Overview of Their Facilities

Monthly Searches
4,400
Competition
LOW
Interest Over Past 5 Years
50.00%
Interest Over Past 12 Months
50.00%
Monthly searches for last 5 years
Monthly searches for last 12 months
What is "Their Facilities"?
Their Facilities refers to the strategic emphasis on owning and operating critical physical facilities—chiefly data centers, manufacturing plants, and distribution hubs—that underpin modern digital services and supply chains. Firms are increasingly treating these built assets as a core strategic advantage, investing to expand capacity, improve resilience, and reduce dependency on external providers.
RamenApps Analysis

First, identify who owns or builds these facilities; the #1 plays are public data-center owners/operators such as Equinix (EQIX) and Digital Realty (DLR), with CyrusOne (CONE), CoreSite Realty (COR), and QTS Realty (QTS) offering solid direct exposure. Second, gain indirect exposure through suppliers and tenants: Vertiv (VRT) provides essential data-center infrastructure equipment, while cloud giants with large owned footprints—Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL)—round out the ecosystem. Third, explore entrepreneurial opportunities in edge data centers, modular builds, and energy-efficient cooling or management services that help scale AI and latency-sensitive applications.