Data Center & Digital Infrastructure vs the S&P 500 (DTCR): is it outperforming?
Over the past month, DTCR has underperformed the S&P 500 by 10.5 points. Here is where that puts it in the sector rotation — updated daily.
Where DTCR sits on the rotation map
Data Center & Digital Infrastructure highlighted against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window — the methodology explains the math.
DTCR vs SPY: head-to-head returns
DTCR (data center & digital infrastructure) and SPY (the S&P 500) side by side over every window Zensei tracks. The spread is the difference — positive means DTCR won that window.
Data as of 2026-07-22 · computed from daily adjusted closes · how we measure
The read
Data Center & Digital Infrastructure (DTCR) is losing its lead. It built a 8.3-point advantage over the S&P 500 across the longer, time-shifted window, but over the past month it has slipped 10.5 points behind the market — the weakening quadrant of the rotation map. Ranked by one-month spread, it currently stands #104 of the 115 groups Zensei tracks — among the market's weakest pockets right now.
On the shorter tape, DTCR's momentum is weakening: the intraday trend that carried the move is cooling across the shorter windows. DTCR's relative-strength line has broken below its long-term average — the long-term outperformance trend is no longer intact. Both signals point the same direction here: the market is not rewarding this group on either horizon.
The exposure comes via Global X Data Center & Digital Infrastructure ETF, whose 18 tracked holdings are led by EQUINIX INC, DIGITAL REALTY TRUST INC and AMERICAN TOWER CORP. Weighted by portfolio, the fund's holdings trade at roughly 57.8× earnings and 10.8× sales. The thing to watch from here is whether this is a pause or a handoff: weakening groups sometimes reset and reclaim leadership, but a deepening one-month deficit usually means rotation has moved on.
What's inside DTCR
Top 5 of 18 tracked holdings, by portfolio weight.
Data Center & Digital Infrastructure vs the market — common questions
Is data center & digital infrastructure outperforming the S&P 500?
Right now, no: over the past month DTCR has underperformed the S&P 500 by 10.5 points. This page updates daily, so the answer reflects current market data rather than a dated article.
What is DTCR?
DTCR is Global X Data Center & Digital Infrastructure ETF, the fund Zensei uses to measure the data center & digital infrastructure group against the S&P 500 benchmark (SPY).
Which stocks are in DTCR?
DTCR's largest tracked positions are EQUINIX INC, DIGITAL REALTY TRUST INC, AMERICAN TOWER CORP, CROWN CASTLE INC, MICRON TECHNOLOGY INC — 18 holdings in total. The full list, with each stock measured against the group, is part of Zensei Premium.
What quadrant is data center & digital infrastructure in right now?
As of the latest daily data, data center & digital infrastructure is in the weakening quadrant — still ahead over the longer window, but behind the market over the past month. The quadrant rules are documented on the Zensei methodology page.
Related sectors
Track data center & digital infrastructure against the whole market
Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.