This carefully curated collection features companies building the technological foundations that will power innovation for decades to come. Our analysts have identified businesses creating essential infrastructure in genomics, AI, robotics, and advanced computing—platforms that could define their industries and generate substantial long-term returns.
These companies aren't just creating products—they're building the essential infrastructure that entire industries will depend on for decades. They're laying the groundwork for technologies we can barely imagine today.
The rapid integration of artificial intelligence is dramatically speeding up development cycles for these platform technologies. What might have taken a decade is now happening in years, creating potential growth catalysts.
These companies have built deep moats of intellectual property and technical expertise that can't be easily replicated. Their fundamental technologies are protected by patents and know-how that keeps competitors at bay.
We've identified companies building fundamental technological infrastructure that entire industries will depend on. These aren't simple product makers but ecosystem creators in genomics, AI, robotics, and advanced computing with deep intellectual property moats and multi-year growth runways.
This is a long-horizon investment approach. These companies are creating complex, integrated systems that may take years to fully mature but could dominate their industries once established. The rapid integration of AI is accelerating development timelines and expanding potential applications.
Each company selected is an undisputed technology leader with significant intellectual property and a platform others build upon. They represent the essential building blocks of future technological revolutions, with innovations that will likely power the next wave of scientific and industrial advancement.
Summary and investor key points for the Patient Platforms basket based on provided market capitalisation breakdown.
ISRG: $164.04B
ILMN: $15.21B
ASML: $400.56B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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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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INTUITIVE SURGICAL INC
ISRG
Current Price
$400.41
Dominates the robotic-assisted surgery market with its da Vinci platform, a foundational technology that continues to expand its applications and long...
Dominates the robotic-assisted surgery market with its da Vinci platform, a foundational technology that continues to expand its applications and long-term potential.
ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012
ASML
Current Price
$1,758.36
Holds a monopoly on the critical EUV lithography machines required to manufacture the world's most advanced semiconductors, making it a foundational p...
Holds a monopoly on the critical EUV lithography machines required to manufacture the world's most advanced semiconductors, making it a foundational platform for the entire tech industry.
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On average, analysts expect assets in this group to grow 35.31% over the next year.
14 of 17 assets in this group are rated Buy by professional analysts.
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:
+35.31%
