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.
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.
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.
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.
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.
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.
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.
This basket's total market capitalisation is 275,501.65 and is anchored by several large‑cap holdings, giving it a predominantly large‑cap profile. That concentration suggests generally greater stability and lower volatility than baskets weighted to smaller, high‑growth names.
CCI: $42.91B
VRT: $66.83B
PAY: $3.77B
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.
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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.
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15 of 16 assets in this group are rated Buy by professional analysts.
