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Trailing the market and digital infrastructure stocks

CoreWeave (CRWV) stock vs the S&P 500 and digital infrastructure stocks

As of 12 October 2026, CoreWeave (CRWV) is trailing both the S&P 500 and digital infrastructure stocks as a group (IDGT) over the past three months.

Prices as of Last update : Beating the market and digital infrastructure stocks → trailing the market and digital infrastructure stocks
CRWV 1M
−9.8%
S&P 500 1M
+2.1%
Funds that hold it
6
Weight in IDGT
4.2%

Where CoreWeave stands now

As of 12 October 2026, CoreWeave is behind the S&P 500 on every window Zensei tracks, from one month to one year. The market has preferred other stocks for some time.

Inside its group, CRWV lags: it is behind digital infrastructure stocks (IDGT) over both the past month and three months. As a group, digital infrastructure stocks are trailing the S&P 500 right now. Stock and group are both under pressure.

CoreWeave is 4.2% of IDGT, so its moves weigh on the fund. It sits in 6 of the sector and theme funds Zensei tracks. The thing to watch is the past month: a turn against the market usually shows there first.

CoreWeave peers in digital infrastructure stocks

The largest other holdings of iShares Digital Infrastructure ETF (IDGT), by weight in the fund, with their plain return over the past month. They share the fund with the stock. They are not always direct business competitors.

Stock
Weight
1M
EQIXEquinix Inc
8.8%−0.5%
AMTAmerican Tower Corp
8.1%+3.8%
FSLYFastly Inc
7.6%+14.1%
SBACSBA Communications Corp
6.6%−0.6%
CIENCiena Corp
5.2%+15.8%
NTAPNetapp Inc
5.1%+20.3%
EXTRExtreme Networks Inc
4.9%+6.1%
CCICrown Castle Inc
4.9%+8.7%
Each stock measured against the sector, with momentum and relative strengthUnlock with Premium

Is CoreWeave in the S&P 500?

No

As of 12 October 2026, CoreWeave is not in the S&P 500. Zensei groups it with digital infrastructure stocks (IDGT), where it has 4.2% weight.

None of the 11 S&P 500 sector funds holds it. See Digital Infrastructure Stocks (IDGT)

CoreWeave ETF: the funds that hold CRWV

6 funds that Zensei tracks hold CRWV. The main sector is the fund Zensei groups it with. The other funds follow by weight.

Fund
Weight
IDGTDigital Infrastructure StocksMain sector
iShares Digital Infrastructure ETF
4.2%
SKYYCloud Stocks
First Trust Cloud Computing ETF
3.0%
FMETMetaverse Stocks
Fidelity Metaverse ETF
2.6%
FDNInternet Stocks
First Trust Dow Jones Internet Index Fund
1.1%
BUZZSocial Sentiment Stocks
VanEck Social Sentiment ETF
1.1%
KNCT5G Stocks
Alger Mid Cap 40 ETF
0.37%

CRWV stock performance: 1-month, 3-month and 1-year vs the S&P 500

CoreWeave and the S&P 500 (SPY) side by side, over each window Zensei tracks.

Window
CRWV
S&P 500
1 week−8.2%+0.4%
2 weeks−8.4%+0.9%
1 month−9.8%+2.1%
3 months−3.7%+4.1%
6 months−31.5%+12.6%
1 year−42.0%+20.4%

Prices as of · computed from daily adjusted closes · how we measure

Zensei Edge

CRWV against digital infrastructure stocks, in depth

See the size of the gap between CoreWeave and digital infrastructure stocks (IDGT) over every window, its momentum and its relative strength, and where it sits among digital infrastructure stocks.

See the full analysis

CoreWeave stock: common questions

Which stocks are CoreWeave's peers?

As of 12 October 2026, the largest other holdings of iShares Digital Infrastructure ETF (IDGT) by weight are Equinix Inc (EQIX), American Tower Corp (AMT), Fastly Inc (FSLY), SBA Communications Corp (SBAC), Ciena Corp (CIEN). They share the fund with CoreWeave. They are fund peers among digital infrastructure stocks, not always direct business competitors.

Which ETFs hold CoreWeave?

As of 12 October 2026, 6 funds that Zensei tracks hold CRWV. Zensei groups it with digital infrastructure stocks in iShares Digital Infrastructure ETF (IDGT), where its weight is 4.2%. It is also in First Trust Cloud Computing ETF (SKYY, 3.0%), Fidelity Metaverse ETF (FMET, 2.6%), First Trust Dow Jones Internet Index Fund (FDN, 1.1%), VanEck Social Sentiment ETF (BUZZ, 1.1%), Alger Mid Cap 40 ETF (KNCT, 0.4%).

Is CoreWeave in the S&P 500?

As of 12 October 2026, CoreWeave is not in the S&P 500. Zensei groups it with digital infrastructure stocks (IDGT), where it has 4.2% weight.

What sector is CoreWeave in?

As of 12 October 2026, Zensei groups CoreWeave with digital infrastructure stocks (IDGT, its primary fund). It is also in cloud stocks (SKYY), metaverse stocks (FMET), internet stocks (FDN) and social sentiment stocks (BUZZ).

Is CoreWeave stock beating the S&P 500?

As of 12 October 2026, CoreWeave (CRWV) is down 9.8% over the past month. The S&P 500 is up 2.1% over the same month. Over three months, the stock is down 3.7% and the S&P 500 is up 4.1%.

Is CoreWeave doing better than other digital infrastructure stocks?

As of 12 October 2026, CoreWeave (CRWV) is behind digital infrastructure stocks as a group (IDGT) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.

Recent changes

  1. ·Beating the market and digital infrastructure stocks → trailing the market and digital infrastructure stocks
  2. ·Beating digital infrastructure stocks, trailing the market → beating the market and digital infrastructure stocks
  3. ·Trailing the market and digital infrastructure stocks → beating digital infrastructure stocks, trailing the market
  4. ·Beating the market and digital infrastructure stocks → trailing the market and digital infrastructure stocks
  5. ·First tracked: beating the market and digital infrastructure stocks

Track CoreWeave against digital infrastructure stocks and the market

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