Since then, I've expanded the list, and carried the range back 24 months.
The total list (the "broad hosting index") consists of: Digital Realty Trust, DuPont Fabros, Equinix, Internap, Iomart, Macquarie Telecom, Navisite, Rackspace, Savvis, Switch & Data, Telecity, and Terremark. I also baselined my "virtual" fund against the NASDAQ index. I created another virtual fund (a subset list of the above) consisting of Equinix, Navisite, Rackspace, Savvis and Terremark - representing service providers with substantial businesses in the Cloud hosting space as well.
Here are some interesting observations of the value change of US$100 invested equally across each index:
Since Jan 2008:
- Nasdaq: + ~14%
- Broad Hosting index: + ~90%
- Cloud Subset: + ~50%
- Nasdaq: + ~ 55%
- Broad Hosting index: + ~135%
- Cloud Subset: +~ 115%
I'll plan on updating this periodically. Comments, additions, etc. welcome!