Nvidia is the easy answer, so I'll point to ASML instead. Its lithography machines are needed to make the chips, and the chips are the DNA of every data center.
I follow this as a firm believer that the technology will change the world. The risk is that the buildout overshoots, and the world simply doesn't need this much compute.
— Bartholomew Chupka Jr., October 6, 2026
| # | Ticker | Company | Score |
|---|---|---|---|
| 1 | NVDASemiconductors | NVIDIA Corporation | 86.5 |
| 2 | VRTElectrical Equipment & Parts | Vertiv Holdings Co | 74.1 |
| 3 | SMCIComputer Hardware | Super Micro Computer, Inc. | 72.0 |
| 4 | ANETComputer Hardware | Arista Networks, Inc. | 71.7 |
| 5 | LRCXSemiconductor Equipment & Materials | Lam Research Corporation | 62.6 |
| 6 | ASMLSemiconductor Equipment & Materials | ASML Holding N.V. | 59.8 |
| 7 | ETNSpecialty Industrial Machinery | Eaton Corporation plc | 54.6 |
| 8 | AMDSemiconductors | Advanced Micro Devices, Inc. | 49.3 |
| 9 | MODAuto Parts | Modine Manufacturing Company | 44.0 |
| 10 | CIENCommunication Equipment | Ciena Corporation | 43.9 |
| 11 | NBISInternet Content & Information | Nebius Group N.V. | 38.3 |
| 12 | CRWVSoftware - Infrastructure | CoreWeave, Inc. | 18.4 |
| 13 | APLDInformation Technology Services | Applied Digital Corporation | 18.1 |
The 13 members report under 10 different industries, which is exactly why no standard sector view groups them:
Average pillar scores across the 13 scored members, against every stock the model scores:
| Pillar | Data Centers | Market | Read |
|---|---|---|---|
| Quality | 62.2 | 57.7 | 4.5 above |
| Growth | 90.0 | 58.0 | 32.0 above |
| Value | 32.6 | 38.4 | 5.8 below |
Pillars run 0–100, and Value is judged against sector peers. A low Value reading means this group is expensive relative to what it earns, not that the businesses are weak.
Scores run evenly across the group, from NVDA at 86.5 down to APLD at 18.1, the median landing mid-pack at 54.6. A theme is a thesis, not a quality filter — membership says a company is exposed to Data Centers, and the score says what the model makes of the business.
Across the 10 Data Centers names with a reading, the median forward earnings estimate is rising — +5.5% over 90 days, ahead of the market (+0.5%). The split is one-sided: 9 of the 10 moving up against 1 down.
Estimates implied by price ÷ forward P/E, captured together each trading day since June 2026, and outside the Bull Rankings score. 10 of 14 members carry a reading; the rest have no forward P/E to imply one from, which is normal for loss-makers. How this is measured, across the market →
Compute is the new oil, and data centers are the infrastructure at the center of it all. The companies are hand-picked by Bartholomew Chupka Jr., the site's founder, from the stocks in our US coverage.
Each name is scored on the Bull Rankings quality-growth model — one 0–100 score blending business quality, growth, and valuation — the same score used everywhere on the site.
Across the 10 Data Centers names with a reading, the median forward earnings estimate is rising — +5.5% over 90 days, ahead of the market (+0.5%). The split is one-sided: 9 of the 10 moving up against 1 down. Estimates are implied by price divided by forward P/E, captured together each trading day so only a changed forecast moves the figure, and they sit outside the Bull Rankings score.
The universe is re-scored every trading day after the US market close, so the ranking reflects the latest fundamentals and prices.