3 names are moving together; 67% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| DLR | Digital Realty Trust, Inc. | Real Estate | +2.9% | Group member |
| IRM | Iron Mountain Incorporated (Del | Real Estate | +3.3% | Group member |
| EQIX | Equinix, Inc. | Real Estate | +3.9% | Most structurally connected |
Cohort
3 namesParticipation
67% this sessionObserved history
1 daily buildsFiling coverage
3/3 memberscapital investment / capacity affecting expense
“During the year ended December 31, 2025, EMEA adjusted EBITDA increased by $183 million or 13% (12% on a constant currency basis), primarily due to higher revenues as a result of IBX data center expansion activity and organic growth and lower utilities costs, partially offset by lower revenues as a result of non-recurring services provided to our joint ventures, as described above.”
EQIX 10-K
credit / rates affecting interest expense
“The increase to interest expense driven by debt issuances was partially offset by the repayment of the 2.625% Senior Notes in the fourth quarter of 2024 and the 1.250% Senior Notes and 1.000% Senior Notes in the third quarter of 2025.”
EQIX 10-Q
capital investment / capacity
“During the year ended December 31, 2025, Americas adjusted EBITDA increased by $181 million or 11% (11% on a constant currency basis), primarily due to higher revenues as a result of IBX data center expansion activity and organic growth, partially offset by lower revenues as a result of non-recurring services provided to our joint ventures, as described above.”
EQIX 10-K
Data Center REITs can stay leader-led if secondary names fail to join while EQIX keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.