Invest in the companies building the physical and digital highways of our connected world. As our appetite for data explodes, these carefully selected stocks offer exposure to the essential infrastructure powering our digital future.
The massive global 5G rollout represents a once-in-a-decade infrastructure upgrade. These companies are laying the groundwork for next-generation connectivity that will power everything from autonomous vehicles to smart cities.
Low-Earth orbit satellite constellations are bringing high-speed internet to previously unreachable markets. This portfolio gives you exposure to the companies building this new orbital infrastructure layer.
From streaming videos to remote work to smart homes – all digital experiences depend on these companies' infrastructure. As our digital lives expand, so does our reliance on the physical network that makes it all possible.
This portfolio targets the full ecosystem behind our connected world. As data consumption grows exponentially with cloud computing, streaming, and IoT devices, the companies building and maintaining the critical digital infrastructure are positioned for sustained growth.
This diverse collection spans tower REITs, networking equipment makers, satellite companies, and IoT enablers. These companies benefit from ongoing 5G deployment and satellite internet expansion – massive infrastructure investments that create multi-year growth opportunities.
Each company was selected for its crucial role in the connectivity landscape – from owning physical towers to manufacturing the high-performance components that direct data traffic. These firms are the essential architects building the foundations of our increasingly connected world.
Summary and key investor takeaways based on provided market capitalisation breakdown for the Network & Connectivity Portfolio.
CCI: $42.91B
CSCO: $279.57B
IRDM: $2.01B
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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 16 assets in this group are rated Buy by professional analysts.
