The US-traded DTCR ETF is probably the best ETF to gain broad-based exposure to the new and rapidly evolving DC industry. DTCR holds a mix of real estate investment trusts (REITs) and technology-oriented infrastructure businesses — including big data centre operators like Equinix and Digital Realty, cellular tower owners, and select tech hardware providers — offering growth tied to the expansion of cloud computing and AI-driven data demand.
The ETF gives a strong alternative to the relatively small DC options available on the ASX, with 68% exposure to the US, 11% China, 12% Taiwan and Singapore and just 4% to ASX names. We like this billion-dollar ETF for investors who want to “set and forget” in this new industry – not our preferred method, but it has its merits.
- We can see the DTCR ETF making new highs in 2026, but the upside momentum has cooled in the short term.
