03 -12.65% -25.03% -10.53% $408.61 $272.11 0.25% $0.88 - 1 y Analyze
Broadcom Inc
$332.13 -2.98% -15.32% -4.04% $495.00 $289.96 0.72% $2.60 +11.78% 15 y Analyze
Meta Platforms Inc
$621.03 +0.14% +5.22% -5.92% $779.82 $520.26 0.28% $2.10 - 1 y Analyze
AMD
Advanced Micro Devices, Inc
$483.90 -13.63% -0.15% +125.95% $658.52 $188.22 - - - - Analyze
Oracle Corporation
$126.19 -3.32% -11.04% -35.26% $250.25 $114.50 1.40% $2.00 +10.76% 12 y Analyze
Arista Networks, Inc
$169.91 -9.14% -8.10% +29.67% $217.41 $115.42 - - - - Analyze
Marvell Technology Group Ltd
$171.97 -29.40% -11.25% +102.37% $329.88 $70.68 0.09% $0.24 - - Analyze
ETN
Eaton Corporation plc
$391.70 +1.95% -10.62% +22.98% $478.00 $315.76 1.02% $4.40 +7.68% 5 y Analyze
Dell Technologies Inc
$408.40 -18.64% -4.81% +224.44% $595.51 $110.22 0.46% $2.52 - 3 y Analyze
Equinix, Inc. (REIT)
$1014.40 +1.50% -1.65% +32.40% $1128.68 $755.40 2.02% $20.64 +12.45% 9 y Analyze
VRT
Vertiv Holdings Co
$235.97 +13.14% -10.29% +45.65% $379.93 $158.77 0.10% $0.25 +90.67% 4 y Analyze
CEG
Constellation Energy Corporation
$263.40 +1.71% -3.77% -25.44% $378.50 $228.63 0.64% $1.71 - 3 y Analyze
AMT
American Tower Corporation (REIT)
$187.29 +1.88% +8.26% +6.68% $202.50 $160.06 4.41% $7.16 +6.57% 14 y Analyze
DLR
Digital Realty Trust, Inc
$180.25 +0.69% -5.74% +16.51% $208.14 $151.50 2.71% $4.88 +1.73% - Analyze
IRM
Iron Mountain Incorporated
$116.69 +1.17% -5.96% +40.68% $134.68 $81.74 3.08% $3.46 +6.90% 3 y Analyze
CoreWeave, Inc. Class A Common Stock
$53.74 -9.79% -37.34% -24.95% $138.25 $49.46 - - - - Analyze
Nebius Group N.V.
$151.64 -11.05% -28.67% +81.16% $299.86 $73.52 - - - - Analyze
Data as of November 2026. This list was compiled by the Snowball Analytics team from publicly available sources. It may be incomplete, and figures may be delayed or contain errors; check them against the fund’s or company’s own documents. Inclusion in the list is not a recommendation to buy, sell or hold any security and is not investment advice. Past performance does not predict future results. This list is general information, not personalised to your circumstances. Snowball Analytics is a portfolio tracking tool, not a broker-dealer or investment adviser. Investing involves risk, including loss of principal.

Evaluating Data Center Infrastructure and REIT Equities

Data centers house the physical servers, optical networking gear, and power distribution systems that underpin global cloud infrastructure and artificial intelligence computing. Investment opportunities range from specialized data center REITs to electrical switchgear and liquid cooling providers.

1. Hyperscale & Colocation REITs

Real estate investment trusts acquire, construct, and manage secure facilities leased under multi-year contracts to cloud hyperscalers and enterprise enterprises.

2. Advanced Liquid Cooling & Thermal Management

High-density compute racks require specialized liquid-to-chip cooling loops and external chillers to dissipate unprecedented thermal heat loads.

3. Power Distribution & Backup Generation

Specialized manufacturers engineer uninterruptible power supply (UPS) systems, medium-voltage switchgear, and on-site generation infrastructure.

How to Evaluate Data Center Stocks (Investor Checklist)

  • Power interconnection capacity: verify secured utility power commitments and grid substation capacity measured in megawatts (MW).
  • Weighted average lease term (WALT): review duration of enterprise tenant leases and historical renewal lease spread percentages.
  • Tenant credit quality: inspect revenue share from investment-grade hyperscale cloud operators versus smaller speculative enterprises.
  • Adjusted Funds from Operations (AFFO) payout ratio: verify that REIT dividend distributions are fully covered by recurring operational cash flow.
  • Development pipeline and capital funding: analyze ongoing facility construction backlogs and access to low-cost debt or equity capital.
Frequently Asked Questions: Data Center Stocks
What role do specialized REITs play in the data center sector?

Data center REITs own and operate high-security facilities equipped with redundant power and fiber cross-connects, leasing space, power, and bandwidth to enterprise clients and cloud service providers.

Why is electrical power availability critical for data center operators?

Modern high-density computing clusters require substantial electrical capacity per rack, making access to reliable utility power interconnections and substation capacity a primary operational constraint.

Do data center stocks distribute regular dividends?

Data center REITs are legally required to distribute at least 90% of taxable income to shareholders, providing established dividend yields, while equipment manufacturers balance dividends with reinvestment.

What are the primary operational risks in data center investing?

Key risks include utility power interconnection delays, escalating construction and equipment costs, customer concentration among a few hyperscale tenants, and evolving thermal cooling standards.

How does Snowball Analytics track data center investments?

Snowball Analytics categorizes your physical infrastructure and REIT holdings, tracks quarterly distribution dates, and provides daily portfolio performance metrics in one consolidated view.

Explore Related Stock Categories

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