If anyone would like to see the spreadsheet - just let me know and I will share it. I picked the companies in my index as representatives of colocation providers, infrastructure equipment manufacturers, service providers and REITs. I wanted to keep the list somewhat managable -- I am open for suggestions if anyone feels there is a company that is missing from my list. Outside of Cisco, I wanted to keep the Really large companies out of the mix (i.e.: Microsoft, Google). I felt Cisco contributes SO much to the data center that they were a good candidate. The companies in my index are:
Cisco, EMC, Digital Realty Trust, Equinix, Terrermark, Savvis, Level 3, DuPont Fabros, Internap, Switch and Data, Akamai, VMWare, Rackable, Schneider Electric (APC).
I started tracking it on Oct. 6th, and it was 23.13. On Oct. 10th, it was 19.12
I'll post the Index price once a week, or more often if requested. I'm mainly interested in this acting like any other stock index -- just an aggregate view of the industry.