Data center construction is a competitive business and we hear lots about the top companies – Digital Realty Trust (DLR), Microsoft (MSFT), Google (GOOG), and Amazon (AMZN).
Who is winning?
Well if you want to judge based on stock price over the the last 5 years. Check out this stock performance chart. It looks like Digital Realty Trust (DLR)
It is interesting to wonder what would have happened if MSFT, GOOG, and AMZN were just in the data center business like DLR.
Also, keep in mind DLR is an REIT, and pays out its profits as dividends and has a 3.20% yield.