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Research/Infrastructure / Data Centers ETF Theme Comparison/Infrastructure / Data CentersData 2026-09-02
Infrastructure / Data Centers ETF Theme Comparison - aeoae

Infrastructure / Data Centers ETF Overview

This group currently tracks 6 ETFs, with average boundary fit 27.8% and average structure score 0.28.

Risk ReleaseSECTOR PHASE

Infrastructure / Data Centers still has a high share of weak or defensive members. Wait for that pressure to ease before treating rebounds as a full group turn.

Use this page as a filter, then verify single-ETF detail pages.

Participation
0.0%
Breakout Share
0.0%
Average Fit
27.8%

RACETheme Race

ETF cumulative returns over 60 days.
RACE · 60D--
--

01Group Overview

Start with size, participation, breakout depth and current fit.
Tracked ETFs
6
Current snapshot
L3+
0
0.0%
Watch List
0
Middle structure
Defense Zone
6
100.0%

02Group Conclusion

Conclusion first, evidence second, ETF data third.
Main Trend
Risk Release

Infrastructure / Data Centers still has a high share of weak or defensive members. Wait for that pressure to ease before treating rebounds as a full group turn.

Direction
0.0%

Participation · Breakout Share 0.0% · Average Fit 27.8%

Action Bias
0.07

Start with higher-ranked ETFs, then verify boundary details.

03Peer Group Comparison

Compare adjacent groups on one scale.
GroupParticipationBreakoutTrend ScoreStructure FitStage
Broad Commodities90.0%90.0%0.8774.7%Mainline Expansion
Oil & Gas / Energy92.0%88.0%0.8472.9%Mainline Expansion
Biotech / Genomics75.0%50.0%0.6158.6%Mainline Expansion
Emerging Markets81.0%48.0%0.5764.5%Mainline Expansion
Agriculture / Water Resources60.0%60.0%0.5658.3%Mainline Expansion
Health Care Composite82.0%27.0%0.5457.9%Leader-Led
India100.0%0.0%0.5160.7%Leader-Led
Greater China50.0%20.0%0.4349.7%Leader-Led

04ETF Ranking and Selection

Answer which ETF deserves attention first.

05Theme Structure

Separate breadth, breakout, defense and fit.
Participation
0.0%
Breakout Share
0.0%
Defense
100.0%
Average Fit
27.8%
Score
7.5%

06ETF Comparison Module

Each ETF shows trend, stage, room, fit and ranking reason.
TickerNameTrendStageTarget RoomHistorical FitRankWhy Leading
BKGIBny Mellon Global Infrastructure…strong bearish zoneL3-L42.8%61.9%1/6Top-three group rank, priority watch candidate
GIIState Street SPDR S&P Global Infr…strong bearish zoneL3-L43.8%64.7%2/6Top-three group rank, priority watch candidate
DTCRGlobal X Data Center & Digital In…strong bearish zoneL1-8.0%60.5%3/6Top-three group rank, priority watch candidate
IGFiShares Global Infrastructure ETFstrong bearish zoneL2-L33.6%61.5%4/6Currently in L2-L3, useful peer benchmark
IFRAiShares U.S. Infrastructure ETFstrong bearish zoneL2-L37.8%65.8%5/6Boundary fit 65.8%, stronger review quality
PAVEGlobal X U.S. Infrastructure Deve…strong bearish zoneL1-L29.7%62.5%6/6Currently in L1-L2, useful peer benchmark

07ETF Lanes

Narrow the group before opening ETF details.

08What This Page Answers

Three frequent questions with direct answers.
Is Infrastructure / Data Centers strong now?

Infrastructure / Data Centers is currently in Risk Release; participation is 0.0% and breakout share is 0.0%.

Which Infrastructure / Data Centers ETF should be checked first?

Start with the first ranking card, then verify boundaries, review history and liquidity on the detail page.

What should I do next?

Open a single ETF detail page and verify Daily Review, boundary prices, holdings, liquidity and fees.

1

Read rotation first

Use the rotation radar to place this group in the broader market.

Open Rotation Radar ->
2

Then check ranking

Open the higher-ranked ETF detail first.

Open Top ETF ->
3

Cross-check peers

If the group is weak, compare peers to see where strength is moving.

Back to Research ->

09Group Distribution

Trend and boundary distribution clarify structure quickly.

Trend Distribution

100.0%
Bullish
100.0%
6

Boundary Distribution

33.3%16.7%33.3%16.7%
L3-L4
33.3%
2
L1-
16.7%
1
L2-L3
33.3%
2
L1-L2
16.7%
1

10Difference Reading

Conclusion, evidence and boundary note.
Insight
  • Conclusion - Infrastructure / Data Centers still has a high share of weak or defensive members. Wait for that pressure to ease before treating rebounds as a full group turn.
  • Evidence - Participation 0.0% · Breakout Share 0.0% · Average Fit 27.8%
  • Boundary - Compare leaders and laggards instead of treating the whole group as one state.

11ETF Comparison

Compare on one basis instead of reading one-day moves only.
TickerNameTrendZoneLinesStructure FitReviewScore
BKGIBny Mellon Global Infrastructure…strong bearish zoneL3-L4061.9%0.0%0.29
GIIState Street SPDR S&P Global Infr…strong bearish zoneL3-L4064.7%0.0%0.28
DTCRGlobal X Data Center & Digital In…strong bearish zoneL1-060.5%0.0%0.27
IGFiShares Global Infrastructure ETFstrong bearish zoneL2-L3061.5%0.0%0.26
IFRAiShares U.S. Infrastructure ETFstrong bearish zoneL2-L3065.8%0.0%0.25
PAVEGlobal X U.S. Infrastructure Deve…strong bearish zoneL1-L2062.5%0.0%0.23

1212-Session Cross-Section Comparison

Compare each ETF over the recent 12-session cross-section by trend, boundary, fit and review state.
Position Layer
Average vs L3 -2.2%

Shows whether the group is only crossing the midline or already stretched far from L3.

Buffer Layer
Average vs L1 -0.7%

Shows how much buffer remains above L1, which helps separate repair from stability.

Fit Layer
Average Boundary60 32.6

Shows the average historical boundary review score, a quick read on evidence quality.

TickerNameTrendLinesZoneStructure FitReviewvs L3vs L1L4 StateSamples
BKGIBny Mellon Global Infrastructure…strong bearish zone0L3-L461.9%75.0%-1.1%-0.2%below trigger60
GIIState Street SPDR S&P Global Infr…strong bearish zone0L3-L464.7%75.0%-1.6%-0.5%below trigger60
DTCRGlobal X Data Center & Digital In…strong bearish zone0L1-60.5%66.7%-3.4%-0.7%below trigger60
IGFiShares Global Infrastructure ETFstrong bearish zone0L2-L361.5%75.0%-1.5%-0.5%below trigger60
IFRAiShares U.S. Infrastructure ETFstrong bearish zone0L2-L365.8%80.0%-2.2%-0.9%below trigger60
PAVEGlobal X U.S. Infrastructure Deve…strong bearish zone0L1-L262.5%100.0%-3.3%-1.3%below trigger60

13Historical Review Frame

Combine phase-target replay, reach efficiency and boundary review in one table.
Current Phase
Average samples 4

Shows how many historical phase samples this group can replay against.

Phase Review
15/30D 3.3% / 37.2%

Shows how often targets were reached in shorter windows, a read on near-term efficiency.

Boundary Review
60D 78.6% · avg 36.1 days

Combines 60D reach rate and average days to target, a read on completion speed.

TickerNameReview SamplesHit RateAvg DaysL4 15DL4 30DL4 60DStabilityBoundary 20Boundary 60
BKGIBny Mellon Global Infrastructure…475.0%31.30.0%50.0%75.0%moderate28.828.7
GIIState Street SPDR S&P Global Infr…475.0%33.00.0%50.0%75.0%moderate35.437.1
DTCRGlobal X Data Center & Digital In…366.7%34.50.0%33.3%66.7%lower confidence31.229.7
IGFiShares Global Infrastructure ETF475.0%40.70.0%25.0%75.0%moderate37.834.3
IFRAiShares U.S. Infrastructure ETF580.0%34.220.0%40.0%80.0%moderate28.931.9
PAVEGlobal X U.S. Infrastructure Deve…4100.0%43.00.0%25.0%100.0%lower confidence35.233.9

14Boundary Position Table

Compare close with L2/L3/L4 and read the current boundary zone.
TickerNameCloseL2L3L4Position
BKGIBny Mellon Global Infrastructure…44.1644.4444.6645.17L3-L4
GIIState Street SPDR S&P Global Infr…73.6374.3074.8175.83L3-L4
DTCRGlobal X Data Center & Digital In…27.4427.9928.4029.21L1-
IGFiShares Global Infrastructure ETF64.7865.3865.8066.63L2-L3
IFRAiShares U.S. Infrastructure ETF58.6359.4459.9561.21L2-L3
PAVEGlobal X U.S. Infrastructure Deve…54.2855.4356.1357.86L1-L2

15Research Caliber

Grouping source, comparison order and interpretation boundary.
Grouping Source

Members follow the same grouping used by the rotation radar, so this page is rebuilt as data updates.

Reading Order

Read group breadth and distribution first, then ETF lanes, boundary position and historical fit.

Interpretation Boundary

The page explains relative structure inside the group; it does not replace official disclosures or suitability checks.

Risk Note - Risk note: group strength changes quickly. Verify official disclosures, liquidity and suitability independently.