Data as of Oct 27, 2026.

Theme · 9 funds

Digital infrastructure ETFs

See every digital infrastructure ETF by what it holds, not by its name. Funds that hold data centre owners, tower and fibre operators, and the 5G and connected device companies that use them. 9 funds, largest first. Updated Oct 27, 2026. The typical fund carries 62% of its weight in S&P 500 stocks, the 4th most of the 53 themes with holdings on file.

The short answers
How many there are
9
US listed digital infrastructure ETFs, as of Oct 27, 2026.
The largest
Global X Data Center & Digital Infrastructure ETF, $2.1bn.
The cheapest
Defiance Space and Connective Tech ETF, 0.30% a year.
Best one year total return
Invesco Next Gen Connectivity ETF, +44.7%.
Least like the S&P 500
Global X Internet of Things ETF, 27.7% of its weight in S&P 500 companies.
Closest pair
50% of their weight in the same companies.

What these funds actually own

Between them the 9 funds' ten largest holdings name 75 companies, of which 14 appear in more than one.
More

Apple Inc is among the ten largest of 3 of them, at an average of 5.4% of the fund.

CompanyIn the top ten ofAvg weightLargest, and where
Apple Inc AAPL3 of 95.4%8.8% in KNCT
AMERICAN TOWER REIT AMT2 of 912.5%15.1% in SRVR
EQUINIX REIT EQIX2 of 912.2%15.7% in SRVR
DIGITAL REALTY TRUST REIT DLR2 of 910.5%16.7% in SRVR
Micron Technology Inc MU2 of 97.5%7.8% in KNCT
Broadcom Inc AVGO2 of 96.2%7.6% in KNCT
SBA COMMUNICATIONS REIT CORP CLASS SBAC2 of 96.0%7.7% in IDGT
CROWN CASTLE INC CCI2 of 95.4%6.7% in IDGT
Nvidia Corp NVDA2 of 94.9%5.0% in UFOX
Intel Corp INTC2 of 94.6%5.0% in WUGI
Marvell Technology Inc MRVL2 of 94.0%5.8% in WUGI
Cisco Systems Inc CSCO2 of 93.8%4.0% in KNCT
Arista Networks Inc ANET2 of 93.2%4.2% in IDGT
Skyworks Solutions Inc SWKS2 of 92.5%2.7% in NXTG
EQUINIX, INC. 1 of 912.2%12.2% in DTCR

Digital infrastructure and data centers ETFs, the companies their ten largest holdings name. The 15 most widely held of 75. Source: each fund's latest SEC filing or its issuer’s own daily holdings file, read by ETFIQ.

How this is counted

Each row counts the ten largest holdings of each fund, so a fund missing from a row may still hold that company lower down. Weights are of the funds that name it, not of the theme.

Share already in the S&P 500
DTCR
67.0%
UFOX
51.8%
NXTG
38.3%
IDGT
32.6%
SRVR
62.5%
SNSR
27.7%
KNCT
66.2%
RACK
79.0%
WUGI
75.0%

Share of each fund's weight in S&P 500 companies. Above half, the fund is mostly the S&P 500.

One year total return, the 8 with a full year
DTCR
+16.5%not measured
UFOX
+24.2%not measured
NXTG
+38.9%+25.8 pts vs ACWI
IDGT
+26.4%not measured
SRVR
−8.8%−22.4 pts vs VOO
SNSR
+19.0%not measured
KNCT
+44.7%not measured
WUGI
+8.6%−5.0 pts vs VOO

Dark line: the S&P 500 over the same days, +13.5%. Last column: the gap to each fund's own benchmark, in points.

The 9 largest digital infrastructure ETFs

ETFIQ covers 9 digital infrastructure ETFs. The largest are DTCR ($2.1bn), UFOX ($819m) and NXTG ($544m); fees run 0.30% to 0.84%, as of .

  1. 1DTCR$2.1bn0.50%Global X Data Center & Digital Infrastructure ETF
  2. 2UFOX$819m0.30%Defiance Space and Connective Tech ETF
  3. 3NXTG$544m0.70%First Trust Indxx NextG ETF
  4. 4IDGT$500m0.37%iShares U.S. Digital Infrastructure and Real Estate ETF
  5. 5SRVR$287m0.49%Pacer Data & Infrastructure Real Estate ETF
  6. 6SNSR$206m0.68%Global X Internet of Things ETF
  7. 7KNCT$152m0.40%Invesco Next Gen Connectivity ETF
  8. 8RACK$68m0.50%VanEck Data Center Supply Chain ETF
  9. 9WUGI$31m0.84%AXS Esoterica NextG Economy ETF

Every digital infrastructure ETF, largest first

Click a column to sort
Net assets

Points (pts) are percentage points.

Digital infrastructure ETFs
TickerFundIssuerNet assets ↓In the S&P 500Active shareTotal return 1Yvs its benchmark 1YFee
DTCRGlobal X Data Center & Digital Infrastructure ETFGlobal X$2.1bn67.0%90.8%+16.5%not measured0.50%
UFOXDefiance Space and Connective Tech ETFDefiance$819m51.8%82.7%+24.2%not measured0.30%
NXTGFirst Trust Indxx NextG ETFFirst Trust$544m38.3%87.8%+38.9%+25.8 pts vs ACWI0.70%
IDGTiShares U.S. Digital Infrastructure and Real Estate ETFiShares$500m32.6%98.4%+26.4%not measured0.37%
SRVRPacer Data & Infrastructure Real Estate ETFPacer$287m62.5%98.5%−8.8%−22.4 pts vs VOO0.49%
SNSRGlobal X Internet of Things ETFGlobal X$206m27.7%97.7%+19.0%not measured0.68%
KNCTInvesco Next Gen Connectivity ETFInvesco$152m66.2%81.7%+44.7%not measured0.40%
RACKVanEck Data Center Supply Chain ETFVanEck$68m79.0%84.3%first traded 147 days ago·0.50%
WUGIAXS Esoterica NextG Economy ETFAXS$31m75.0%75.2%+8.6%−5.0 pts vs VOO0.84%
Digital infrastructure ETFs, as of Oct 27, 2026. Source: ETFIQ.DTCRUFOXNXTGIDGTSRVRSNSRKNCTRACKWUGI

How much of each pair is the same fund

The closest pair is DTCR and SRVR, which hold 50% of their weight in the same companies. The furthest apart is DTCR and SNSR at 0%. The middle pair of the 36 is 13%.

DTCRUFOXNXTGIDGTSRVRSNSRKNCTRACKWUGIDTCR
10%
18%
12%
50%
0%
23%
16%
21%
UFOX
10%
23%
25%
5%
9%
33%
21%
17%
NXTG
18%
23%
14%
7%
14%
27%
14%
11%
IDGT
12%
25%
14%
32%
5%
13%
6%
3%
SRVR
50%
5%
7%
32%
1%
3%
7%
1%
SNSR
0%
9%
14%
5%
1%
6%
5%
2%
KNCT
23%
33%
27%
13%
3%
6%
21%
31%
RACK
16%
21%
14%
6%
7%
5%
21%
30%
WUGI
21%
17%
11%
3%
1%
2%
31%
30%

Digital infrastructure ETFs, the share of each pair’s weight held in the same companies. Read across or down; the number is the same either way. Cells are shaded against the closest pair here, 50%. Source: each fund’s own filed or daily holdings, read by ETFIQ.

How to read the grid

Weight overlap adds the smaller of the two weights for every company both funds hold. Funds with a cut-short book are left out, not compared short.

What each fund holds alone

FundLargest holding only it hasWeightAll its own names
DTCRAPPLIED DIGITAL CORPORATION4.5%
5.7%
UFOXRocket Lab Corp RKLB2.0%
20.0%
NXTGHCL Technologies Limited HCLT.IS1.7%
30.7%
IDGTFASTLY CLASS A FSLY8.3%
9.5%
SRVRFermi Inc FRMI1.1%
18.7%
SNSRDEXCOM, INC.4.7%
48.4%
KNCTPalo Alto Networks Inc PANW3.5%
14.6%
RACKPublic Service Enterprise Group Inc4.0%
19.9%
WUGIAPPLIED MATERIALS INC AMAT5.8%
34.5%

Digital infrastructure ETFs, the largest holding no other fund in the grid holds. Source: ETFIQ.

Questions people ask

How many digital infrastructure ETFs are there?
ETFIQ covers 9 US listed digital infrastructure ETFs as of Oct 27, 2026. That is every one it can measure from the fund’s own published holdings.
What is the largest digital infrastructure ETF?
DTCR, Global X Data Center & Digital Infrastructure ETF, at $2.1bn in net assets as of Oct 12, 2026, the largest of the 9 digital infrastructure ETFs with a published size.
What is the cheapest digital infrastructure ETF?
UFOX, Defiance Space and Connective Tech ETF, at 0.30% a year by its prospectus filed Jun 30, 2026, the lowest fee of the 9 digital infrastructure ETFs that publish one.
Which digital infrastructure ETF has performed best over the past year?
KNCT, Invesco Next Gen Connectivity ETF, at +44.7% total return over the year to Oct 27, 2026, the highest of the 8 digital infrastructure ETFs with a full year of trading behind them. Past returns do not predict future ones.
What do digital infrastructure ETFs hold?
Funds that hold data centre owners, tower and fibre operators, and the 5G and connected device companies that use them. Between them the 9 digital infrastructure ETFs ETFIQ can read name 75 companies in their ten largest holdings, by holdings dated May 31, 2026 to Oct 26, 2026, most widely Apple Inc, which is among the ten largest of 3 of them.
Do digital infrastructure ETFs hold the same companies?
It depends which two. Across the 36 pairs of the 9 digital infrastructure ETFs with a full published book, by holdings dated May 31, 2026 to Oct 26, 2026, DTCR and SRVR hold 50% of their weight in the same companies, DTCR and SNSR hold 0%, and the middle pair holds 13%. Two funds sold on one theme are not the same fund.

What the issuers say about this theme

About these links

The issuers behind these digital infrastructure funds publish their own work on this theme. These are their pages and words, not ETFIQ’s. A fund company writing about a theme it sells is making a case.

Issuer material on this theme. Links leave ETFIQ. Source: each issuer’s own site.

Where to next
Sources and dates
Fund holdings from SEC Form N-PORT and from the issuers’ own daily filessec.gov ↗
SEC EDGAR, full-text search of fund filingsefts.sec.gov ↗
SEC Form N-PORT, what a fund filed it holdssec.gov ↗
Rule 19a-1, what a distribution notice must sayecfr.gov ↗

Links are sources, not endorsements. Standards and sources →

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Digital infrastructure and data centers ETFs, one-year total return to Oct 27, 2026: KNCT +44.7%, NXTG +38.9%, IDGT +26.4%, UFOX +24.2%, SNSR +19.0%, DTCR +16.5%, WUGI +8.6%, SRVR −8.8%.
<figure style="margin:0;max-width:640px">
<a href="https://etfiq.com/themes/digital-infra"><img src="https://etfiq.com/assistant/api/embed/theme/digital-infra.svg" alt="Digital infrastructure and data centers ETFs, one-year total return to Oct 27, 2026: KNCT +44.7%, NXTG +38.9%, IDGT +26.4%, UFOX +24.2%, SNSR +19.0%, DTCR +16.5%, WUGI +8.6%, SRVR −8.8%." width="640" style="max-width:100%;height:auto"></a>
<figcaption style="font:13px/1.5 sans-serif">Digital infrastructure and data centers ETFs, one-year total return to Oct 27, 2026: KNCT +44.7%, NXTG +38.9%, IDGT +26.4%, UFOX +24.2%, SNSR +19.0%, DTCR +16.5%, WUGI +8.6%, SRVR −8.8%. Data: <a href="https://etfiq.com/themes/digital-infra">ETFIQ</a></figcaption>
</figure>

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ETFIQ, Digital infrastructure ETFs, data as of Oct 27, 2026. https://etfiq.com/themes/digital-infra

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