Major US indexes like the S&P 500 and Nasdaq are hitting record highs, signaling strong investor confidence. This creates a potential opportunity for companies that provide the essential infrastructure for market trading and data analysis, as they benefit from increased market activity.
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Published on July 26
With the S&P 500 and Nasdaq hitting 12 record highs in July alone, these infrastructure companies are positioned to benefit from the surge in trading activity and investor participation.
These companies provide the critical infrastructure that makes every trade possible. As market activity increases, their transaction fees, data subscriptions, and clearing services grow alongside it.
Instead of betting on individual winners, you're investing in the companies that profit regardless of which stocks go up or down. They make money when the market is active, period.
With the S&P 500 and Nasdaq hitting record highs in July 2025, we're seeing unprecedented investor confidence and market activity. This creates a unique opportunity to invest in the companies that actually power these markets - the exchanges, trading platforms, and data providers that benefit directly from increased trading volumes and market participation.
These are the 'picks and shovels' companies of the financial world. They make money from transaction fees, data subscriptions, and clearing services that grow when markets are active. Unlike individual stocks that can be unpredictable, these infrastructure providers tend to benefit consistently from overall market growth and increased trading activity.
Each company in this group was handpicked by professional analysts for their essential role in market operations. From major exchanges like CME and Nasdaq to trading platforms and financial data firms, these stocks represent the backbone infrastructure that makes modern investing possible and profitable during market rallies.
Interpretation of market capitalisation breakdown for the basket 'Powering The Markets: Trading & Data Giants'. Includes concise summary and investor takeaways.
CME: $96.80B
ICE: $89.75B
NDAQ: $51.83B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
On average, analysts expect assets in this group to grow 8.73% over the next year.
12 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:
+8.73%
