"SRVR tracks the Solactive GPR Data & Infrastructure Real Estate Index, targeting companies that generate revenue from data and technology infrastructure real estate, with a portfolio 59.1% in real estate."
"American Tower's data center segment generated $281 million in Q4 2025 revenue, up 19% year-over-year, driven by increasing hybrid-cloud and AI-related workloads."
The Pacer Data & Infrastructure Real Estate ETF (SRVR) focuses on companies generating revenue from data and technology infrastructure real estate. Its portfolio is primarily composed of data center REITs and cell tower operators, with major holdings in Equinix, Digital Realty Trust, and American Tower. The fund benefits from increasing demand for AI infrastructure, as it collects rent from hyperscalers and carriers. American Tower reported significant revenue growth driven by AI workloads, while AT&T supports the investment thesis from the carrier perspective.
Read at 24/7 Wall St.
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