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 + market data, shown with its as-of date.

• Nvidia (NVDA) Information Technology — NVIDIA is the dominant engine of the global AI revolution, providing the critical GPU and networking infrastructure required for large-scale accelerated computing. ask →
• Broadcom (AVGO) Information Technology — A leading supplier of semiconductor and infrastructure software solutions powering the world's AI data centers, networking, and enterprise cloud environments. ask →
• Micron Technology (MU) Information Technology — Micron Technology is a premier provider of high-performance memory and storage solutions,, essential for accelerating artificial intelligence and data-intensive compute applications. ask →
• Advanced Micro Devices (AMD) Information Technology — A leading designer of high-performance CPUs, GPUs, and adaptive AI accelerators powering the modern data center and personal computing landscape. ask →
• Intel (INTC) Information Technology — Intel is a foundational semiconductor designer and manufacturer pivoting toward advanced process nodes and foundry services to power the next generation of computing and AI infrastructure. ask →
• Cisco (CSCO) Information Technology — A global leader in networking and IT infrastructure providing the hardware, software, and services that power modern internet and enterprise communications. ask →
• Oracle Corporation (ORCL) Information Technology — Oracle is a major enterprise technology powerhouse shifting its massive software footprint to a high-growth, AI-driven cloud infrastructure and applications platform. ask →
• Dell Technologies (DELL) Information Technology — A global technology leader providing essential hardware, software, and infrastructure solutions, currently benefiting from massive demand in AI-optimized servers. ask →
• Arm Holdings (ARM) Information Technology — Arm is the world's most pervasive compute architecture, providing the energy-efficient CPU designs and, increasingly, specialized silicon that power the global semiconductor ecosystem from edge sensors to AI data centers. ask →
• Arista Networks (ANET) Information Technology — A leader in high-performance, open-standards Ethernet networking solutions powering the world's largest AI, cloud, and enterprise data centers. ask →
• Marvell Technology (MRVL) Information Technology — A leading infrastructure semiconductor supplier empowering the modern data economy through high-performance connectivity, switching, and compute silicon. ask →
• Western Digital (WDC) Information Technology — Western Digital provides the fundamental, high-capacity hard disk drive storage architecture required for the global AI-driven digital economy. ask →
• Corning Inc. (GLW) Information Technology — A science-based materials innovator providing the essential glass and optical infrastructure that powers modern telecommunications, data centers, and advanced consumer electronics. ask →
• Amphenol (APH) Information Technology — Amphenol is a leading global designer and manufacturer of high-performance interconnect systems, sensors, and antennas that power the world's most critical electronic applications. ask →
• Equinix (EQIX) Real Estate — Equinix is a leading global operator of carrier-neutral data centers, providing the physical infrastructure and interconnection fabrics that power the modern hybrid multi-cloud digital economy. ask →
• Hewlett Packard Enterprise (HPE) Information Technology — Hewlett Packard Enterprise provides enterprise-grade technology solutions spanning networking, hybrid cloud, and high-performance computing. ask →
• Lumentum (LITE) Information Technology — Lumentum is a leading provider of optical and photonic components and systems that power the critical infrastructure for cloud computing, AI, and advanced industrial manufacturing. ask →
• Vertiv (VRT) Industrials — Vertiv is a global provider of critical digital infrastructure, powering the hardware and data centers that support the modern digital economy. ask →
• Bloom Energy Corp (BE) Industrials — Bloom Energy provides stationary on-site power generation solutions through proprietary solid-oxide fuel cell technology designed for high-availability clean energy. ask →
• Monolithic Power Systems (MPWR) Information Technology — Monolithic Power Systems is a leading designer of high-performance, energy-efficient power management semiconductor solutions for diverse high-growth markets. ask →
• TE Connectivity (TEL) Information Technology — A global industrial technology leader providing critical connectivity and sensor solutions that enable power, signal, and data distribution across harsh environments. ask →
• Digital Realty (DLR) Real Estate — Digital Realty is a global provider of data center, colocation, and interconnection solutions that power the critical infrastructure for the world's leading cloud and enterprise companies. ask →
• Astera Labs (ALAB) Information Technology — Astera Labs provides the essential high-speed connectivity chips and software that enable hyperscale AI and cloud data centers to operate at scale. ask →
• Comfort Systems USA (FIX) Industrials — Comfort Systems USA is a leading provider of essential mechanical and electrical infrastructure services for the commercial and industrial building sectors. ask →
• Entergy (ETR) Utilities — Entergy is a major US utility provider pivoting its infrastructure to support high-growth energy demand from the expanding data center market. ask →
• Flex Ltd. (FLEX) Information Technology — Flex is a global manufacturing and supply chain partner providing complex engineering, production, and power infrastructure solutions for diverse technology-driven and regulated markets. ask →
• Microchip Technology (MCHP) Information Technology — A leading supplier of embedded control solutions including microcontrollers, FPGAs, and analog circuits that power a vast array of global industrial, automotive, and data center applications. ask →
• Emcor (EME) Industrials — EMCOR is a leader in electrical and mechanical construction and facilities services that keeps critical infrastructure and buildings operating efficiently. ask →
• Iron Mountain (IRM) Real Estate — Iron Mountain is a global leader in storage and information management, transitioning into high-growth data center and digital services infrastructure. 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 →
• Jabil (JBL) Information Technology — Jabil is a leading global manufacturing services provider that helps companies design, build, and deliver complex electronic products through an asset-light, highly automated model. ask →
• Ameren (AEE) Utilities — Ameren is a Midwestern regulated utility investing heavily in grid modernization, renewable energy, and infrastructure to meet rising demand from data centers and large industrial clients. ask →
• Supermicro (SMCI) Information Technology — A leader in modular, high-performance AI and data center server infrastructure solutions optimized for demanding computing workloads. ask →
• nVent Electric (NVT) Industrials — nVent provides the critical electrical infrastructure components that connect and protect mission-critical equipment in data centers, energy networks, and industrial facilities. ask →
• Hubbell Incorporated (HUBB) Industrials — Hubbell provides essential electrical components and utility infrastructure solutions that enable the reliable transmission, distribution, and management of power from the grid to the end user. ask →
• MACOM Technology Solutions (MTSI) Information Technology — MACOM Technology Solutions is a high-performance semiconductor firm providing essential RF, microwave, and photonic components for advanced data center, telecommunications, and defense infrastructure. ask →
• TD Synnex (SNX) Information Technology — TD SYNNEX is a global IT solutions aggregator and distributor that enables the technology ecosystem by connecting vendors with a massive reseller network and designing custom infrastructure for hyperscale data centers. ask →
• NiSource (NI) Utilities — A regulated utility provider transitioning its power generation fleet toward renewables to support the growing energy needs of data centers and hyperscalers. ask →
• Evergy (EVRG) Utilities — Evergy is a regulated electric utility providing essential power services in Kansas and Missouri, currently navigating significant demand growth from data centers and the transition toward a diversified energy generation portfolio. ask →
• SEMTECH CORP (SMTC) Information Technology — Semtech provides high-performance semiconductors and integrated IoT connectivity solutions that power modern data center infrastructure, industrial automation, and connected devices. ask →
• Wesco International (WCC) Industrials — Wesco is a global leader in electrical and industrial distribution, offering comprehensive supply chain solutions for critical infrastructure and facilities. ask →
• Alliant Energy (LNT) Utilities — Alliant Energy is a regulated utility serving Iowa and Wisconsin, transitioning its energy mix toward renewables while meeting the infrastructure needs of large-load customers. ask →
• STERLING INFRASTRUCTURE, INC. (STRL) Industrials — Sterling Infrastructure is a specialized construction firm delivering critical infrastructure for e-commerce, data centers, and the modern transportation network. ask →
• IREN Ltd (IREN) — A vertically integrated AI infrastructure provider that owns the data centers, compute hardware, and software stack required for large-scale AI training and inference. ask →
• Forgent Power Solutions, Inc. (FPS) Industrials — Forgent Power Solutions is a leading manufacturer of critical electrical distribution equipment and modular power systems for data centers and industrial applications. ask →
• RAMBUS INC (RMBS) Information Technology — Rambus provides critical high-speed memory interface chips and foundational silicon IP that power the world's most advanced data center and AI-driven computing platforms. ask →
• Nextpower Inc. (NXT) Industrials — Nextpower provides the intelligent tracking systems, battery storage, and digital software solutions that power the world’s utility-scale solar energy transition. ask →
• VIAVI SOLUTIONS INC. (VIAV) Information Technology — Viavi Solutions delivers critical test, measurement, and optical technology to secure and optimize high-speed network infrastructure, aerospace communications, and precision industrial applications. ask →
• Littelfuse (LFUS) Information Technology — Littelfuse provides essential circuit protection and power control solutions that ensure safety and reliability in automotive, industrial, and electronic applications. ask →
• Donaldson Company (DCI) Industrials — Donaldson is a diversified global leader in high-performance filtration technologies serving critical industrial, mobile, and life sciences applications. ask →
• HUT CORP (HUT) Information Technology — A digital infrastructure company operating large-scale Bitcoin mining and compute facilities to support the evolving landscape of digital assets and high-performance computing. ask →
• MODINE MANUFACTURING CO (MOD) Industrials — Modine provides mission-critical thermal management and cooling systems for data centers, commercial HVAC, and vehicular applications. ask →
• APPLIED OPTOELECTRONICS, INC. (AAOI) Information Technology — Applied Optoelectronics is a developer and manufacturer of advanced optical components and modules designed for high-speed fiber-optic data transmission in data centers and broadband networks. ask →
• Galaxy Digital Inc. (GLXY) Financials — Galaxy Digital provides a bridge between traditional finance and the digital asset economy, while simultaneously developing utility-scale data center infrastructure for the AI and HPC sectors. ask →
• MAXLINEAR INC (MXL) Information Technology — MaxLinear provides highly integrated communication systems-on-chips that power the backbone of broadband, mobile, and data center infrastructure. ask →
• SPX Technologies, Inc. (SPXC) Industrials — SPX Technologies is a diversified industrial manufacturer providing critical heating, cooling, detection, and communication infrastructure for essential industries. ask →
• COPT DEFENSE PROPERTIES (CDP) Real Estate — A specialized REIT focused on owning and managing mission-critical real estate leased primarily to the US government and national defense contractors. ask →
• National Fuel Gas (NFG) Utilities — A vertically integrated Appalachian energy company operating across the natural gas value chain with a growing regulated utility footprint. ask →
• Kirby Corporation (KEX) Industrials — Kirby Corporation is a leading US provider of inland marine transportation for bulk liquid products and a major distributor of power equipment for industrial and energy markets. ask →
• Applied Digital Corp. (APLD) Information Technology — Applied Digital builds and operates large-scale, sustainably engineered AI data center campuses to support the critical infrastructure needs of global hyperscalers. ask →

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

Last updated 2026-10-08.

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