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16 handpicked stocks

Digital World's Skeleton

Behind every smartphone, AI system, and data center lies a foundation of essential materials. This collection features companies producing the critical components that make our digital world possible. Carefully selected by our analysts, these stocks represent the building blocks of modern technology.

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Han Tan | Market Analyst

Updated 1 day ago | Published at June 17

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

ASML

ASML Holding NV

ASML

Current price

$742.16

Provides essential lithography systems required for the mass production of microchips.

TSM

Taiwan Semiconductor Manufacturing Co.

TSM

Current price

$238.88

As the world's largest dedicated semiconductor foundry, it is a primary producer of the core components for the digital world.

LRCX

Lam Research Corporation

LRCX

Current price

$99.51

Supplies wafer fabrication equipment and services crucial for creating semiconductors.

About This Group of Stocks

1

Our Expert Thinking

This portfolio targets the foundational layer of technology - the companies producing essential materials for semiconductors and advanced electronics. As demand for AI, cloud computing, and digital infrastructure grows, these fundamental components become increasingly valuable and indispensable.

2

What You Need to Know

These companies represent the "upstream" part of tech innovation - they make the raw materials and specialized components that everything else depends on. This collection includes global material science leaders and specialty chemical producers crucial to the technology supply chain.

3

Why These Stocks

We selected these companies for their critical role in producing the essential building blocks of technology - from silicon wafers to specialty gases for chip manufacturing. The global push for semiconductor independence creates significant growth opportunities for these foundational material suppliers.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+30.85%

Group Performance Snapshot

30.85%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 30.85% over the next year.

14 of 16

Stocks Rated Buy by Analysts

14 of 16 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔋

The Invisible Tech Backbone

These companies create the materials that power everything digital - from your smartphone to AI data centers. Without them, modern technology simply couldn't exist.

🌐

Riding The Global Chip Wave

Countries worldwide are investing billions to secure semiconductor independence. These foundational material suppliers stand to benefit enormously from this long-term trend.

🚀

AI's Hidden Growth Engine

As artificial intelligence expands, the demand for semiconductors and specialized materials is skyrocketing. These companies provide the essential building blocks for the AI revolution.

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