Skip to navigationSkip to main contentSkip to right columnADVERTISEMENTMarc GubertiSat, August 15, 2026 at 4:14 PM GMT+2 4 min readQuick ReadDTCR has climbed 38% year to date, driven by Equinix and Digital Realty, which together make up 40% of the $2.14 billion fund.The 10-year Treasury yield topping 5% would compress DTCR's REIT multiples even if AI leasing stays hot, just as it did in 2022.Equinix CEO Adaire Fox-Martin called Q2 2026's guidance raise the largest in company history, with $424 million in gross bookings and 53% EBITDA margins.Many financial professionals are salespeople paid on what they push, not whether you end up wealthier. A fiduciary is the opposite. The SEC legally requires them to put your interests first. Advisor.com's free matching tool pairs you with vetted fiduciaries from major national firms, all in under three minutes. See who you match with today.The Global X Data Center & Digital Infrastructure ETF (NASDAQ:DTCR) has become the cleanest way to own the picks-and-shovels of the AI boom, and the numbers show it. DTCR is up 38% year to date and 55% over the past year, as data center landlords ride a wave of pricing power that most REIT categories can only envy. With $2.14 billion in net assets, DTCR now sits at the intersection of two of the market's tightest supply-demand imbalances: colocation capacity and AI compute.24/7 Wall St.What DTCR Actually OwnsRoughly half of the fund is in data center REITs and tower operators, with the balance in semiconductors and connectivity. The top four holdings do most of the heavy lifting: Equinix at 12%, Digital Realty at 11%, American Tower at 10%, and Crown Castle at 7%. That is roughly 40% of the portfolio in four names, so what happens at Equinix and Digital Realty effectively is what happens to DTCR. Equinix is up 42% year to date; Digital Realty is up 29%. That is the engine behind the fund's move.Are You Ready To Retire, Or Years Behind?Most Americans suspect they're behind on retirement and never find out.