This carefully curated group of stocks represents the backbone of today's AI revolution. Selected by professional analysts, these companies provide the essential hardware, infrastructure, and software that power AI growth across government and commercial sectors.
Published on July 14
Companies and governments are pouring billions into AI infrastructure and solutions. These stocks provide the essential technology that powers this massive investment wave.
While Palantir gets headlines, these companies provide the critical behind-the-scenes technology that makes AI implementation possible. They represent the full ecosystem supporting this revolution.
AI is fundamentally changing how organizations operate across public and private sectors. These companies are providing the essential tools and infrastructure that enable this transformation.
Palantir's recent success signals a broader AI adoption wave. This theme captures the entire AI value chain—from high-performance computing and semiconductors to cloud infrastructure and specialized software—all benefiting from increased AI investment across public and private sectors.
These stocks represent companies enabling AI implementation at scale. This theme offers exposure to the technology ecosystem supporting the AI revolution, with companies providing critical components for sophisticated data analysis and AI integration into core business operations.
Our analysts have selected providers of foundational AI technologies that form the backbone of this transformation. These companies deliver the GPUs, servers, data infrastructure, and networking equipment necessary for organizations to build and deploy powerful AI systems.
Total market capitalisation and concentration analysis for the basket.
NVDA: $4.40T
MSFT: $3.85T
AMZN: $2.37T
Get the full story on this Basket. Read our detailed article on its risks and potential.
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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.
Here are a few of the assets in this group. Create an account to unlock the full list.
NVIDIA CORP
NVDA
Current Price
$219.59
As the leader in GPUs, Nvidia's hardware is the primary engine for the AI models used by Palantir and the broader ecosystem, making it a direct benefi...
As the leader in GPUs, Nvidia's hardware is the primary engine for the AI models used by Palantir and the broader ecosystem, making it a direct beneficiary of increased AI spending.
MICROSOFT CORP
MSFT
Current Price
$483.85
A primary provider of cloud infrastructure (Azure) and AI services to both the U.S. government and commercial enterprises, making it a key partner and...
A primary provider of cloud infrastructure (Azure) and AI services to both the U.S. government and commercial enterprises, making it a key partner and competitor in Palantir's ecosystem.
AMAZON COM INC
AMZN
Current Price
$264.06
A dominant provider of cloud services to the public and private sector through its AWS and AWS GovCloud platforms, which are fundamental to digital tr...
A dominant provider of cloud services to the public and private sector through its AWS and AWS GovCloud platforms, which are fundamental to digital transformation and AI adoption.
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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:
+23.57%
On average, analysts expect assets in this group to grow 23.57% over the next year.
11 of 16 assets in this group are rated Buy by professional analysts.
