In today's digital flood, these companies are the architects of order. Carefully selected by our analysts, this collection represents the essential businesses transforming overwhelming information into valuable insights through storage, management, and AI-powered analysis.
+6
The generative AI revolution is creating unprecedented demand for data infrastructure. These companies are the essential foundation for every AI system being built today.
While everyone focuses on flashy AI applications, these stocks represent the critical infrastructure those applications can't function without—potentially offering greater long-term value.
Global data creation is expected to more than double by 2026. These companies are positioned to capture this massive growth as businesses scramble to make sense of their information.
As data explodes in volume and complexity, the companies providing the infrastructure to store, analyze, and secure this information become increasingly valuable. This group captures the entire ecosystem—from cloud storage giants to AI analytics innovators—all positioned to benefit from the unstoppable shift toward data-driven decision making.
This portfolio offers exposure to a fundamental digital trend that cuts across all industries. These companies provide the essential backbone for AI development, which requires massive, well-structured datasets to function. The selection balances established tech leaders with specialized players addressing specific data challenges.
Our team has carefully selected companies that represent the entire data value chain—from storage and organization to analysis and visualization. Each business plays a critical role in transforming raw information into actionable insights, with many positioned to benefit directly from the accelerating adoption of artificial intelligence.
Summary and key takeaways for the 'Data Chaos' basket based on provided market capitalisation breakdown.
SNOW: $83.86B
MDB: $26.50B
DDOG: $54.49B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
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.
Here are a few of the assets in this group. Create an account to unlock the full list.
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:
+31.98%
On average, analysts expect assets in this group to grow 31.98% over the next year.
13 of 16 assets in this group are rated Buy by professional analysts.
