What is infrastructure investing?

Infrastructure investing focuses on companies that own and operate physical and digital assets essential for society's functioningthings like cell towers, data centers, power grids, water systems, and payment networks. These businesses typically provide steady, predictable income since their services remain in demand regardless of economic conditions. They tend to offer stability and often pay dividends, making them attractive for investors seeking reliable returns rather than rapid growth.

Why are these companies called "quiet infrastructure"?

These companies are called "quiet infrastructure" because they operate crucial systems that work behind the scenes, largely unnoticed until something goes wrong. Unlike consumer-facing brands that actively market to the public, these businesses maintain the essential backbone of our economy without much fanfare. They quietly ensure your phone calls connect, your water runs, data flows across networks, and payments processall critical functions that happen seamlessly when operating correctly.

What are dividend yields and why do they matter for infrastructure stocks?

Dividend yield is the annual dividend payment divided by the stock price, shown as a percentage. For example, a $50 stock paying $2 in annual dividends has a 4% yield. Infrastructure companies often generate stable cash flows that allow them to pay consistent dividends to shareholders. These dividend payments can provide regular income and contribute significantly to total returns over time, making infrastructure stocks popular among income-focused investors, especially during uncertain market conditions.

How does AI growth affect infrastructure companies?

The rapid growth of artificial intelligence requires massive amounts of data processing, storage, and transmission capabilities. This directly benefits companies owning digital infrastructure like data centers, cooling systems, and fiber networks. As AI applications expand, these companies must continually build and upgrade facilities to meet the exponential demand for computing power and data transmission. This creates a significant growth opportunity for infrastructure firms that own the physical assets powering our increasingly AI-driven economy.

What are market caps and how do they relate to these stocks?

Market capitalization (market cap) is the total value of a company's outstanding shares, calculated by multiplying the share price by the number of shares. Infrastructure companies in this collection have various market caps, from larger established firms to smaller specialized operators. Larger market cap companies typically offer more stability but potentially slower growth, while smaller ones might provide more growth opportunity with higher risk. Market cap helps investors understand a company's size, stability, and potential risk-return profile within the infrastructure sector.

16 handpicked stocks

Quiet Infrastructure

These essential businesses own the physical and digital foundations of our modern economy. Hand-selected by our analysts, this collection features the companies operating cell towers, data centers, and payment networks that quietly keep everything running.

Han Tan | Market Analyst

Published on June 17

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

Crown Castle Inc

CCI

Current price

$95.46

Owns and operates an extensive network of cell towers and fiber, providing the essential infrastructure for wireless communication.

Vertiv Holdings Co

VRT

Current price

$160.40

Specializes in critical digital infrastructure and cooling systems, essential for the functioning of data centers.

Paymentus Holdings, Inc.

PAY

Current price

$31.05

Provides the cloud-based payment technology that acts as a crucial digital rail for modern financial transactions.

Brookfield Infrastructure Corporation

BIPC

Current price

$42.37

Essential Utilities Inc.

WTRG

Current price

$38.55

Brookfield Infrastructure Partners L.P.

BIP

Current price

$33.41

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12 Month Growth Potential

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:

$1,000.00

+13.06%

≈

About This Group of Stocks

Our Expert Thinking

These companies own the physical and digital plumbing that powers our economy. While often overlooked, they provide the foundational assets crucial for modern lifedata centers, cell towers, payment networks, and energy grids that form the backbone of global commerce.

What You Need to Know

This collection serves as a defensive core holding with predictable revenue streams and high barriers to entry. These companies tend to offer stability and potential dividend income rather than dramatic growth, making them suitable for investors seeking reliability.

Why These Stocks

We've selected established leaders that directly own and operate critical infrastructure assets with significant market share. A key catalyst is the exponential demand for data processing driven by AI, requiring massive expansion of digital infrastructure these firms provide.

Group Performance Snapshot

13.12%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 13.12% over the next year.

14 of 16

Stocks Rated Buy by Analysts

14 of 16 assets in this group are rated Buy by professional analysts.

3.1%

Group Growth

This group averaged a 3.1% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔋

The Invisible Powerhouse

These companies own the critical infrastructure everyone uses but rarely thinks about. They provide the essential backbone enabling everything from your mobile calls to online shopping to water from your tap.

🛡️

Stability in Uncertainty

Infrastructure companies tend to provide steady cash flows regardless of market turbulence. When tech stocks zigzag, these firms often continue collecting predictable revenue from their essential services.

🚀

AI's Hidden Demand Driver

The explosion of artificial intelligence is creating unprecedented demand for data centers and digital networks. These quiet infrastructure companies own the assets AI needs to function and scale.

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