A cooling system failure at a third-party data center halted the Chicago Mercantile Exchange, disrupting global markets. This highlights a growing investment opportunity in companies that provide the critical infrastructure and services ensuring data center reliability and uptime.
Published on November 29
The CME outage just proved how fragile our digital economy really is. Companies that prevent these disasters are about to become very valuable.
Artificial intelligence and cloud computing are creating massive demand for data centres that never fail. These companies build exactly that.
Most people don't know these companies exist, but they're the invisible backbone powering everything from Netflix to your bank account.
A cooling system failure at the Chicago Mercantile Exchange revealed how dependent global markets are on reliable data infrastructure. This event highlights a massive investment opportunity in companies that build and maintain the digital backbone powering our economy - from data centres to cooling systems to networking equipment.
This collection spans the entire data centre value chain, including real estate investment trusts (REITs) that own facilities, manufacturers of servers and cooling equipment, and networking specialists. These companies benefit from the growing demand for bulletproof digital infrastructure as AI and cloud computing drive exponential data growth.
Each company was handpicked by professional analysts for their critical role in data centre operations and reliability. From industry leaders like Digital Realty Trust to innovative cooling specialists, these stocks are positioned to benefit from increased enterprise spending on infrastructure resilience and uptime guarantees.
This basket's total market capitalisation is 879,396.196 and is anchored by dominant large‑cap holdings. Its performance therefore tends to track broader market movements and exhibit lower idiosyncratic volatility.
DLR: $55.00B
EQIX: $73.96B
VRT: $68.72B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
13 of 16 assets in this group are rated Buy by professional analysts.
