ETF Launches Global Data Centre Infrastructure Fund
The ETFS Global AI Infrastructure and Data Centres ETF (DTCR) began trading on November 10, 2026, tracking companies that build and operate AI data centres.
Updated on Nov. 10, 2026 in Data Centers
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ETF Shares listed the ETFS Global AI Infrastructure and Data Centres ETF (DTCR), which holds 30 global companies involved in building and operating AI data centres. The listing comes as US data centre equities have recently weakened.
Why it matters
The fund offers exposure to the physical infrastructure underpinning AI rather than the technology platforms and semiconductor makers more commonly associated with the sector. Its launch follows recent market weakness in US data centre stocks.
The fund holds 30 companies supplying power, cooling, networking, equipment and real estate for data centres, weighted by modified market capitalisation after selection on revenue exposure. Its 0.39% annual fee and concentration in Taiwan and the US are the key measurable features, though current holdings weights were not disclosed in the source.
The players
ETF Shares
ETF Shares is an Australian exchange-traded fund issuer that listed the DTCR fund.
The details
DTCR tracks the BITA Data Centre Critical Infrastructure Index and focuses on companies that build and operate AI data centre infrastructure rather than technology platforms or chip manufacturers. Its dominant sectors are industrials and real estate.
Timeline
November 10, 2026: ETF Shares listed the DTCR fund.
2028: Planned data centre projects could face delays or additional requirements as governments respond to infrastructure pressures.
The Tech Race
DTCR packages the physical side of the AI buildout, tracked against the BITA Data Centre Critical Infrastructure Index, as a investable alternative to the chipmakers and platforms that dominate AI investing. It positions the buildout as a separate asset class competing for investor attention in the same race.
For investors, DTCR offers a route to data centre infrastructure exposure with a 0.39% annual management fee. Holders should weigh that cost against the concentration in Taiwan and the US and the recent weakness in US data centre equities.
The takeaway
Investors looking at AI exposure may find infrastructure-focused funds a different route from platform or chip stocks. Fund costs and geographic concentration are worth comparing before committing capital.
Further reading
For more on the infrastructure behind AI, see Data Centers.
Live Poll
Should your local government require data centres to use renewable energy and recycled water?
