The stack / layer 2 of 10, foundations
Data center buildout
AIX-buildout 2,465.98 −3.75% (−96.18 today)
1M −5.58% · YTD +29.42% · 1Y +15.57%
Layer index against AIX and QQQ
Percent change from the start of the range
Upstream and downstream
Index change today. Money flows right to left, supply left to right.
Buys from
Energy and power−3.38%This layer
Listed companies
Weight in AIX-buildout, from the previous close. Select a column to sort.
| Roles | ||||||||
|---|---|---|---|---|---|---|---|---|
| Eaton ETN | 369.97 | −6.03% | −14.2% | +16.2% | −1.6% | $144B | 30.0% | Energy |
| Equinix EQIX | 1,013.70 | −2.22% | +0.3% | +32.3% | +24.2% | $100B | 20.9% | |
| Quanta Services PWR | 620.73 | −2.27% | −3.7% | +47.1% | +41.2% | $93.3B | 19.5% | Energy |
| Vertiv VRT | 232.50 | −5.46% | −4.7% | +43.5% | +22.0% | $74.8B | 15.6% | |
| Digital Realty DLR | 180.70 | −1.21% | +2.0% | +16.8% | +3.8% | $67.0B | 14.0% |
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The Fed held rates steady following September's hike, with two dissenters favoring another increase. Check out the market update here.
- Digital Realty Trust (DLR) Stock Faces Q3 Earnings Valuation Reckoning
Digital Realty Trust came into this Q3 2026 report with a rich 77.2x P/E and a stock that had risen over the past month, then the shares slipped 1.2% to about US$180 on the first trading day after results. That small pullback clashes with what the numbers actually show. Core fund…
- Digital Realty: 3 Key Takeaways for Long-Term Investors
Record contracted backlog of $1.8 billion at the company's share secures multiyear revenue visibility through 2028.
- Is Vertiv Stock Safer Or Riskier Than A Year Ago?
For questions about this article or underlying research, email help@trefis.com.
- How Earnings Beat Will Impact Digital Realty Trust (DLR) Investors
Digital Realty Trust reported third quarter 2026 revenue of US$1.9b and funds from operations of US$2.10 per share, ahead of analyst expectations, and raised its full year 2026 revenue guidance to a range of US$7.05b to US$7.125b. Record leasing bookings, a large contracted backl…
- Eaton vs. nVent: Which Electrical Equipment Stock Has an Edge?
Eaton and nVent are riding AI-driven data center demand, but their share gains, growth plans, valuations and tariff risks make the stock comparison intriguing.
- Citigroup Maintains Buy on Digital Realty Trust, Raises Price Target to $234
Citigroup analyst Michael Rollins maintains Digital Realty Trust (NYSE:DLR) with a Buy and raises the price target from $226 to $234.
- Equinix Raises Outlook Again as Data Center Bookings Hit Record
Equinix signed a record $533 million of annualized bookings in Q3 and lifted its outlook a third time on AI demand.
- ETN Set to Report Q3 Earnings: Should You Buy, Sell or Hold the Stock?
Eaton's Q3 earnings outlook signals strong growth, fueled by data-center demand and acquisitions, but premium valuation raises concerns.
- Digital Realty (DLR) Q3 2026 Earnings Call Transcript
AI demand drives record bookings and 11% FFO growth for data center giant.
- Wells Fargo Maintains Overweight on Digital Realty Trust, Raises Price Target to $225
Wells Fargo analyst Eric Luebchow maintains Digital Realty Trust (NYSE:DLR) with a Overweight and raises the price target from $220 to $225.
- DLR Q3 FFO & Revenues Beat Estimates on Rental Growth, '26 View Raised
Digital Realty's record bookings, rising occupancy and stronger rental rates drive double-digit core FFO growth as the company raises its 2026 outlook.