hero section gradient
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.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

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.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and more predictable performance, likelier to track broad market movements.
  • Suitable as a portfolio core holding for steady exposure to infrastructure and stability, not a speculative allocation.
  • Expect steady long-term appreciation rather than explosive short-term gains; growth likely gradual.
Total Market Cap
  • CCI: $42.91B

  • VRT: $66.83B

  • PAY: $3.77B

  • Other

About This Group of Stocks

1

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.

2

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.

3

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.

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.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

Why Invest with Nemo Money?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

Tech Stocks (AI Valuation Reset) Present Potential Entry

Tech Stocks (AI Valuation Reset) Present Potential Entry

Recent market turmoil, driven by concerns over AI stock valuations, has led to a significant drop in global markets. This correction creates a potential opportunity to invest in fundamentally sound technology companies at more attractive prices.

Walmart Succession Plan Explained | Market Effects

Walmart Succession Plan Explained | Market Effects

Walmart announced a CEO transition, with veteran John Furner taking the helm, which could create opportunities for competitors. This leadership change at a retail giant may cause short-term uncertainty, potentially benefiting other major players in the retail space.

Biotech Buyout Candidates (Post-Merck Acquisition)

Biotech Buyout Candidates (Post-Merck Acquisition)

Merck's $9.2 billion acquisition of Cidara Therapeutics for its antiviral drug pipeline signals a broader industry trend. This creates an investment opportunity in other biotech companies with promising late-stage drugs that could become the next acquisition targets for pharmaceutical giants.

Frequently Asked Questions