AI & Data Centre
IT majors, GPU and data-centre infrastructure and analytics names with the clearest AI tailwind.
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 companyCap- and equal-weighted diverge. 1Y +3.6pp. The large members are carrying this theme — the typical company in it did less well than the headline suggests.
Why this label
Classified Turning Around because it was still behind over 3 months, but 1-month relative strength is improving on the 3-month figure, and at least half of eligible members are back above their 50-day average. Relative strength is measured against DocStoX universe (5,319 companies).
- 1M vs universe
- -0.2pp
- 3M vs universe
- -0.4pp
- 6M vs universe
- -2.6pp
- Above 200-DMA
- 30%
- Above 50-DMA
- 80%
- Acceleration
- +0.2pp
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 eligibleThese 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.
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
Leaders
Strongest one-month moves inside this theme
Laggards
Weakest one-month moves inside this theme
All 10 companies
A dash means we have no figure — not a zero| Tata Consultancy Services LtdTCS | -6.3% |
| Infosys LtdINFY | -3.2% |
| HCL Technologies LtdHCLTECH | -5.6% |
| Wipro LtdWIPRO | -5.3% |
| Persistent Systems LtdPERSISTENT | +2.6% |
| Coforge LtdCOFORGE | +12.7% |
| Netweb Technologies India LtdNETWEB | +9.0% |
| Kaynes Technology India LtdKAYNES | -7.1% |
| Tata Elxsi LtdTATAELXSI | -4.8% |
| Happiest Minds Technologies LtdHAPPSTMNDS | -8.8% |
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 +5.2% over three months on a market-cap-weighted basis (each company capped at 12%), measured against DocStoX universe (5,319 companies).
- Are AI & Data Centre stocks trending?
- DocStoX currently labels this theme "Turning Around", 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?
- Coforge Ltd (COFORGE) leads the theme over the last month at +12.7%. Past performance does not indicate future returns.
Other curated baskets
Compare this theme with the rest of the market.
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.