Themes

Data centers iA group of companies in the same business area, for browsing — not advice, and not a prediction about the group.

Operators of data-center facilities and the servers, cooling and power gear inside them.

A group of companies in the same business area — not advice, and not a prediction about the group. Each row links to that company’s own dated forecast. The list is sortable by name, industry, uncertainty and date — never ranked by expected performance.

TickerCompanyIndustryTypical moveIQR90% rangeAs of
ANETArista Networks, Inc.Computer Hardware+4.3%16.8%−16.5% to +24.6%2026-08-13
DELLDell Technologies Inc.Computer Hardware+3.9%16.6%−16.3% to +28.1%2026-08-13
DLRDigital Realty Trust, Inc.REIT - Office+1.1%11.4%−11.3% to +12.7%2026-08-13
EQIXEquinix, Inc.REIT - Specialty+1.7%9.3%−11.7% to +10.8%2026-08-13
SMCISuper Micro Computer, Inc.Computer Hardware+2.1%31.0%−29.8% to +52.7%2026-08-13
VRTVertiv Holdings CoElectrical Equipment & Parts+5.3%24.8%−21.2% to +33.7%2026-08-13

Typical move, IQR (middle-50% spread) and the 90% range are each name’s own climatology forecast as of the date shown — see the full page for the cone, the confidence interval and the scored record.