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The AI Data Center Boom Is Bigger Than One Stock—These ETFs Spread the Bet

Submitted by Nathan Reiff. Published: 7/17/2026.

Though a handful of companies have emerged as frequent topics of conversation in AI, investors would do well to remember that the industry remains very much in a developmental phase. It's possible, and even likely, that the list of leading AI companies in the coming years will differ from today's. This is just as true for data center companies as it is for other areas of the industry, particularly given potential regulatory changes, shifting public opinion about data centers, and the potential impact of new technology.

Investors can approach the data center industry in multiple ways, including individual stocks, real estate investment trusts (REITs), and exchange-traded funds (ETFs). The last of these options may be best for those seeking diversified exposure to the space without making too specific a bet on any particular company. This approach may also suit investors who want to lean into the data center trend without the burden of closely monitoring the latest updates and advances.

A Combination of REITs and Individual Tech Stocks With DTCR

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One of the most prominent ETFs in the data center space is the Global X Data Center & Digital Infrastructure ETF (NASDAQ: DTCR). DTCR tracks an index of companies operating data centers and other digital infrastructure, including firms in the real estate and information technology sectors. More than half of DTCR's assets are dedicated to REITs, while other prominent portions of the portfolio are allocated to semiconductor stocks and software names.

DTCR is primarily a U.S.-focused fund, with about three-quarters of its assets invested in domestic equities. It also holds stocks based in China, Australia, South Korea, and elsewhere, making it a good option for investors seeking domestic grounding with some international exposure. Although DTCR holds 28 stocks, a small handful of outsized positions dominate the portfolio.

DTCR's performance has been strong this year, with the fund returning more than 30% in 2026. This may entice investors who are otherwise wary of the fund's 0.50% annual fee, which is quite high compared with those of most passively managed ETFs.

Leaning Toward Real Estate Brings Higher Dividend Yield

The Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF (NYSEARCA: SRVR) adopts a similar approach to DTCR, following an index composed of companies in the global data and technology infrastructure space, including data center REITs. To be included in the portfolio, firms must generate at least half of their revenue from power generation, digital infrastructure, and connectivity systems. The firms are weighted using a modified market capitalization approach.

The result is a portfolio of 75 names, considerably broader than DTCR but similarly concentrated at the top, with a handful of prominent positions. SRVR leans even more heavily toward real estate investments, with this segment accounting for more than 62% of the fund. With its focus on REITs comes an added dividend benefit, and the fund offers a dividend yield of 2.79%.

Year to date (YTD), this fund has returned nearly 8%, less than the broader market but nonetheless fairly impressive considering the AI-related sell-off that has taken place in recent weeks. With an expense ratio of more than 0.50%, the fund may be relatively expensive, but investors anticipating a resurgence in the space may find that the fee is worthwhile if it leads to stronger returns.

A New Means of Accessing Data Center Supply Chains

One of the most recent additions to the data center ETF space is the VanEck Data Center Supply Chain ETF (BATS: RACK). This fund launched in June 2026, meaning it is still in its earliest stages of growth and currently has relatively low assets and trading volume. Still, compared with the real estate-focused funds discussed above, RACK offers a unique play on the data center industry that may appeal to investors seeking a broader overview of the supply chain.

RACK tracks an index of data center supply chain firms involved in building, operating, and powering modern data centers. This includes companies that build software and hardware, as well as those providing construction and contracting services, electrical support, power management, and more. The 51 companies making up RACK's portfolio are relatively evenly weighted, with no single name recently accounting for more than 5% of the basket.

This fund's expense ratio of 0.50% is in line with those of the other two offerings on this list. Because it is so new, it's difficult to assess the ETF's performance so far, meaning it presents somewhat more risk for investors.