Data Center REITs, Semiconductor Industry, Cloud Computing Growth Stocks
Discovery of 8 high-growth sectors with stocks under $30B market cap
Public
Discovered Sectors & Stocks
Data Center REITs
Estimated 15% - 20% CAGRData center real estate investment trusts that own and manage facilities that house servers and related infrastructure for AI and cloud computing applications.
Increasing demand for cloud services
Growth in AI applications
Digital transformation driving data center expansion
Stocks in this sector:
AMT
American Tower Corporation
72.0
Quality Score
Total Score
72.0
StockTwits
1 twits
Market Cap
$90.7B
Revenue Growth
0.0%
P/E Ratio
26.5
1M Change
-4.5%
Mobile data demand supporting tower infrastructure growth
CONE
CyrusOne Inc.
50.0
Quality Score
Total Score
50.0
StockTwits
0 twits
Market Cap
$11.9B
Revenue Growth
0.2%
P/E Ratio
333.3
Expanding footprint in key markets to meet demand
COR
CoreSite Realty Corporation
77.5
Quality Score
Total Score
77.5
StockTwits
1 twits
Market Cap
$57.9B
Revenue Growth
0.1%
P/E Ratio
17.1
1M Change
5.3%
Cloud adoption driving demand for data center services
DFT
DuPont Fabros Technology, Inc.
50.0
Quality Score
Total Score
50.0
StockTwits
0 twits
Hyper-scale cloud adoption driving demand for data centers
DLR
Digital Realty Trust
79.5
Quality Score
Total Score
79.5
StockTwits
0 twits
Market Cap
$59.7B
Revenue Growth
0.1%
P/E Ratio
108.7
1M Change
2.3%
Increasing data usage driving demand for data centers
DOC
Physicians Realty Trust
69.5
Quality Score
Total Score
69.5
StockTwits
0 twits
Market Cap
$13.0B
Revenue Growth
0.0%
P/E Ratio
77.5
1M Change
5.2%
Healthcare industry growth driving demand for medical office space
EQIX
Equinix, Inc.
75.5
Quality Score
Total Score
75.5
StockTwits
1 twits
Market Cap
$77.3B
Revenue Growth
0.1%
P/E Ratio
51.3
1M Change
0.5%
Continued demand for digital infrastructure
EXR
Extra Space Storage Inc.
55.0
Quality Score
Total Score
55.0
StockTwits
0 twits
Market Cap
$30.5B
Revenue Growth
0.0%
P/E Ratio
28.3
1M Change
-2.2%
Increasing demand for self-storage solutions
IIPR
Innovative Industrial Properties, Inc.
57.5
Quality Score
Total Score
57.5
StockTwits
0 twits
Market Cap
$1.5B
Revenue Growth
-0.2%
P/E Ratio
13.6
1M Change
-3.4%
Benefiting from the growth of the cannabis industry
INXN
InterXion Holding N.V.
50.0
Quality Score
Total Score
50.0
StockTwits
0 twits
Digital transformation driving demand for data center services
IRM
Iron Mountain Incorporated
74.5
Quality Score
Total Score
74.5
StockTwits
2 twits
Market Cap
$29.9B
Revenue Growth
0.1%
P/E Ratio
57.5
1M Change
10.3%
Increasing need for secure data storage solutions
LXP
Lexington Realty Trust
63.5
Quality Score
Total Score
63.5
StockTwits
0 twits
Market Cap
$2.7B
Revenue Growth
0.0%
1M Change
0.2%
Steady growth in single-tenant property demand
MGP
MGM Growth Properties LLC
50.0
Quality Score
Total Score
50.0
StockTwits
0 twits
Market Cap
$11.2B
Revenue Growth
0.0%
P/E Ratio
16.0
Resilience in the casino and entertainment industry
O
Realty Income Corporation
66.5
Quality Score
Total Score
66.5
StockTwits
1 twits
Market Cap
$54.8B
Revenue Growth
0.1%
P/E Ratio
36.9
1M Change
2.9%
Consistent income generation from diversified real estate portfolio
QTS
QTS Realty Trust, Inc.
50.0
Quality Score
Total Score
50.0
StockTwits
0 twits
Growing demand for hybrid IT infrastructure solutions
REXR
Rexford Industrial Realty, Inc.
63.5
Quality Score
Total Score
63.5
StockTwits
0 twits
Market Cap
$10.2B
Revenue Growth
0.1%
1M Change
0.6%
Supply chain shifts driving demand for infill industrial space
SBAC
SBA Communications Corporation
64.0
Quality Score
Total Score
64.0
StockTwits
0 twits
Market Cap
$21.0B
Revenue Growth
0.1%
P/E Ratio
19.9
1M Change
-5.1%
Growth in mobile data usage supporting tower demand
STAG
STAG Industrial, Inc.
57.5
Quality Score
Total Score
57.5
StockTwits
0 twits
Market Cap
$6.6B
Revenue Growth
0.1%
1M Change
-5.3%
E-commerce growth driving demand for industrial properties
UNIT
Uniti Group Inc.
58.5
Quality Score
Total Score
58.5
StockTwits
1 twits
Market Cap
$1.5B
Revenue Growth
0.0%
P/E Ratio
11.9
1M Change
-1.9%
Expanding fiber network to support data demand
Networking and Connectivity
Expected 10% - 15% CAGRProviders of networking hardware and solutions critical for data transmission within AI data centers.
5G network deployments
Rise of IoT devices
Demand for high-speed data transfer
Stocks in this sector:
AMKR
Amkor Technology
79.5
Quality Score
Total Score
79.5
StockTwits
3 twits
Market Cap
$7.2B
Revenue Growth
0.0%
P/E Ratio
18.9
1M Change
20.0%
Supporting chip connectivity needs with advanced packaging
AVNW
Aviat Networks
50.8
Quality Score
Total Score
48.8
StockTwits
0 twits
Market Cap
$0.3B
Revenue Growth
0.0%
P/E Ratio
9.9
1M Change
-2.0%
Critical infrastructure provider for communication networks
CAMP
CalAmp Corp.
31.8
Quality Score
Total Score
37.8
StockTwits
0 twits
Market Cap
$0.1B
1M Change
98.0%
Capturing opportunities in connected vehicle and IoT markets
CASA
Casa Systems
50.0
Quality Score
Total Score
50.0
StockTwits
0 twits
Market Cap
$0.0B
Revenue Growth
-0.1%
Enabling next-generation network architectures
COMM
CommScope Holding
62.3
Quality Score
Total Score
62.3
StockTwits
0 twits
Market Cap
$3.5B
Revenue Growth
0.3%
P/E Ratio
3.7
1M Change
-4.0%
Meeting demand for network connectivity solutions
CRNT
Ceragon Networks
56.8
Quality Score
Total Score
48.3
StockTwits
0 twits
Market Cap
$0.2B
Revenue Growth
-0.1%
P/E Ratio
10.7
1M Change
16.3%
Positioned to benefit from 5G network expansions
CRWD
CrowdStrike Holdings
77.0
Quality Score
Total Score
77.0
StockTwits
10 twits
Market Cap
$119.5B
Revenue Growth
0.2%
P/E Ratio
135.1
1M Change
14.4%
Rapidly growing market with strong product offering
EGHT
8x8 Inc.
46.8
Quality Score
Total Score
64.8
StockTwits
0 twits
Market Cap
$0.3B
Revenue Growth
0.2%
P/E Ratio
14.2
1M Change
13.4%
Shift towards cloud communications driving growth
FSLY
Fastly Inc.
65.8
Quality Score
Total Score
65.8
StockTwits
5 twits
Market Cap
$1.2B
Revenue Growth
0.1%
P/E Ratio
285.7
1M Change
10.9%
Benefiting from increasing internet traffic demands
HLIT
Harmonic Inc.
67.0
Quality Score
Total Score
67.0
StockTwits
0 twits
Market Cap
$1.1B
Revenue Growth
0.0%
P/E Ratio
19.2
1M Change
5.5%
Meeting demand for video streaming and content delivery
INSG
Inseego Corp.
62.5
Quality Score
Total Score
62.5
StockTwits
0 twits
Market Cap
$0.2B
Revenue Growth
-0.2%
P/E Ratio
22.7
1M Change
18.4%
Riding the wave of 5G adoption and IoT growth
LITE
Lumentum Holdings
74.8
Quality Score
Total Score
74.8
StockTwits
4 twits
Market Cap
$11.1B
Revenue Growth
0.6%
P/E Ratio
31.7
1M Change
20.5%
Strong demand for optical components in networking
MEI
Methode Electronics
52.3
Quality Score
Total Score
52.3
StockTwits
0 twits
Market Cap
$0.3B
Revenue Growth
-0.1%
P/E Ratio
10.2
1M Change
-0.9%
Innovative solutions for evolving connectivity needs
NET
Cloudflare
54.0
Quality Score
Total Score
54.0
StockTwits
9 twits
Market Cap
$76.0B
Revenue Growth
0.3%
P/E Ratio
185.2
1M Change
4.4%
Expanding product offerings in a growing market
NTNX
Nutanix Inc.
74.8
Quality Score
Total Score
74.8
StockTwits
0 twits
Market Cap
$20.6B
Revenue Growth
0.2%
P/E Ratio
40.0
1M Change
16.7%
Growing demand for hybrid cloud solutions
RBBN
Ribbon Communications
50.8
Quality Score
Total Score
59.8
StockTwits
0 twits
Market Cap
$0.7B
Revenue Growth
0.1%
1M Change
-7.4%
Providing integrated communications services for enterprises
UI
Ubiquiti Inc.
70.3
Quality Score
Total Score
70.3
StockTwits
1 twits
Market Cap
$39.0B
Revenue Growth
0.5%
P/E Ratio
50.0
1M Change
22.8%
Strong growth in networking hardware market
VIAV
Viavi Solutions
73.3
Quality Score
Total Score
73.3
StockTwits
5 twits
Market Cap
$2.7B
Revenue Growth
0.2%
P/E Ratio
19.8
1M Change
9.0%
Supporting network performance in evolving technologies
VSAT
ViaSat Inc.
54.3
Quality Score
Total Score
54.3
StockTwits
1 twits
Market Cap
$3.9B
Revenue Growth
0.0%
1M Change
-10.1%
Expanding reach in satellite-based connectivity solutions
ZS
Zscaler
77.0
Quality Score
Total Score
77.0
StockTwits
15 twits
Market Cap
$45.4B
Revenue Growth
0.2%
P/E Ratio
77.5
1M Change
7.3%
Benefiting from shift to cloud-based security solutions
Energy Efficiency Solutions
Estimated 10% - 15% CAGRProviders of sustainable energy solutions for AI data centers to enhance operational efficiency and reduce carbon footprint.
Green computing initiatives
Renewable energy adoption in data centers
Efforts to minimize energy consumption
Stocks in this sector:
AOSL
Alpha and Omega Semiconductor
56.0
Quality Score
Total Score
56.0
StockTwits
0 twits
Market Cap
$0.9B
Revenue Growth
0.4%
P/E Ratio
8.1
1M Change
-1.2%
Leader in power semiconductors for energy-efficient applications like EVs.
CREE
Cree, Inc.
50.0
Quality Score
Total Score
50.0
StockTwits
0 twits
Pioneering LED technology for energy-efficient lighting solutions.
ENPH
Enphase Energy, Inc.
62.3
Quality Score
Total Score
62.3
StockTwits
4 twits
Market Cap
$5.0B
Revenue Growth
0.2%
P/E Ratio
14.8
1M Change
-3.3%
Leading provider of microinverters for solar energy systems.
IIVI
II-VI Incorporated
50.0
Quality Score
Total Score
50.0
StockTwits
0 twits
Market Cap
$5.4B
Revenue Growth
0.5%
P/E Ratio
14.5
Innovator in photonics solutions for energy-efficient applications.
PLUG
Plug Power Inc.
31.8
Quality Score
Total Score
55.5
StockTwits
73 twits
Market Cap
$2.7B
Revenue Growth
0.2%
1M Change
50.2%
Pioneer in hydrogen fuel cell technology for clean energy applications.
RUN
Sunrun Inc.
65.3
Quality Score
Total Score
65.3
StockTwits
7 twits
Market Cap
$3.9B
Revenue Growth
0.1%
P/E Ratio
7.9
1M Change
9.7%
Leading provider of residential solar energy solutions with strong growth potential.
SEDG
SolarEdge Technologies, Inc.
72.3
Quality Score
Total Score
72.3
StockTwits
2 twits
Market Cap
$2.3B
Revenue Growth
0.1%
P/E Ratio
57.5
1M Change
15.8%
Innovative solar power optimization technology leader.
SUNW
Sunworks, Inc.
50.0
Quality Score
Total Score
50.0
StockTwits
0 twits
Market Cap
$0.0B
Revenue Growth
-0.3%
P/E Ratio
3.4
Specialist in commercial solar installations for sustainable energy solutions.
TER
Teradyne, Inc.
71.5
Quality Score
Total Score
71.5
StockTwits
2 twits
Market Cap
$21.2B
Revenue Growth
-0.1%
P/E Ratio
26.8
1M Change
14.5%
Leading provider of test solutions for energy-efficient products.
TPIC
TPI Composites, Inc.
50.0
Quality Score
Total Score
50.0
StockTwits
0 twits
Market Cap
$0.0B
Revenue Growth
-0.1%
P/E Ratio
18.5
1M Change
491.3%
Key supplier of wind turbine blades for renewable energy sector.
Storage Solutions
Expected 10% - 15% CAGRCompanies offering storage solutions for the massive amounts of data generated and processed in AI data centers.
Shift towards all-flash storage
Data archiving and backup services
Software-defined storage solutions
Stocks in this sector:
CRWD
CrowdStrike Holdings
77.0
Quality Score
Total Score
77.0
StockTwits
10 twits
Market Cap
$119.5B
Revenue Growth
0.2%
P/E Ratio
135.1
1M Change
14.4%
Leading in cloud security space
DDOG
Datadog Inc.
79.3
Quality Score
Total Score
79.3
StockTwits
6 twits
Market Cap
$47.6B
Revenue Growth
0.3%
P/E Ratio
61.0
1M Change
2.2%
Benefiting from cloud adoption trend
NTNX
Nutanix Inc.
74.8
Quality Score
Total Score
74.8
StockTwits
0 twits
Market Cap
$20.6B
Revenue Growth
0.2%
P/E Ratio
40.0
1M Change
16.7%
Driving digital transformation initiatives
OKTA
Okta Inc.
72.0
Quality Score
Total Score
72.0
StockTwits
2 twits
Market Cap
$16.1B
Revenue Growth
0.1%
P/E Ratio
28.4
1M Change
-1.4%
Identity security becoming critical
PSTG
Pure Storage Inc.
53.5
Quality Score
Total Score
53.5
StockTwits
0 twits
Market Cap
$27.4B
Revenue Growth
0.1%
P/E Ratio
44.2
1M Change
6.6%
Expanding into new markets successfully
SPLK
Splunk Inc.
50.0
Quality Score
Total Score
50.0
StockTwits
0 twits
Market Cap
$26.4B
Revenue Growth
0.2%
P/E Ratio
23.8
Data-driven decision-making trend
ZS
Zscaler Inc.
77.0
Quality Score
Total Score
77.0
StockTwits
15 twits
Market Cap
$45.4B
Revenue Growth
0.2%
P/E Ratio
77.5
1M Change
7.3%
Capitalizing on cybersecurity demand
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