Digital Infrastructure Stocks
Top 10 of 25 IDGT holdings, updated
As of 12 October 2026, digital infrastructure stocks are trailing the S&P 500, over the past month and over the longer run. IDGT trails the S&P 500 by 0.9 points over one month and ranks #26 of 115 groups Zensei tracks. 13 of the 25 digital infrastructure stocks Zensei prices in IDGT beat the fund this month.
Where digital infrastructure stocks stand now
As of 12 October 2026, Digital Infrastructure (IDGT) ranks #26 of the 115 groups Zensei tracks by one-month return against the S&P 500. It is out of favor: it trails the S&P 500 on both rotation windows — 0.9 points behind over the past month and 4.0 points behind over the longer, time-shifted window. That is the Underperformers quadrant.
On the shorter tape, IDGT's momentum is weakening: the intraday trend that carried the move is cooling across the shorter windows. IDGT's relative-strength line has broken below its long-term average — the long-term outperformance trend is no longer intact. Both signals point the same direction here: the market is not rewarding this group on either horizon.
The exposure comes via iShares Digital Infrastructure ETF, whose 25 tracked holdings are led by Equinix Inc, American Tower Corp and Fastly Inc. Weighted by portfolio, the fund's holdings trade at roughly 25.1× earnings. The thing to watch from here is the one-month spread: underperformers only become interesting when the recent window turns positive first — until then, the market is voting elsewhere.
As of , these are the largest digital infrastructure stocks in IDGT by fund weight, and the strongest over the past month. Size and recent return are measurements, not recommendations.
Top digital infrastructure stocks by fund weight
Ranked by largest share of IDGT
- 1Equinix IncEQIX8.8%
- 2American Tower CorpAMT8.1%
- 3Fastly IncFSLY7.6%
- 4SBA Communications CorpSBAC6.6%
- 5Ciena CorpCIEN5.2%
Best digital infrastructure stocks this month
Ranked by one-month return, among the holdings Zensei prices
- 1Credo Technology Group Holding LtdCRDO+23.3%
- 2Netapp IncNTAP+20.3%
- 3A10 Networks IncATEN+16.1%
- 4Ciena CorpCIEN+15.8%
- 5Fastly IncFSLY+14.1%
Digital Infrastructure Stocks vs the S&P 500
Over the week to 12 October 2026, IDGT rose 2.3% while the S&P 500 rose 0.4%. The table compares IDGT and SPY (the S&P 500) over every window Zensei tracks. The spread is the difference: positive means IDGT won that window.
Prices as of · computed from daily adjusted closes · how we measure
Digital Infrastructure on the rotation map, against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window.
Are digital infrastructure stocks expensive?
The price-to-earnings ratio of IDGT as a whole: the total price of its holdings over their total earnings, weighted by share of the fund. Holdings that lose money are left out. Compare with every sector and theme: P/E ratio by sector.
IDGT holdings: the digital infrastructure stocks inside
This list covers all 25 digital infrastructure stocks in IDGT, heaviest first; the 10 largest show their returns where Zensei has a price. As of 12 October 2026, 13 of the 25 digital infrastructure stocks Zensei prices in IDGT beat the fund over the past month. 13 of them beat the S&P 500. The strongest is Credo Technology Group Holding Ltd (CRDO); the weakest is Uniti Group Inc (UNIT). Inside the fund, one or two outliers drive most of the move.
| # | Holding | Weight | 1M | 3M | vs fund 1M | Momentum | RS health |
|---|---|---|---|---|---|---|---|
| 1 | EQIXEquinix Inc | 8.8% | −0.5% | −0.2% | −1.7 pts | Weak | Broken |
| 2 | AMTAmerican Tower Corp | 8.1% | +3.8% | +8.9% | +2.5 pts | Accelerating | Strong |
| 3 | FSLYFastly Inc | 7.6% | +14.1% | +32.0% | +12.9 pts | Weak | Strong |
| 4 | SBACSBA Communications Corp | 6.6% | −0.6% | −0.8% | |||
| 5 | CIENCiena Corp | 5.2% | +15.8% | −9.1% | |||
| 6 | NTAPNetapp Inc | 5.1% | +20.3% | +46.2% | |||
| 7 | EXTRExtreme Networks Inc | 4.9% | +6.1% | −28.4% | |||
| 8 | CCICrown Castle Inc | 4.9% | +8.7% | +2.9% | |||
| 9 | UNITUniti Group Inc | 4.8% | −31.9% | −37.9% | |||
| 10 | SMCISuper Micro Computer | 4.7% | −0.3% | +44.5% |
All 25 IDGT holdings by weight: Equinix Inc (EQIX) 8.8%, American Tower Corp (AMT) 8.1%, Fastly Inc (FSLY) 7.6%, SBA Communications Corp (SBAC) 6.6%, Ciena Corp (CIEN) 5.2%, Netapp Inc (NTAP) 5.1%, Extreme Networks Inc (EXTR) 4.9%, Crown Castle Inc (CCI) 4.9%, Uniti Group Inc (UNIT) 4.8%, Super Micro Computer (SMCI) 4.7%, Arista Networks Inc (ANET) 4.7%, Nokia OYJ (NOK) 4.4%, CoreWeave (CRWV) 4.2%, Digital Realty Trust Inc (DLR) 4.2%, Cisco Systems Inc (CSCO) 4.1%, Qualcomm (QCOM) 3.7%, Credo Technology Group Holding Ltd (CRDO) 3.1%, Calix Inc (CALX) 2.9%, Vistance Networks Inc (VISN) 2.3%, A10 Networks Inc (ATEN) 2.1%, Telefonaktiebolaget L M Ericsson (ERIC) 1.9%, Adtran Holdings Inc (ADTN) 0.7%, Clearfield Inc (CLFD) 0.5%, Motorola Solutions Inc (MSI) 0.2%, Ubiquiti Inc (UI) 0.1%.
Digital Infrastructure stocks with their own page
Zensei publishes a page for 2 of the stocks in IDGT; each page shows the stock against the S&P 500 and its sector.
| Stock | Ticker | Weight in IDGT | 1M return |
|---|---|---|---|
| Super Micro Computer | SMCI | 4.7% | −0.3% |
| CoreWeave | CRWV | 4.2% | −9.8% |
Weight is the share of IDGT. 1M is the plain one-month return to the close of . All stock pages
Digital Infrastructure Stocks: common questions
Digital infrastructure stocks list: which stocks are in IDGT?
As of 12 October 2026, IDGT holds 25 digital infrastructure stocks, and this page lists all 25. The three largest by fund weight are Equinix Inc (EQIX, 8.8%), American Tower Corp (AMT, 8.1%) and Fastly Inc (FSLY, 7.6%). Each one shows its fund weight; the 10 largest also show their one-month and three-month returns where Zensei has a price.
What are the best digital infrastructure stocks this month?
As of 12 October 2026, ranked by one-month return, the three strongest digital infrastructure stocks in IDGT are Credo Technology Group Holding Ltd (CRDO, +23.3%), Netapp Inc (NTAP, +20.3%) and A10 Networks Inc (ATEN, +16.1%). This ranks past return only; it does not forecast the next month.
What are the top 3 digital infrastructure stocks?
As of 12 October 2026, the three largest digital infrastructure stocks in IDGT by fund weight are Equinix Inc (EQIX, 8.8%), American Tower Corp (AMT, 8.1%) and Fastly Inc (FSLY, 7.6%). Fund weight shows size inside the fund, not a recommendation.
Which digital infrastructure stocks are beating the sector?
As of 12 October 2026, 13 of the 25 digital infrastructure stocks Zensei prices in IDGT beat the fund over the past month. The strongest over the past month is Credo Technology Group Holding Ltd (CRDO). The table above shows the largest holdings with their weights and returns.
Which ETF holds digital infrastructure stocks?
Several ETFs hold digital infrastructure stocks. Zensei tracks the group through IDGT, the iShares Digital Infrastructure ETF. As of 12 October 2026, its published holdings list 25 digital infrastructure stocks, and the 10 largest make up 60.7% of the fund.
Are digital infrastructure stocks outperforming the S&P 500?
No. As of 12 October 2026, IDGT trails the S&P 500 by 0.9 points over the past month.
What is IDGT?
IDGT is iShares Digital Infrastructure ETF. Zensei uses it to measure digital infrastructure stocks against the S&P 500 (SPY).
What stocks does IDGT own?
As of 12 October 2026, the largest of the 25 positions Zensei tracks in IDGT are Equinix Inc, American Tower Corp, Fastly Inc, SBA Communications Corp, Ciena Corp. Each position measured against the fund, with momentum and relative strength, is part of Zensei Premium.
What quadrant is digital infrastructure in right now?
As of 12 October 2026, digital infrastructure is in the Underperformers quadrant — trailing the S&P 500 on both windows. The Zensei methodology page explains the quadrants.
Recent changes
- ·Gaining ground → trailing the market
- ·First tracked: gaining ground
Related sectors
Track digital infrastructure against the whole market
Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.
Compare all sectors: Sector heat map · Sector P/E ratios