• 6 min read
• Published on 25 July 2025
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View the full Basket:Network & Connectivity Portfolio
Right, let's have a frank conversation. While the world loses its collective mind over the latest electric car company or some cryptocurrency named after a dog, I find myself looking elsewhere. To me, the real, grown-up opportunities are not found in the froth and fury of the headlines. They are hidden in plain sight, in the decidedly unglamorous, yet utterly essential, plumbing of our digital world. I’m talking about the companies that own the pipes, the towers, and the satellites. The ones that get paid every single time you stream a show, join a video call, or mindlessly scroll through social media.
View the full Basket:Network & Connectivity Portfolio
Think about it. What is the one thing that underpins almost every modern convenience? Connectivity. And who provides it? Not the flashy app developers, but the companies that own the physical infrastructure. Take a firm like Crown Castle. They own tens of thousands of mobile phone towers. They are, in essence, landlords for the airwaves. Wireless carriers have no choice but to pay them rent to place their equipment on these towers, because without them, your phone is just a very expensive paperweight. It’s a wonderfully simple business model with enormous barriers to entry. You can’t just decide to build a competing mobile tower in central London tomorrow. It creates a predictable, almost utility-like, stream of revenue that is remarkably resilient, even when the wider economy is having a wobble.
View the full Basket:Network & Connectivity Portfolio
Now, let’s talk about the 5G rollout. The press calls it an upgrade, but that’s a bit of an understatement. It’s more like a complete rebuild of our entire wireless network, requiring a far denser web of equipment. This could be a multi-year, multi-billion-pound bonanza for the companies that make the gear. Firms like Cisco, for instance, produce the routers and switches that act as the central nervous system of the internet. As data demands explode, their equipment becomes more critical than ever. They are cleverly shifting from just selling hardware to offering software and services, creating the sort of recurring revenue that investors should adore. This is not a fleeting trend, it is a decade-long infrastructure project that is only just getting started.
View the full Basket:Network & Connectivity Portfolio
And what about the parts of the world that fibre optic cables cannot reach? That’s where the satellite companies come in. I find this area particularly interesting. Companies like Iridium operate constellations of satellites that provide coverage to the entire planet, including the oceans and the poles. This makes them indispensable for shipping, aviation, and remote industrial operations. While others are fighting for market share in crowded cities, these firms are tapping into entirely new markets. It’s a classic case of selling pickaxes during a gold rush, and the demand for data in these remote corners of the world is only just beginning. Investing in a collection of these companies, such as the Digital Highway Builders basket, could offer exposure to this powerful, long-term theme.
View the full Basket:Network & Connectivity Portfolio
Of course, let's not get carried away. No investment is a guaranteed win, and it would be foolish to think otherwise. These infrastructure companies often carry a lot of debt to fund their massive projects, so a sharp rise in interest rates could make borrowing more expensive. There’s also the perpetual risk that a new technology might come along and disrupt the status quo, though the sheer scale of these operations provides a substantial protective moat. The point is not that these are risk-free bets, because no such thing exists. The point is that they are built on a fundamental, undeniable global trend, our ever-increasing hunger for data. And to me, that feels like a much more solid foundation for a portfolio than the latest market fad.
View the full Basket:Network & Connectivity Portfolio
View the full Basket:Network & Connectivity Portfolio
View the full Basket:Network & Connectivity Portfolio
View the full Basket:Network & Connectivity Portfolio
View the full Basket:Network & Connectivity Portfolio
View the full Basket:Network & Connectivity Portfolio
This article is marketing material and should not be construed as investment advice. No information set out in this article be considered, as advice, recommendation, offer, or a solicitation, to buy or sell any financial product, nor is it financial, investment, or trading advice. Any references to specific financial product or investment strategy are for illustrative / educational purposes only and subject to change without notice. It is the investor’s responsibility to evaluate any prospective investment, assess their own financial situation, and seek independent professional advice. Past performance is not indicative of future results. Please refer to our Risk Disclosure.
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