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Companies exposed to Data-center construction

The AI stocks the model maps to Data-center construction — part of the infrastructure layer, ranked by how strongly each name is exposed.

51 companies · ranked by exposure

What is Data-center construction?

The specialized builders, electricians and equipment that physically construct AI data centers.

Full explainer: what Data-center construction is & who makes it →

Every announced gigawatt must pass through a labor- and equipment-limited construction pipeline. When Data-center construction tightens, the companies below are the ones in its path — which is why the model tracks their exposure to it.

The companies, ranked by exposure to Data-center construction

  1. 1Digital Realty logoDigital RealtyDLRProducer90
  2. 2Equinix logoEquinixEQIXProducer90
  3. 3AOAirTrunk Operating Pty LtdProducer85
  4. 4DDDayOne Data CentersProducer85
  5. 5GDS Holdings Limited logoGDS Holdings LimitedGDSProducer85
  6. 6NEXTDC Limited logoNEXTDC LimitedNXT.AXProducer85
  7. 7EDEdgeConneXProducer80
  8. 8Keppel DC REIT logoKeppel DC REITAJBU.SIServices80
  9. 9PWRQuanta ServicesPWRProducer78
  10. 10Core Scientific, Inc. logoCore Scientific, Inc.CORZProducer75
  11. 11VNETVNET Group, Inc.VNETProducer75
  12. 12Comfort Systems USA logoComfort Systems USAFIXProducer74
  13. 13Brookfield logoBrookfieldBAMProducer70
  14. 14DHDataBank HoldingsProducer70
  15. 15EMCOR Group, Inc. logoEMCOR Group, Inc.EMESupplier70
  16. 16GSGlobal Switch HoldingsProducer70
  17. 17Schneider Electric logoSchneider ElectricSU.PASupplier70
  18. 18CDCompass DatacentersProducer65
  19. 19DBRGDigitalBridge Group, Inc.DBRGServices65
  20. 20FCFlexential Corp.Producer65
  21. 21Vantage Data Centers logoVantage Data CentersProducer65
  22. 22QTS Realty logoQTS RealtyProducer60
  23. 23Sterling Infrastructure, Inc. logoSterling Infrastructure, Inc.STRLSupplier60
  24. 24YGYondr GroupProducer60
  25. 25DCDPR ConstructionSupplier55
  26. 26RERosendin ElectricSupplier55
  27. 270728.HKChina Telecom0728.HKServices50
  28. 28GLXYGalaxy Digital Inc.GLXYProducer50
  29. 29MasTec, Inc. logoMasTec, Inc.MTZSupplier50
  30. 30NGNTT Global Data CentersProducer50
  31. 31SoftBank Group logoSoftBank Group9984Services50
  32. 32TPLTexas Pacific Land CorporationTPLSupplier50
  33. 33Corning Incorporated logoCorning IncorporatedGLWServices45
  34. 34Goodman Group logoGoodman GroupGMG.AXProducer45
  35. 35LBLandBridge Company LLCLBSupplier45
  36. 368002.TMarubeni Corporation8002.TServices45
  37. 37CGChindata GroupProducer40
  38. 38HOCHTIEF AG logoHOCHTIEF AGHOT.DESupplier40
  39. 39300442.SZRange Intelligent Computing Technology Group300442.SZProducer40
  40. 40RIOTRiot Platforms, Inc.RIOTProducer40
  41. 41Iron Mountain Incorporated logoIron Mountain IncorporatedIRMProducer35
  42. 42BCBechtel CorporationSupplier30
  43. 43DSV A/S logoDSV A/SDSV.COSupplier30
  44. 44Iberdrola, S.A. logoIberdrola, S.A.IBE.MCProducer30
  45. 45KNIN.SWKuehne + Nagel International AGKNIN.SWSupplier30
  46. 46Tata Consultancy Services logoTata Consultancy ServicesTCSProducer30
  47. 47American Tower Corporation logoAmerican Tower CorporationAMTProducer25
  48. 48300383.SZBeijing Sinnet Technology300383.SZProducer25
  49. 49AECOM logoAECOMACMSupplier20
  50. 50Jacobs Solutions Inc. logoJacobs Solutions Inc.JSupplier20
  51. 51Fluor Corporation logoFluor CorporationFLRSupplier15

Frequently asked

What are the top Data-center construction stocks?

By modeled exposure to Data-center construction: Digital Realty, Equinix, AirTrunk Operating Pty Ltd, DayOne Data Centers, GDS Holdings Limited, NEXTDC Limited. The full ranked list of 51 names is below.

Which companies make Data-center construction?

The names the model tags as producers or suppliers of Data-center construction: Digital Realty, Equinix, AirTrunk Operating Pty Ltd, DayOne Data Centers, GDS Holdings Limited, NEXTDC Limited.

What is Data-center construction?

The specialized builders, electricians and equipment that physically construct AI data centers.

What happens if Data-center construction runs short?

Contractor and switchgear shortages stretch time-to-energize; announced capacity silently slides right.

Exposure scores are illustrative, order-of-magnitude reads from our model of the AI value chain — not investment advice.

as of 2026-07-17Medium confidence model v0.7.0
All companiesWhat is Data-center construction? →