Best Data Center Stocks

Data-center stocks in the covered universe — US-listed companies tied to data-center infrastructure, power and interconnect (an AI-driven demand theme), ranked by market capitalization. Every figure is delayed data from SEC EDGAR + Finnhub, shown with its as-of date.

• Nvidia (NVDA) Information Technology — The world's leading AI infrastructure company, providing accelerated computing GPUs and software platforms that power large-scale data center AI, deep learning, and scientific computing workloads. ask →
• TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) — The world's largest dedicated semiconductor foundry, powering AI infrastructure and advanced consumer devices through cutting-edge manufacturing at the forefront of Moore's Law. ask →
• Broadcom (AVGO) Information Technology — Broadcom provides the essential semiconductor hardware and mission-critical software infrastructure that powers the world's most complex data centers, cloud networks, and enterprise IT systems. ask →
• Micron Technology (MU) Information Technology — Micron is a foundational provider of high-performance DRAM and NAND memory, uniquely positioned to capture the accelerating demand for AI-driven data infrastructure. ask →
• Advanced Micro Devices (AMD) Information Technology — AMD is a leading developer of high-performance computing, graphics, and adaptive semiconductor technologies powering everything from personal PCs to the world's most demanding AI-driven data centers. ask →
• Intel (INTC) Information Technology — Intel is a global semiconductor giant transforming its business model to integrate advanced processor design with a large-scale foundry service for external clients and AI hardware. ask →
• Applied Materials (AMAT) Information Technology — Applied Materials is a critical enabler of the semiconductor industry, providing the essential materials engineering equipment required to build the world’s most advanced chips. ask →
• Arm Holdings (ARM) Information Technology — Arm Holdings provides the fundamental, energy-efficient CPU architecture and instruction set technology that powers nearly every smartphone and an rapidly growing share of modern high-performance computing systems. ask →
• Dell Technologies (DELL) Information Technology — Dell Technologies is a global leader in AI-optimized infrastructure and computing solutions, enabling enterprises to build and scale their data centers, hybrid clouds, and edge environments. ask →
• Texas Instruments (TXN) Information Technology — Texas Instruments is a leading global semiconductor company focused on high-margin analog and embedded processing chips, characterized by a long-term strategy of maximizing free cash flow per share through vertical manufacturing integration. ask →
• Arista Networks (ANET) Information Technology — Arista is a unified data-driven networking platform company enabling seamless interconnection across AI Centers, Data Centers, Campus, and WAN through open standards and real-time telemetry. ask →
• Seagate Technology (STX) Information Technology — Seagate is a global leader in data storage solutions, providing hard drives and solid-state drives for enterprise, cloud, and consumer applications. ask →
• Western Digital (WDC) Information Technology — Western Digital is a data storage innovator that manufactures hard disk drives and specializes in enterprise, cloud, and edge computing storage solutions following its separation from its flash business. ask →
• Analog Devices (ADI) Information Technology — Analog Devices provides the high-performance signal processing technologies that act as the critical bridge between the physical and digital worlds for major industrial and automotive applications. ask →
• Marvell Technology (MRVL) Information Technology — Marvell is a fabless semiconductor leader providing high-performance data infrastructure chips spanning data centers to network edges, positioning itself as a critical enabler of AI and cloud computing infrastructure. ask →
• Eaton Corporation (ETN) Industrials — Eaton is a global power management leader providing critical infrastructure and electrical solutions to support the electrification and digitalization of the modern economy. ask →
• Corning Inc. (GLW) Information Technology — Corning Inc. is a 175-year-old materials science leader that invents and manufactures specialty glass, ceramics, and optical physics products powering optical communications, displays, automotive, semiconductors, and life sciences. ask →
• Vertiv (VRT) Industrials — Vertiv designs, manufactures, and services critical digital infrastructure—power and cooling systems—for hyperscale data centers, edge networks, and enterprise environments globally. ask →
• Equinix (EQIX) Real Estate — Equinix is the world’s leading digital infrastructure company, providing the globally interconnected data centers and edge solutions that power the modern digital economy and AI workloads. ask →
• Duke Energy (DUK) Utilities — Duke Energy is a regulated utility giant serving 8.7 million electric and natural gas customers across the Southeast and Midwest through vertically integrated generation, transmission, and distribution. ask →
• Emerson Electric (EMR) Industrials — A diversified industrial technology company that delivers control systems, sensors, software, and safety solutions for process manufacturing, power systems, and facility management globally. ask →
• American Tower (AMT) Real Estate — American Tower is a premier global infrastructure REIT providing the foundational real estate for wireless connectivity and data center operations. ask →
• Ecolab (ECL) Materials — Ecolab is a $77 billion water, hygiene and infection prevention leader helping industrial, institutional and life sciences customers optimize operations while reducing water, energy and emissions across 170 countries. ask →
• Monolithic Power Systems (MPWR) Information Technology — Fabless semiconductor designer delivering highly integrated power management and analog mixed-signal solutions for data centers, automotive, industrial, and consumer applications. ask →
• Hewlett Packard Enterprise (HPE) Information Technology — Hewlett Packard Enterprise provides edge-to-cloud IT infrastructure solutions, helping enterprises accelerate their digital transformation through integrated server, storage, and networking technologies. ask →
• Lumentum (LITE) Information Technology — A leading optical and photonic components and systems provider powering cloud data centers, AI/ML infrastructure, and emerging applications like LiDAR and 3D sensing. ask →
• Digital Realty (DLR) Real Estate — Digital Realty provides the global, carrier-neutral data center infrastructure platform required to host the hybrid cloud and manage the explosive growth of enterprise data. ask →
• Bloom Energy Corp (BE) Industrials — Bloom Energy manufactures proprietary solid-oxide fuel cell systems that convert natural gas and hydrogen into on-site electricity for data centers, AI infrastructure, and industrial customers seeking grid-independent, distributed power. ask →
• Cerebras Systems Inc. (CBRS) Information Technology — Cerebras builds the world's fastest AI inference infrastructure powered by wafer-scale processors, enabling hyperscalers and enterprises to run large language models with near-instant responses. ask →
• Ciena (CIEN) Information Technology — Ciena is a software-driven networking vendor that designs and deploys optical networking and software platforms enabling service providers and enterprises to build high-capacity, intelligent networks. ask →
• TE Connectivity (TEL) Information Technology — A global industrial technology leader supplying connectivity and sensor solutions that power next-generation transportation, energy networks, automated factories, and AI data centers. ask →
• Astera Labs (ALAB) Information Technology — A semiconductor connectivity specialist designing purpose-built hardware and software solutions to eliminate data, network, and memory bottlenecks in cloud and AI infrastructure deployments. ask →
• Baker Hughes (BKR) Energy — Baker Hughes is a global energy technology powerhouse delivering essential equipment and services for oilfield operations, LNG infrastructure, and the global transition to lower-carbon energy solutions. ask →
• Keysight Technologies (KEYS) Information Technology — Keysight Technologies is a leading provider of electronic design, emulation, and test solutions that enable faster innovation for complex communication and industrial technology ecosystems. ask →
• Nebius Group (NBIS) Information Technology — Nebius is a rapidly scaling AI cloud infrastructure provider building data center capacity to serve explosive demand for AI computing workloads. ask →
• Entergy (ETR) Utilities — Regional electric utility serving the lower Mississippi Valley with a diverse generation fleet including nuclear, natural gas, and renewable assets, positioned to capitalize on data center demand growth. ask →
• Flex Ltd. (FLEX) Information Technology — Global advanced manufacturing and supply chain partner delivering end-to-end design, engineering, and production solutions for data centers, healthcare, industrial, automotive, and consumer electronics. ask →
• Microchip Technology (MCHP) Information Technology — Microchip designs and sells embedded control microcontrollers, microprocessors, FPGAs and analog chips enabling connected devices across automotive, industrial, data center and IoT markets. ask →
• Iron Mountain (IRM) Real Estate — Global REIT providing integrated information management—from physical records storage to data centers to digital transformation—for 240,000 enterprise customers seeking to unlock value from their assets. ask →
• ON Semiconductor (ON) Information Technology — onsemi is a specialized semiconductor company focused on intelligent power and sensing technologies that enable vehicle electrification, industrial automation, and energy-efficient AI data center infrastructure. ask →
• Jabil (JBL) Information Technology — Global electronics manufacturing services and precision engineering company serving major brands across consumer, computing, and industrial sectors. ask →
• EQT Corporation (EQT) Energy — EQT Corporation is a large-scale, vertically integrated natural gas producer in the Appalachian Basin, designed to generate durable free cash flow through a low-cost, multi-pad "combo-development" operational strategy. ask →
• Ameren (AEE) Utilities — A major Midwest utility holding company delivering electricity and natural gas to Missouri and Illinois while operating high-voltage transmission infrastructure across the MISO. ask →
• Qnity Electronics (Q) Information Technology — A global leader in advanced materials and solutions for semiconductor manufacturing and electronics packaging, powering AI, high-performance computing, and next-generation connectivity. ask →
• MasTec (MTZ) Industrials — North American infrastructure engineering and construction leader delivering integrated solutions across communications, clean energy, power delivery, and pipeline infrastructure. ask →
• nVent Electric (NVT) Industrials — nVent Electric designs and manufactures critical electrical connection, protection, and thermal management solutions for infrastructure, data centers, and industrial customers worldwide. ask →
• Everpure (P) Information Technology — An all-flash storage and unified data management platform company helping enterprises modernize infrastructure for AI, hybrid cloud, and storage-as-a-service with integrated hardware, software, and cloud services. ask →
• NiSource (NI) Utilities — NiSource operates regulated natural gas distribution and electric utility networks across the Midwest and Mid-Atlantic, with growing exposure to renewable energy and large data center contracts. ask →
• STERLING INFRASTRUCTURE, INC. (STRL) Industrials — Sterling Infrastructure is a specialty construction services firm transforming from traditional heavy highway work to high-margin E-Infrastructure, transportation, and building solutions for critical mission-driven industries. ask →
• Evergy (EVRG) Utilities — Evergy is a regulated electric utility serving Kansas and Missouri that is modernizing its power grid to support growing industrial and data center electricity demand. ask →
• Supermicro (SMCI) Information Technology — Supermicro is a leading provider of high-performance server and storage solutions optimized for AI, cloud, and enterprise data center workloads. ask →
• Alliant Energy (LNT) Utilities — A regulated Midwest utility holding company generating and distributing electric and natural gas service to 1.45 million customers across Iowa and Wisconsin while investing in renewable energy and transmission infrastructure. ask →
• Lattice Semiconductor (LSCC) Information Technology — Lattice Semiconductor is a leader in low-power, programmable FPGA technology, providing essential control, connectivity, and compute solutions for the edge-to-cloud ecosystem. ask →
• Amkor Technology (AMKR) Information Technology — The world's largest U.S. OSAT provider delivering advanced semiconductor packaging and test solutions that enable AI, automotive and mobile device manufacturers to scale beyond Moore's Law through heterogeneous integration. ask →
• Wesco International (WCC) Industrials — A leading global B2B distributor providing electrical, communications, and utility products alongside comprehensive supply chain and logistics services to construction, industrial, data center, and utility customers. ask →
• Nextpower Inc. (NXT) Industrials — Nextpower is a leading global technology platform providing intelligent solar tracking and energy management systems that maximize the efficiency and reliability of utility-scale solar plants. ask →
• Jones Lang LaSalle (JLL) Real Estate — A global commercial real estate services and investment management powerhouse serving corporations, governments, and investors across 80+ countries with 200 years of market expertise. ask →
• Nutanix (NTNX) Information Technology — Nutanix delivers cloud infrastructure software and hyperconverged systems that unify storage, compute, and virtualization for on-premise and hybrid data centers. ask →
• Regal Rexnord (RRX) Industrials — Regal Rexnord powers industrial motion through engineered electric motors, precision power transmission, automation controls, and thermal management systems, optimized for secular growth markets including automation, aerospace, data centers, and energy efficiency. ask →
• IES Holdings, Inc. (IESC) Industrials — Electrical and mechanical systems contractor delivering infrastructure and installation services across industrial, commercial, and residential markets with strong project-based revenue growth. ask →

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Data: SEC EDGAR (filings) + Finnhub (fundamentals, delayed daily-close). Figures shown with their as-of date.

Last updated 2026-07-23.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.