Curated basketCooling

AI & Data Centre

IT majors, GPU and data-centre infrastructure and analytics names with the clearest AI tailwind.

10 companies
₹20.57L cr combined market capAs of 18 Aug 2026

This is an editorial list, not an index. No thematic index exists for us to source membership from, so the companies below were chosen by hand — treat the basket as a starting point for research rather than a definitive universe.

Returns

Cap-weighted with a 12% ceiling per company
Basis1D1W1M3M6M1Y
Cap-weighted-1.4%-2.4%+7.9%+10.4%-0.7%-0.7%
Equal-weighted-1.4%-1.5%+8.3%+10.8%-0.2%-3.2%
vs universe+6.1pp+2.9pp-6.8pp

Why this label

Classified Cooling because it was ahead over 3 months, but the 1-month lead has gone or short-term breadth has dropped below 45%. Relative strength is measured against DocStoX universe (5,289 companies).

1M vs universe
+6.1pp
3M vs universe
+2.9pp
6M vs universe
-6.8pp
Above 200-DMA
40%
Above 50-DMA
80%
Acceleration
+3.2pp

These are the exact figures the nightly classifier read — not a recalculation in your browser. A dash means the input could not be computed, in which case no label is assigned at all.

Breadth

10 of 10 eligible
Above 200-day average40%
Above 50-day average80%
Median RSI
51.4
Oversold
0
RSI below 30
Overbought
0
RSI above 70

These percentages are of the 10 members that carry moving-average history, not all 10. Members without enough price history are excluded from both the numerator and the denominator.

Valuation

Medians, not averages — one loss-making outlier cannot drag the whole theme.

Median P/E
28.2
from 10 companies
Median ROE
23.7%
from 10 companies

Each median names the number of companies behind it. Companies without a reported figure are excluded from that median rather than counted as zero.

Leaders & laggards

All 10 companies

A dash means we have no figure — not a zero
Companies in the AI & Data Centre theme, with weight, market cap, price, returns and valuation.
TATA CONSULTANCY SERV LTTCS+0.5%
INFOSYS LIMITEDINFY+1.7%
HCL TECHNOLOGIES LTDHCLTECH+7.8%
WIPRO LTDWIPRO+1.2%
PERSISTENT SYSTEMS LTDPERSISTENT+5.0%
COFORGE LIMITEDCOFORGE+17.5%
NETWEB TECH INDIA LTDNETWEB+26.2%
KAYNES TECHNOLOGY IND LTDKAYNES+7.6%
TATA ELXSI LIMITEDTATAELXSI+4.5%
HAPPIEST MINDS TECHNO LTDHAPPSTMNDS+10.6%

AI & Data Centre stocks — frequently asked

How many AI & Data Centre stocks are listed in India?
DocStoX tracks 10 listed AI & Data Centre companies across NSE and BSE, selected as a curated basket rather than from an index.
How have AI & Data Centre stocks performed over the last 3 months?
The AI & Data Centre theme returned +10.4% over three months on a market-cap-weighted basis (each company capped at 12%), measured against DocStoX universe (5,289 companies).
Are AI & Data Centre stocks trending?
DocStoX currently labels this theme "Cooling", based on its 1-month and 3-month relative strength and the share of members above their 200-day and 50-day moving averages. This is a data classification, not investment advice.
Which AI & Data Centre stock has performed best recently?
NETWEB TECH INDIA LTD (NETWEB) leads the theme over the last month at +26.2%. Past performance does not indicate future returns.

Other curated baskets

Compare this theme with the rest of the market.

All themes

Themes are informational groupings of listed companies, not recommendations, portfolios or indices. Figures are computed nightly from end-of-day data and may lag the live market. This is not investment advice — consult a SEBI-registered adviser before investing.

AI & Data Centre Stocks — Theme Returns & Members | DocStoX