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.
These companies create the materials that power everything digital - from your smartphone to AI data centers. Without them, modern technology simply couldn't exist.
Countries worldwide are investing billions to secure semiconductor independence. These foundational material suppliers stand to benefit enormously from this long-term trend.
As artificial intelligence expands, the demand for semiconductors and specialized materials is skyrocketing. These companies provide the essential building blocks for the AI revolution.
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.
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.
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.
Aggregate market capitalisation and breakdown for the 'Digital World's Skeleton' basket.
ASML: $400.56B
TSM: $1.23T
LRCX: $182.63B
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
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.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
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13 of 15 assets in this group are rated Buy by professional analysts.
