Companies in Datacenter REITs & Colocation
13 active companies tracked.
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Aligned
Hyperscale-tier colocation operator with 548 MW capacity, focused on AI-ready data centers.
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Aligned Data Centers
Liquid-cooled hyperscale build prime. Adiabatic + immersion deployments at scale. Macquarie-backed. Energy-efficiency narrative differentiator vs traditional REIT colo.
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Compass Datacenters
Build-to-suit hyperscaler datacenters. Brookfield + Ontario Teachers backed. Single-tenant 50-200 MW campuses; tracked in any "who is building for hyperscaler X" question.
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CoreSite
Major U.S. colocation operator, acquired by Equinix in 2021 and folded into its global platform.
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CyrusOne
Colocation and interconnection specialist, now part of Digital Realty Trust after 2021 acquisition.
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Digital Realty
Largest colo REIT by footprint. PlatformDIGITAL fabric ties multi-tenant + hyperscaler power-shell builds. Pre-leased pipeline a tracked watch-point for AI demand visibility.
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Digital Realty Trust
Global leader in data center REITs with 300+ facilities, serving hyperscale and enterprise customers across all major regions.
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Equinix
Interconnection-dense colo prime. xScale joint venture for hyperscale build. Higher revenue-per-MW vs Digital Realty due to interconnect mix.
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Iron Mountain
Records-management pivot to datacenter REIT. Frankfurt / Virginia / Phoenix datacenter campuses. Hyperscaler-class pipeline disclosed; underweight vs DLR / EQIX but growing fastest.
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QTS
Colocation and hyperscaler campus builder, taken private by Blackstone.
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Stack Infrastructure
DigitalBridge-owned hyperscale builder; APAC + EMEA + Americas footprint. Pre-power-secured land bank the operational moat.
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Switch
High-performance colocation data center operator with a mixed real estate/tech model.
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Vantage Data Centers
Global colocation operator with 314 MW capacity, serving hyperscalers and enterprises across Europe and North America.