The physical plant ETFs in the AI compute core
Data centers and the cooling, power and electronic parts inside them. Driven by how fast data centers are built.
10ETFs in this category
$2.7bnmoney in them
0.4%of the AI compute core’s money
DTCRlargest unleveraged ETF, 73.5%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | −20.9% | +20.1% | +16.9% |
| Its story | −14.8% | +21.4% | +17.2% |
| Broad US ETFs | −2.5% | +11.5% | +11.8% |
Every ETF here, largest first
| # | ETF | Name | Assets | Share | 12 months | Fee |
|---|---|---|---|---|---|---|
| 1 | DTCR | Global X Data Center REITs & Digital Infrastructure ETF | $2.0bn | 73.5% | +12.6% | 0.50% |
| 2 | SRVR | Pacer Data & Infrastructure Real Estate ETF | $295m | 11.1% | −6.8% | 0.49% |
| 3 | SNSR | Global X Internet of Things ETF | $201m | 7.6% | +21.2% | 0.68% |
| 4 | NCLD | Roundhill Neocloud ETF | $101m | 3.8% | – | 0.65% |
| 5 | RACK | VanEck Data Center Supply Chain ETF | $75m | 2.8% | – | 0.50% |
| 6 | TINY | ProShares Nanotechnology ETF | $12m | 0.5% | +21.1% | 0.58% |
| 7 | CCML | Roundhill MLCC & Electronic Components ETF | $10m | 0.4% | – | 0.65% |
| 8 | MLCC | Global X MLCC & Electronic Components ETF | $5m | 0.2% | – | 0.75% |
| 9 | CAPA | Defiance AI Capacitors Leaders ETF | $4m | 0.1% | – | 0.71% |
| 10 | CAPQ | Tuttle Capital AI Capacitor ETF | – | 0.0% | – | – |
Other categories in the AI compute core
Common questions
Which ETFs are the physical plant ETFs?10 US ETFs sit in this category of the AI compute core. Data centers and the cooling, power and electronic parts inside them. Driven by how fast data centers are built.
What is the largest the physical plant ETF?DTCR, Global X Data Center REITs & Digital Infrastructure ETF, with $2.0bn, 73.5% of the category's money.
How have the physical plant ETFs performed?The median unleveraged ETF here returned +16.9% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.