Theme
AI infrastructure
The compute, capital, and custom silicon build-out powering AI — hyperscaler capex, GPU cloud, and accelerators.
AI infrastructure spans the data centers, networking, and custom silicon that hyperscalers and specialist clouds are building to train and serve large models. This theme tracks the capital intensity and supply chains behind that build-out, from accelerators to the GPU-cloud capacity that rents them out.
Companies · 47
NVIDIA CorporationNVDA
Market cap$5.0T
Conviction5 / 5
AI computeAI infrastructureVision models
Read profileArista Networks, Inc.ANET
Market cap$219B
Conviction5 / 5
InterconnectAI infrastructure
Read profileAlphabet Inc.GOOGL
Market cap$1.9T
Conviction5 / 5
Vision modelsAutonomous systemsAI compute
Read profileMicrosoft CorporationMSFT
Market cap$2.8T
Conviction5 / 5
AI infrastructureTopological qubitsCloud security
Read profileDatabricks, Inc.Private
Market cap—
Conviction4 / 5
AI infrastructureFoundation models
Read profileAmazon.com, Inc.AMZN
Market cap$2.5T
Conviction4 / 5
AI infrastructureAI computeQuantum software & access
Read profileBroadcom Inc.AVGO
Market cap$1.8T
Conviction4 / 5
AI computeAI infrastructure
Read profileMeta Platforms, Inc.META
Market cap$1.3T
Conviction4 / 5
AI infrastructureVision models
Read profileMonolithic Power Systems, Inc.MPWR
Market cap$66B
Conviction4 / 5
AI infrastructureData-center power & coolingPower semiconductors
Read profileDelta Electronics, Inc.2308
Market cap$143B
Conviction4 / 5
Data-center power & coolingAI infrastructure
Read profileAmphenol CorporationAPH
Market cap$188B
Conviction4 / 5
InterconnectAI infrastructure
Read profileDatadog, Inc.DDOG
Market cap$82B
Conviction4 / 5
AI infrastructure
Read profileServiceNow, Inc.NOW
Market cap$102B
Conviction4 / 5
Foundation modelsAI infrastructure
Read profileOracle CorporationORCL
Market cap$331B
Conviction4 / 5
AI infrastructureAI compute
Read profileGroq, Inc.Private
Market cap—
Conviction4 / 5
AI computeAI infrastructure
Read profileNebius Group N.V.NBIS
Market cap$41B
Conviction4 / 5
AI infrastructureAI compute
Read profileHon Hai Precision Industry Co., Ltd. (Foxconn)2317
Market cap$109B
Conviction4 / 5
AI infrastructure
Read profileQuanta Computer Inc.2382
Market cap$39B
Conviction4 / 5
AI infrastructure
Read profileCorning IncorporatedGLW
Market cap$126B
Conviction4 / 5
InterconnectAI infrastructure
Read profileCoherent Corp.COHR
Market cap$55B
Conviction4 / 5
InterconnectAI infrastructure
Read profileSnowflake Inc.SNOW
Market cap$93B
Conviction4 / 5
AI infrastructureFoundation models
Read profileCrusoe Energy Systems LLCPrivate
Market cap—
Conviction4 / 5
AI infrastructureData-center power & cooling
Read profileLumentum Holdings Inc.LITE
Market cap$59B
Conviction4 / 5
InterconnectAI infrastructure
Read profileSanDisk CorporationSNDK
Market cap$213B
Conviction3 / 5
AI infrastructureAI memory
Read profileHugging Face, Inc.Private
Market cap—
Conviction3 / 5
Foundation modelsAI infrastructure
Read profileTE Connectivity plcTEL
Market cap$59B
Conviction3 / 5
InterconnectAI infrastructure
Read profileCisco Systems, Inc.CSCO
Market cap$450B
Conviction3 / 5
InterconnectAI infrastructure
Read profileHewlett Packard Enterprise CompanyHPE
Market cap$63B
Conviction3 / 5
AI infrastructure
Read profileJabil Inc.JBL
Market cap$33B
Conviction3 / 5
AI infrastructure
Read profileNokia OyjNOK
Market cap$51B
Conviction3 / 5
InterconnectAI infrastructure
Read profileCiena CorporationCIEN
Market cap$55B
Conviction3 / 5
InterconnectAI infrastructure
Read profileCelestica Inc.CLS
Market cap$35B
Conviction3 / 5
AI infrastructure
Read profileDell Technologies Inc.DELL
Market cap$142B
Conviction3 / 5
AI infrastructureAI compute
Read profileFabrinetFN
Market cap$17B
Conviction3 / 5
InterconnectAI infrastructure
Read profileLambda, Inc.Private
Market cap—
Conviction3 / 5
AI infrastructureAI compute
Read profileMACOM Technology Solutions Holdings, Inc.MTSI
Market cap$20B
Conviction3 / 5
InterconnectAI infrastructure
Read profilePenguin Solutions, Inc.PENG
Market cap$2.8B
Conviction3 / 5
AI infrastructureAI memory
Read profileSeagate Technology Holdings plcSTX
Market cap$191B
Conviction3 / 5
AI infrastructureAI memory
Read profileWestern Digital CorporationWDC
Market cap$179B
Conviction3 / 5
AI infrastructureAI memory
Read profileWiwynn Corporation6669
Market cap$99B
Conviction3 / 5
AI infrastructureData-center power & cooling
Read profileCoreWeave, Inc.CRWV
Market cap$32B
Conviction3 / 5
AI infrastructureAI compute
Read profileSuper Micro Computer, Inc.SMCI
Market cap$19B
Conviction3 / 5
AI infrastructureAI compute
Read profileSpace Exploration Technologies Corp.SPCX
Market cap$1.5T
Conviction3 / 5
LaunchSatellite broadbandFoundation models
Read profileADTRAN Holdings, Inc.ADTN
Market cap$798M
Conviction2 / 5
InterconnectAI infrastructure
Read profileFlex Ltd.FLEX
Market cap$43B
Conviction2 / 5
AI infrastructure
Read profileSanmina CorporationSANM
Market cap$11B
Conviction2 / 5
AI infrastructure
Read profileApplied Optoelectronics, Inc.AAOI
Market cap$8.0B
Conviction2 / 5
InterconnectAI infrastructure
Read profile