Digital Infrastructure Stocks
|
Name
|
Sector
|
Morningstar Rating for Stocks
|
Fair Value
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
| Akamai Technologies Inc
AKAM
| Technology | $577.00 | Nsnn | $13.8 Bil | |
| American Tower Corp
AMT
| Real Estate | $939.00 | Lxpxtz | $91.0 Bil | |
| Arista Networks Inc
ANET
| Technology | $446.00 | Jlsk | $114.5 Bil | |
| Belden Inc
BDC
| Technology | $124.84 | Nytvd | $3.8 Bil | |
| Broadcom Inc
AVGO
| Technology | $3,622.00 | Bjpb | $804.9 Bil | |
| Ciena Corp
CIEN
| Technology | — | — | — | $6.7 Bil |
| Cloudflare Inc
NET
| Technology | $65.00 | Vrxfrf | $28.7 Bil | |
| Confluent Inc Class A
CFLT
| Technology | $17.58 | Zzzs | $9.1 Bil | |
| Crown Castle Inc
CCI
| Real Estate | $851.00 | Wqgwps | $42.0 Bil | |
| Datadog Inc Class A
DDOG
| Technology | $542.00 | Wmkwskt | $44.0 Bil | |
| Diodes Inc
DIOD
| Technology | $74.95 | Zxvpnf | $3.3 Bil | |
| Dynatrace Inc Ordinary Shares
DT
| Technology | $53.00 | Pcbbkc | $13.3 Bil | |
| Elastic NV
ESTC
| Technology | $76.00 | Lgbqfk | $11.8 Bil | |
| Intel Corp
INTC
| Technology | $82.00 | Znkn | $132.9 Bil | |
| Lumentum Holdings Inc
LITE
| Technology | — | — | — | $3.7 Bil |
| MACOM Technology Solutions Holdings Inc
MTSI
| Technology | $54.97 | Tyfjl | $8.1 Bil | |
| Micron Technology Inc
MU
| Technology | $992.00 | Vvv | $151.7 Bil | |
| NVIDIA Corp
NVDA
| Technology | $662.00 | Rxvq | $3.2 Tril | |
| Nutanix Inc Class A
NTNX
| Technology | $73.75 | Mhkvt | $14.5 Bil | |
| Pure Storage Inc Class A
PSTG
| Technology | $72.40 | Ydnpsk | $20.7 Bil | |
| Qorvo Inc
QRVO
| Technology | $112.00 | Dpgt | $11.1 Bil | |
| Qualcomm Inc
QCOM
| Technology | $833.00 | Bhftvzx | $227.5 Bil | |
| SBA Communications Corp Class A
SBAC
| Real Estate | $499.00 | Lrlxmx | $20.6 Bil | |
| Seagate Technology Holdings PLC
STX
| Technology | $87.00 | Llr | $21.3 Bil | |
| SiTime Corp Ordinary Shares
SITM
| Technology | $942.43 | Ktcq | $2.9 Bil |