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Best data centre stocks
The physical layer of AI — power, cooling, networking, racks and the land they sit on — is a slower, more contracted business than the chips inside it.
The screen: 14 US exchange-listed companies across 5 sectors (Technology, Utilities, Industrials, Real Estate…), 8 of which pay a dividend. Size mix: 2 mega-cap, 7 large-cap, 2 mid-cap, 2 small-cap, 1 micro-cap.
What separates the winners from the losers here
- Contracted backlog and lease length
- Access to power, which is now the real bottleneck
- Whether the customer base is concentrated in two or three hyperscalers
The full list
| Ticker | Company | Price | 1D | What it is |
|---|---|---|---|---|
| NVDA | NVIDIA | $217.18 | +0.04% | Accelerator silicon and the CUDA software moat around it. |
| AMD | Advanced Micro Devices | $538.50 | +0.08% | CPU and GPU challenger competing for data-centre share. |
| MU | Micron | $904.35 | -0.06% | Memory maker levered to the high-bandwidth memory cycle. |
| TSM | Taiwan Semiconductor (ADR) | $421.00 | +0.17% | The foundry almost every advanced chip design depends on. |
| SMCI | Super Micro Computer | $32.22 | +0.37% | Server assembly positioned directly in the AI build-out. |
| DELL | Dell Technologies | $456.11 | +0.24% | PCs and enterprise infrastructure, now selling AI servers. |
| ANET | Arista Networks | $183.72 | +0.41% | High-speed switching for cloud and AI clusters. |
| CEG | Constellation Energy | $263.30 | +0.04% | Largest US nuclear fleet selling power to data centres. |
| VST | Vistra | $149.65 | +0.05% | Merchant generation levered to power prices and AI demand. |
| ETN | Eaton | $391.96 | +0.08% | Electrical equipment levered to grid and data-centre spend. |
| EQIX | Equinix | $975.71 | 0.00% | Interconnection data centres with recurring rent. |
| MARA | MARA Holdings | $7.40 | +0.33% | Bitcoin miner whose earnings track the coin price and hash rate. |
| RIOT | Riot Platforms | $13.97 | +0.01% | Bitcoin mining pivoting capacity toward AI hosting. |
| CLSK | CleanSpark | $8.52 | +0.71% | Bitcoin miner with high operating leverage to the coin price. |
Where to buy them
To hold these as real shares you need a stockbroker rather than a CFD provider. If you only want exposure to the price movement, a share CFD does that with leverage — and without ownership.
CFD — no ownershipNon-US residents who want a wide US share-CFD list on MetaTrader 4 or 5
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Frequently asked questions
How many data centre stocks are in this list?
14, drawn from our US exchange-listed universe and spread across 5 sectors. 8 of them pay a dividend.
Is this a list of data centre stocks to buy?
No. It is a screen — a defined, reproducible filter over a stated universe. A screen tells you which companies share a characteristic; it says nothing about whether the price you would pay today is a sensible one. Nothing here is investment advice.
What is the main risk with data centre stocks?
Long-lived assets built against short-lived demand assumptions. Overbuild is the classic failure mode of every infrastructure cycle.
How do I actually buy these from outside the US?
You need a broker that accepts your country of residence and gives you access to US exchanges. To own the shares outright, that usually means an international stockbroker plus a W-8BEN form to claim your treaty rate on dividend withholding.
Screen definition reviewed October 2026. Universe: US exchange-listed securities tracked by InvestingTrading. This page is information, not investment advice.