Q: Can you please recommend an ETF that holds the major AI data Power centre stocks? and how have they generally performed and what are the major risks involved in investing?
5i Research Answer:
The two main options are DTCR and SIXG; both have done well, but DTCR has held some real estate companies related to the sector and this has limited gains versus SIXG (not that those companies are 'bad' just they have less upside potential as they are essentially landlords to the sector). The main risk is if valuations change and/or data centre spending slows down. This is certainly a risk, but not likely in the short term based on all the spending that is being announced. SIXG is up 44% in the past year. It