The CME outage just proved how fragile our digital economy really is. Companies that prevent these disasters are about to become very valuable.
Artificial intelligence and cloud computing are creating massive demand for data centres that never fail. These companies build exactly that.
Most people don't know these companies exist, but they're the invisible backbone powering everything from Netflix to your bank account.
This basket's total market capitalisation is 879,396.196 and is anchored by dominant large‑cap holdings. Its performance therefore tends to track broader market movements and exhibit lower idiosyncratic volatility.
DLR: $55.00B
EQIX: $73.96B
VRT: $68.72B
A cooling system failure at the Chicago Mercantile Exchange revealed how dependent global markets are on reliable data infrastructure. This event highlights a massive investment opportunity in companies that build and maintain the digital backbone powering our economy - from data centres to cooling systems to networking equipment.
This collection spans the entire data centre value chain, including real estate investment trusts (REITs) that own facilities, manufacturers of servers and cooling equipment, and networking specialists. These companies benefit from the growing demand for bulletproof digital infrastructure as AI and cloud computing drive exponential data growth.
Each company was handpicked by professional analysts for their critical role in data centre operations and reliability. From industry leaders like Digital Realty Trust to innovative cooling specialists, these stocks are positioned to benefit from increased enterprise spending on infrastructure resilience and uptime guarantees.
A cooling system failure at a third-party data center halted the Chicago Mercantile Exchange, disrupting global markets. This highlights a growing investment opportunity in companies that provide the critical infrastructure and services ensuring data center reliability and uptime.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Published on November 29
Gilead Sciences has secured FDA approval for a new once-daily HIV combination pill, streamlining therapy for millions of suppressed patients. This regulatory milestone spotlights investment opportunities in pioneering biopharmaceutical companies and drug delivery developers focused on advanced antiviral treatments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
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Here are a few of the assets in this group. Create an account to unlock the full list.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+4.52%
On average, analysts expect assets in this group to grow 4.52% over the next year.
14 of 16 assets in this group are rated Buy by professional analysts.
