AI data centers are a blossoming investment theme, with GlobalX even renaming their "VPN" ETF to "DTCR". So, how can you profit off the growth of AI data centers?
In this video, we analyze two different data center ETFs: the iShares U.S. Digital Infrastructure and Real Estate ETF $IDGT and the GlobalX Data Center & Digital Infrastructure ETF $DTCR. We'll discuss the top four holdings, which are the same for both, as well as a couple of names that are mysteriously absent from both ETFs: Dell $DELL and Vertiv $VRT.
RESEARCH PIECES USED IN THIS VIDEO:
1. Investing in Data Center REITs
• Investing in Data Center REITs: Risks...
2. Investing in Big Data with Data Center REITs
https://www.nanalyze.com/2022/06/inve...
CHAPTERS:
00:00 Massive data center demand
02:51 Data center ETFs
03:42 Let's talk REITs
04:52 Three common names
06:31 Eighteen other stocks
07:05 Micron (MU)
10:08 Dell (DELL)
10:46 Vertiv (VRT)
11:58 McKinsey's research
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$DTCR
$IDGT
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