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Research/Infrastructure / Data Centers ETF Theme Comparison/Infrastructure / Data CentersData 2026-07-14
Infrastructure / Data Centers ETF Theme Comparison - aeoae

Infrastructure / Data Centers ETF Overview

This group currently tracks 6 ETFs, with average boundary fit 52.7% and average structure score 0.53.

Leader-LedSECTOR PHASE

Infrastructure / Data Centers is being pulled by a few stronger leaders, while the rest of the group has not confirmed yet. Separate leader strength from broad group strength.

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

Participation
50.0%
Breakout Share
0.0%
Average Fit
52.7%

01Group Overview

Start with size, participation, breakout depth and current fit.
Tracked ETFs
6
Current snapshot
L3+
3
50.0%
Watch List
1
Middle structure
Defense Zone
2
33.0%

02Group Conclusion

Conclusion first, evidence second, ETF data third.
Main Trend
Leader-Led

Infrastructure / Data Centers is being pulled by a few stronger leaders, while the rest of the group has not confirmed yet. Separate leader strength from broad group strength.

Direction
50.0%

Participation · Breakout Share 0.0% · Average Fit 52.7%

Action Bias
0.34

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

03Peer Group Comparison

Compare adjacent groups on one scale.
GroupParticipationBreakoutTrend ScoreStructure FitStage
Cybersecurity100.0%100.0%0.9474.3%Mainline Expansion
Broad Commodities90.0%30.0%0.6075.2%Mainline Expansion
Oil & Gas / Energy92.0%29.0%0.5868.0%Mainline Expansion
Cloud / Software / Internet83.0%33.0%0.5658.9%Mainline Expansion
Utilities100.0%0.0%0.5058.3%Leader-Led
Agriculture / Water Resources60.0%60.0%0.5062.5%Mainline Expansion
Russell 100083.0%17.0%0.4958.2%Leader-Led
Financials / Banks64.0%32.0%0.4758.1%Mainline Expansion

04ETF Ranking and Selection

Answer which ETF deserves attention first.

05Theme Structure

Separate breadth, breakout, defense and fit.
Participation
50.0%
Breakout Share
0.0%
Defense
33.0%
Average Fit
52.7%
Score
34.4%

06ETF Comparison Module

Each ETF shows trend, stage, room, fit and ranking reason.
TickerNameTrendStageTarget RoomHistorical FitRankWhy Leading
BKGIBny Mellon Global Infrastructure Income ETFbullish-leaning structureL2-L3--54.6%1/6Above L3 by 0.7%, stronger group position
GIIState Street SPDR S&P Global Infrastructure ETFstrong bullish structureL4+--91.7%2/6Above L4, strongest breakout confirmation
IGFiShares Global Infrastructure ETFneutral structureL1-L2--28.7%3/6Top-three group rank, priority watch candidate
IFRAiShares U.S. Infrastructure ETFbearish-leaning structureL1---48.1%4/6Currently in L1-, useful peer benchmark
PAVEGlobal X U.S. Infrastructure Development ETFstrong bearish structureL1---65.7%5/6Boundary fit 65.7%, stronger review quality
DTCRGlobal X Data Center & Digital Infrastructure ETFbullish-leaning structureL1-L2--54.2%6/6Above L3 by 0.5%, stronger group position

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 Leader-Led; participation is 50.0% 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

50.0%16.7%33.3%
Bullish
50.0%
3
Neutral
16.7%
1
Bearish
33.3%
2

Boundary Distribution

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

10Difference Reading

Conclusion, evidence and boundary note.
Insight
  • Conclusion - Infrastructure / Data Centers is being pulled by a few stronger leaders, while the rest of the group has not confirmed yet. Separate leader strength from broad group strength.
  • Evidence - Participation 50.0% · Breakout Share 0.0% · Average Fit 52.7%
  • Boundary - Compare leaders and laggards instead of treating the whole group as one state.

11ETF Comparison Matrix

Compare on one basis instead of reading one-day moves only.
TickerNameTrendZoneLinesStructure FitReviewScore
BKGIBny Mellon Global Infrastructure Income ETFbullish-leaning structureL2-L3354.6%0.0%0.69
GIIState Street SPDR S&P Global Infrastructure ETFstrong bullish structureL4+491.7%0.0%0.67
IGFiShares Global Infrastructure ETFneutral structureL1-L2228.7%0.0%0.66
IFRAiShares U.S. Infrastructure ETFbearish-leaning structureL1-148.1%0.0%0.50
PAVEGlobal X U.S. Infrastructure Development ETFstrong bearish structureL1-065.7%0.0%0.34
DTCRGlobal X Data Center & Digital Infrastructure ETFbullish-leaning structureL1-L2354.2%0.0%0.26

1212-D Reading Frame

Read position, buffer and fit layers before the full table.
Position Layer
Average vs L3 -0.1%

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

Buffer Layer
Average vs L1 3.1%

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

Fit Layer
Average Boundary60 33.7

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

TickerNameTrendLinesZoneStructure FitReviewvs L3vs L1L4 StateSamples
BKGIBny Mellon Global Infrastructure Income ETFbullish-leaning structure3L2-L354.6%--0.7%3.3%below trigger60
GIIState Street SPDR S&P Global Infrastructure ETFstrong bullish structure4L4+91.7%--2.3%8.3%confirmed_breakout60
IGFiShares Global Infrastructure ETFneutral structure2L1-L228.7%---0.0%1.7%below trigger60
IFRAiShares U.S. Infrastructure ETFbearish-leaning structure1L1-48.1%100.0%-1.5%0.6%below trigger60
PAVEGlobal X U.S. Infrastructure Development ETFstrong bearish structure0L1-65.7%100.0%-2.8%-0.1%below trigger60
DTCRGlobal X Data Center & Digital Infrastructure ETFbullish-leaning structure3L1-L254.2%100.0%0.5%4.9%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 0.0% / 33.3%

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

Boundary Review
60D 100.0% · avg 33.3 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 Income ETF6----------lower confidence21.935.0
GIIState Street SPDR S&P Global Infrastructure ETF6----------moderate35.435.8
IGFiShares Global Infrastructure ETF6----------moderate30.735.7
IFRAiShares U.S. Infrastructure ETF1100.0%26.00.0%100.0%100.0%moderate33.535.1
PAVEGlobal X U.S. Infrastructure Development ETF1100.0%43.00.0%0.0%100.0%moderate33.633.0
DTCRGlobal X Data Center & Digital Infrastructure ETF1100.0%31.00.0%0.0%100.0%lower confidence25.027.9

14Boundary Position Table

Compare close with L2/L3/L4 and read the current boundary zone.
TickerNameCloseL2L3L4Position
BKGIBny Mellon Global Infrastructure Income ETF46.5145.8446.2046.58L2-L3
GIIState Street SPDR S&P Global Infrastructure ETF76.6073.5674.9176.11L4+
IGFiShares Global Infrastructure ETF67.4967.1367.5268.42L1-L2
IFRAiShares U.S. Infrastructure ETF60.5060.8361.4262.78L1-
PAVEGlobal X U.S. Infrastructure Development ETF54.5455.3756.1057.92L1-
DTCRGlobal X Data Center & Digital Infrastructure ETF30.5530.0130.4031.10L1-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.