The Top 10 Data Centers & Digital Infrastructure Stocks
95 stocks in the theme · theme 1-month +3.8% · as of 2026-07-10
The Brookfield-backed data center operator's $1.4 billion IPO highlights surging demand for AI-ready digital infrastructure and carrier-neutral colocation services across North America and the UK. Companies owning, operating, or equipping data center and digital infrastructure.
Below are the 10 largest Data Centers & Digital Infrastructure stocks by market capitalization, led by NVDA (Nvidia Corp) at $4.8T. Each is shown with its 1-month, 3-month, and year-to-date performance, relative-strength rank, and recent price action — a snapshot of where the money and momentum sit in the theme today.
These are the recognizable leaders, not micro-cap lottery tickets: ranking by market cap surfaces the companies with the scale, liquidity, and institutional ownership to actually represent the theme. Use the relative-strength column to separate the names outperforming the broad market from those just along for the ride.
Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence to…
NVDA (Nvidia Corp) carries a $4.8T valuation. Within the theme it sits in the Data Center Equipment & Cooling sub-group. The past month has been quiet — +1.3%. Relative strength is strong at 82 — it's outpacing most of the market. Over longer windows it's +14.7% in three months and +11.7% year-to-date.
#2. MU — Micron Technology, Inc. · $1.3T
Semiconductors · Memory & Storage — Dram/Nand Manufacturing · Public since 1984
Micron is one of the largest semiconductor companies in the world, specializing in memory and storage chips. Its primary revenue stream comes from dynamic random access memory, or DRAM, and it also has minority exposure to not-and or NAND, flash chips. Micron serves a global…
MU (Micron Technology, Inc.) commands a $1.3T market cap. Within the theme it sits in the Data Center Equipment & Cooling sub-group. It's roughly flat over the past month (+4.6%). With RS at 99, it's outperforming the broad tape. Over longer windows it's +132.3% in three months and +210.5% year-to-date.
#3. SNDK — Sandisk Corporation Common Stock · $336.7B
Semiconductors · Memory & Storage — Dram/Nand Manufacturing · Public since 2025
Sandisk is one of the five largest suppliers of NAND flash memory semiconductors globally. Sandisk is vertically integrated, producing substantially all of its flash chips at manufacturing sites across Japan via a joint-venture framework with Kioxia. Sandisk then repackages most…
SNDK (Sandisk Corporation Common Stock) commands a $336.7B market cap. Within the theme it sits in the Data Center Equipment & Cooling sub-group. The stock is up +16.4% over the past month — clear momentum. With RS at 99, it's outperforming the broad tape. Over longer windows it's +125.0% in three months and +596.1% year-to-date.
#4. DELL — Dell Technologies Inc. · $278.8B
Technology Hardware · Enterprise IT Infrastructure — Servers & Networking · Public since 2018
Dell Technologies is a broad information technology vendor, primarily supplying hardware to enterprises. It focuses on premium and commercial personal computers, as well as enterprise on-premises data center hardware. It holds top-three shares in its core markets of personal…
DELL (Dell Technologies Inc.) carries a $278.8B valuation. Within the theme it sits in the Data Center Equipment & Cooling sub-group. A +13.9% one-month move shows buyers in control. Relative strength is strong at 98 — it's outpacing most of the market. Over longer windows it's +139.7% in three months and +240.4% year-to-date.
#5. MRVL — Marvell Technology, Inc. Common Stock · $260.6B
Semiconductors · Connectivity Semiconductors — High-Speed Data Transmission · Public since 2000
Marvell Technology is a fabless chip designer focused on wired networking, where it has the second-highest market share. Marvell serves the data center, carrier, enterprise, and consumer end markets with processors, optical and copper transceivers, switches, and storage…
MRVL (Marvell Technology, Inc. Common Stock) is a $260.6B name. Within the theme it sits in the Data Center Equipment & Cooling sub-group. A -11.6% one-month move has it out of favor for now. An RS rank of 97 puts it among the market's leaders. Over longer windows it's +96.6% in three months and +163.8% year-to-date.
#6. WDC — Western Digital Corp. · $220.2B
Technology Hardware · Enterprise IT Infrastructure — Servers & Networking · Public since 1978
Western Digital is a leading vertically integrated supplier of hard disk drives. The HDD market is a practical duopoly, with Western Digital and Seagate being the two largest players. Western Digital designs and manufactures its HDDs, with much of the manufacturing and workforce…
WDC (Western Digital Corp.) commands a $220.2B market cap. Within the theme it sits in the Data Center Equipment & Cooling sub-group. The stock is up +12.5% over the past month — clear momentum. With RS at 99, it's outperforming the broad tape. Over longer windows it's +72.4% in three months and +210.4% year-to-date.
#7. GLW — Corning Incorporated · $219.8B
Electronic Components · Electronic Components · Public since 1945
Corning is a provider of glass, ceramics, and optical fiber across six distinct end markets. Corning's largest segments by revenue are display glass for TVs and optical fiber for telecom networks and data centers. It also provides cover glass for smartphones as well as filters…
GLW (Corning Incorporated) carries a $219.8B valuation. Within the theme it sits in the Fiber Networks & Interconnection sub-group. The stock is up +9.7% over the past month — clear momentum. Relative strength is strong at 98 — it's outpacing most of the market. Over longer windows it's +12.4% in three months and +110.5% year-to-date.
Seagate Technology is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital; they are both vertically integrated.
STX (Seagate Technology Holdings PLC Ordinary Shares (Ireland)) is a $218.3B name. Within the theme it sits in the Data Center Equipment & Cooling sub-group. A +7.6% one-month move shows buyers in control. An RS rank of 99 puts it among the market's leaders. Over longer windows it's +81.8% in three months and +216.6% year-to-date.
#9. APH — Amphenol Corporation · $216.9B
Electronic Components · Connectors — Interconnect Systems · Public since 1991
Amphenol is a global supplier of connectors, sensors, and interconnect systems. It holds the second-largest connector market share globally and sells into the automotive, broadband, commercial air, industrial, IT and data communications, military, mobile devices, and mobile…
APH (Amphenol Corporation) carries a $216.9B valuation. Within the theme it sits in the Data Center Equipment & Cooling sub-group. The past month has been quiet — +3.2%. Relative strength is strong at 91 — it's outpacing most of the market. Over longer windows it's +15.5% in three months and +13.9% year-to-date.
#10. ANET — Arista Networks · $213.9B
Networking Equipment · Data Center Networking — High-Speed Ethernet · Public since 2014
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system that runs a single image across every single one of its devices. The firm operates as one reportable…
ANET (Arista Networks) is a $213.9B name. Within the theme it sits in the Data Center Equipment & Cooling sub-group. The stock is up +22.9% over the past month — clear momentum. An RS rank of 93 puts it among the market's leaders. Over longer windows it's +28.0% in three months and +39.9% year-to-date.