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Barchart
Barchart
Rob Isbitts

1 Smart Way to Play the Fading Data Center Trade

The iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) is one of those exchange-traded funds (ETFs) that I’ve come to appreciate as being a neat, niche fund. That’s a structural comment only. Because at this point in the market cycle, one which has seen IDGT play the role of major beneficiary of the “all in/we need compute power” trade, the chart looks like money is rushing for the exits.

More on that below, after I acquaint, or re-acquaint, you with this ETF, which is REIT-like in some of its top holdings. But not the type that pays much yield.

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