HPEHewlett Packard Enterprise Company
$62.33+2.12%
0.3% Above PivotData as of Sep 23, 2026
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Data Center & AI Infrastructure Stocks
The physical layer of the AI boom — data center REITs, power infrastructure, cooling, networking, and the utilities supplying them.
3M Return+2.2%
YTD Return+56.2%Year to date
vs SPY (3M)-3.0%Theme minus SPY
Total Stocks24Curated universe
Setup Distribution
Breaking Out1
Near Pivot2
Forming1
Total Setups4
Theme vs SPY (3M)
Data Center & AI Infrastructure Stocks+0.1%
SPY+3.1%
Top Setups in Data Center & AI Infrastructure Stocks(3 of 4 shown)
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ANETArista Networks, Inc.
$203.47-0.84%
2.3% To PivotData as of Sep 23, 2026
CSCOCisco Systems, Inc.
$106.43-0.01%
5.8% To PivotData as of Sep 23, 2026
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Today in Data Center & AI Infrastructure Stocks
Data as of Sep 24, 2026Theme Performance
| Today (1D) | -0.72% |
| 5D | +1.74% |
| 1M | +6.87% |
| 3M | +2.21% |
| YTD | +56.24% |
| 1Y | +59.82% |
| vs SPY Benchmark | |
| Today (1D) | +0.01% |
| 1M | +6.30% |
| YTD | +43.65% |
Top Movers
Theme News
While GPUs Get the Headlines, These 3 Stocks Build the Networks That Actually Move Data
247wallst.com · 1d ago$ANET
Prediction: Networking Will Be the Next Bottleneck Within the AI Supercycle. 1 Growth Stock to Own.
fool.com · 1d ago$ANET
Arista Networks (ANET) Surpasses Market Returns: Some Facts Worth Knowing
zacks.com · 2d ago$ANET
Setup coverage is limited to 3 free previews. Rows marked Pro are outside this preview. Unlock Pro to see setup coverage across all 24 stocks.
| # | Ticker | Company | Price | % Change | RS Rating | Market Cap | Setups | Status | Watch |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Cisco Systems, Inc. | $106.43 | -0.01% | 77 | $419.49B | (1) | Forming | ||
| 2 | Arista Networks, Inc. | $203.47 | -0.84% | 90 | $256.2B | (1) | Near Pivot | ||
| 3 | Hewlett Packard Enterprise Company | $62.33 | +2.11% | 97 | $82.54B | (1) | Breaking Out | ||
| 4 | Dell Technologies Inc. | $549.62 | +0.11% | 98 | $365.09B | Pro | Pro | ||
| 5 | GE Vernova Inc. | $951.82 | +0.16% | 66 | $253.5B | Pro | Pro | ||
| 6 | Eaton Corporation plc | $438.76 | -0.84% | 75 | $170.37B | Pro | Pro | ||
| 7 | NextEra Energy, Inc. | $77.02 | -2.83% | 34 | $160.65B | Pro | Pro | ||
| 8 | Cloudflare, Inc. | $352.46 | -0.14% | 92 | $125.1B | Pro | Pro |
About Data Center & AI Infrastructure Stocks
Data center and AI infrastructure stocks tracked across REITs, power management, cooling, networking, and utilities fueling the AI buildout with daily updated market data, valuation metrics and performance tracking.
24 StocksIn this theme
4 SetupsAcross 3 states
Updated DailyAfter market close (~8PM ET)
Popular Segments in this theme
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