3. Digital Realty Trust

Facebook said in its recently amended S-1 that its costs soared 66% year-over-year as it expanded data centers and staff.

Digital Realty Trust ( DLR) counts Facebook as a major tenant, and as Facebook's needs for server farms continues to grow, Digital Realty is poised to benefit.

The San Francisco-based real estate investment trust (REIT) recently reported healthy first-quarter earnings. Barclays analyst Ross Smotrich, who rates shares "overweight" with an $80 price target, says demand for its data centers remains strong and is growing. The company is also adding commercial space designed for multiple tenants and redeveloping vacant space at its Internet gateway data centers, Smotrich wrote in a recent research note.

Shares of Digital Realty have gained 10.74% this year.

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