Digital Infrastructure Stocks
|
Name
|
Sector
|
Morningstar Rating for Stocks
|
Fair Value
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
| Akamai Technologies Inc
AKAM
| Technology | $581.00 | Kzktm | $13.8 Bil | |
| American Tower Corp
AMT
| Real Estate | $165.00 | Mfbmqp | $89.8 Bil | |
| Arista Networks Inc
ANET
| Technology | $983.00 | Gqpq | $111.9 Bil | |
| Belden Inc
BDC
| Technology | $879.19 | Mqnktm | $3.7 Bil | |
| Broadcom Inc
AVGO
| Technology | $4,692.00 | Klnf | $771.5 Bil | |
| Ciena Corp
CIEN
| Technology | — | — | — | $6.8 Bil |
| Cloudflare Inc
NET
| Technology | $44.00 | Ksgzw | $28.9 Bil | |
| Confluent Inc Class A
CFLT
| Technology | $93.83 | Ykk | $9.2 Bil | |
| Crown Castle Inc
CCI
| Real Estate | $939.00 | Nytnmx | $41.4 Bil | |
| Datadog Inc Class A
DDOG
| Technology | $692.00 | Ddfbls | $44.1 Bil | |
| Diodes Inc
DIOD
| Technology | $62.97 | Mpzbqx | $3.3 Bil | |
| Dynatrace Inc Ordinary Shares
DT
| Technology | $68.00 | Hgrwq | $13.5 Bil | |
| Elastic NV
ESTC
| Technology | $23.00 | Gjkkf | $11.7 Bil | |
| Intel Corp
INTC
| Technology | $81.00 | Fzj | $132.3 Bil | |
| Lumentum Holdings Inc
LITE
| Technology | — | — | — | $3.6 Bil |
| MACOM Technology Solutions Holdings Inc
MTSI
| Technology | $55.48 | Vcxrxh | $8.1 Bil | |
| Micron Technology Inc
MU
| Technology | $997.00 | Lsnv | $147.0 Bil | |
| NVIDIA Corp
NVDA
| Technology | $598.00 | Nkxy | $3.0 Tril | |
| Nutanix Inc Class A
NTNX
| Technology | $91.26 | Vlljh | $14.7 Bil | |
| Pure Storage Inc Class A
PSTG
| Technology | $79.92 | Mwfjgws | $20.4 Bil | |
| Qorvo Inc
QRVO
| Technology | $384.00 | Pmqd | $11.3 Bil | |
| Qualcomm Inc
QCOM
| Technology | $388.00 | Pdddbg | $223.4 Bil | |
| SBA Communications Corp Class A
SBAC
| Real Estate | $677.00 | Kdsmtb | $20.3 Bil | |
| Seagate Technology Holdings PLC
STX
| Technology | $79.00 | Vgr | $21.7 Bil | |
| SiTime Corp Ordinary Shares
SITM
| Technology | $353.79 | Zvm | $2.9 Bil |