ENTITY · american_tower
American TowerAMT
United States·colocation·major·$82.0B mkt cap
Communications-infrastructure REIT; owns CoreSite data centers.
WATCH · 40–69
40/100 illustrative
Underwriting Thesis
WATCH — American Tower: sole-source / single-point-of-failure dominance compounded by concentrated foreign-origin supply in colocation. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration51
Sole-Source Dependence62
Sanctions Exposure0
Downstream Criticality45
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
colocationdata center reit
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MAmerican Tower → Amazon (Annapurna Labs) → Scale AI
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 4
- VertivUnited StatesDOMESTIC
- Schneider ElectricFranceALLIED
- EatonIrelandALLIED
- Delta ElectronicsTaiwanCHOKEPOINT
Key Customers · downstream · 5
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Meta PlatformsUnited StatesDOMESTIC
- OracleUnited StatesDOMESTIC