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DTCR - ETF AI Analysis

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DTCR

Global X Data Center Reits & Digital Infrastructure Etf (DTCR)

Rating:62Neutral
Price Target:
DTCR, the Global X Data Center REITs & Digital Infrastructure ETF, has a solid but not top-tier rating, reflecting a mix of strong core holdings and some weaker names. High-quality leaders like Equinix and Digital Realty support the fund with robust growth prospects and generally strong financial performance, while Keppel DC REIT adds further strength with solid revenue growth and profitability. However, weaker holdings such as Crown Castle, Nextdc, and Applied Digital, which face issues like poor or negative profitability, high leverage, and bearish technical trends, along with the fund’s focus on a single niche (data centers and digital infrastructure), introduce meaningful risk and help explain why the rating is not higher.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, suggesting its strategy has been working well in the current market.
Leading Data Center and Digital Infrastructure Holdings
Several of the largest positions, such as Equinix and Digital Realty, have delivered strong performance, helping drive the fund’s overall returns.
Global but U.S.-Focused Exposure
The fund is mainly invested in U.S. companies while still holding meaningful positions in Australia and Asia, giving investors a mix of domestic strength and some international diversification.
Negative Factors
High Concentration in Top Holdings
A small number of stocks make up a large share of the portfolio, which increases the impact that any one company’s performance can have on the ETF.
Sector Concentration in Real Estate and Technology
Most of the fund is invested in real estate and technology-related businesses, making it more sensitive to downturns in these specific sectors.
Mixed Performance Among Key Positions
Some major holdings, such as American Tower and Crown Castle, have shown weak or negative performance this year, which can offset gains from stronger names in the portfolio.

DTCR vs. SPDR S&P 500 ETF (SPY)

DTCR Summary

The Global X Data Center REITs & Digital Infrastructure ETF (DTCR) tracks the Solactive Data Center REITs & Digital Infrastructure Index, focusing on companies that own and run data centers and digital communication towers. These are the buildings and networks that keep cloud services, streaming, and online apps running. Well-known holdings include Equinix and Digital Realty. Someone might invest in this ETF to benefit from the long-term growth in data use and to get diversified exposure to many data infrastructure companies at once. A key risk is that it’s concentrated in one sector, so it can rise or fall sharply with trends in tech and real estate.
How much will it cost me?The Global X Data Center REITs & Digital Infrastructure ETF (DTCR) has an expense ratio of 0.5%, which means you’ll pay $5 per year for every $1,000 invested. This is higher than average because it is actively managed and focuses on a specialized sector, requiring more research and management effort.
What would affect this ETF?The Global X Data Center REITs & Digital Infrastructure ETF (DTCR) could benefit from the growing demand for data storage and digital infrastructure as industries increasingly rely on cloud computing and connected devices. However, rising interest rates may negatively impact real estate-focused investments, and regulatory changes or economic slowdowns could pose challenges to the technology and communication sectors it heavily relies on.

DTCR Top 10 Holdings

DTCR is heavily anchored in data center and tower REITs, with Equinix and Digital Realty setting the tone; both have cooled recently, so they’re no longer the runaway engines they were earlier in the year. American Tower and Crown Castle add a telecom-tower backbone, but Crown Castle’s struggles are a bit of a weight on the portfolio. On the tech side, Intel and Micron are surging, giving the fund a strong semiconductor tailwind. With holdings spread across the U.S. and global names like Australia’s Nextdc, this is a focused but geographically diversified bet on digital infrastructure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Equinix12.71%$243.28M$106.49B25.05%
73
Outperform
Digital Realty11.52%$220.51M$67.48B14.22%
69
Neutral
American Tower9.35%$178.94M$85.65B-13.22%
71
Outperform
Crown Castle7.17%$137.24M$39.92B-8.69%
45
Neutral
Nextdc Limited5.35%$102.32MAU$11.36B29.92%
49
Neutral
Applied Digital Corporation4.33%$82.89M$13.11B523.23%
54
Neutral
Intel4.14%$79.24M$602.32B497.70%
64
Neutral
SBA Communications3.97%$75.91M$21.80B-10.43%
67
Neutral
3.96%$75.82M
Micron3.71%$71.00M$846.93B679.21%
79
Outperform

DTCR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.41
Positive
100DMA
25.92
Positive
200DMA
23.18
Positive
Market Momentum
MACD
0.84
Positive
RSI
68.01
Neutral
STOCH
81.60
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DTCR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.82, equal to the 50-day MA of 27.41, and equal to the 200-day MA of 23.18, indicating a bullish trend. The MACD of 0.84 indicates Positive momentum. The RSI at 68.01 is Neutral, neither overbought nor oversold. The STOCH value of 81.60 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DTCR.

DTCR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.01B0.50%
62
Neutral
$8.57B0.39%
64
Neutral
$5.02B0.40%
64
Neutral
$4.80B0.14%
66
Neutral
$3.57B0.22%
66
Neutral
$1.24B0.50%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DTCR
Global X Data Center Reits & Digital Infrastructure Etf
31.12
13.81
79.78%
IXN
iShares Global Tech ETF
QTUM
Defiance Quantum ETF
REET
iShares Global REIT ETF
DFGR
Dimensional Global Real Estate ETF
RWO
SPDR Dow Jones Global Real Estate ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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