Themes US Infrastructure ETF Price & Performance (HWAY)

The data center industry is booming as demand for digital infrastructure surges. Key players like Equinix and Digital Realty Trust are expanding operations to meet the needs of cloud computing, AI, and e-commerce. ETFs like SRVR and DTCR offer investors diversified exposure to this vital sector, which shows no signs of slowing.1

Nvidia's dominance in ETF holdings is sparking debates on overexposure. From ESG-focused funds to value-oriented ETFs, the chipmaker is a top holding across diverse strategies. Investors are urged to review their portfolios for unintentional concentration, especially as AI investment momentum faces scrutiny amid competition and supply chain challenges.2

The U.S. government, in collaboration with Oracle, OpenAI, and Nvidia, has launched a $100 billion AI infrastructure project called Stargate. This initiative aims to bolster domestic tech capabilities and national security, with plans for significant data center construction and investment in cutting-edge technologies over the next four years.3