AI infrastructure and data centres

What goes into data centres after the chips: servers, networking and optics, cooling and server power, storage and the firms renting out AI compute in them. The owners of data-centre buildings (Equinix, Digital Realty) are in Real estate: they move with it.

Stocks in the basket

• ALAB – Astera Labs, Inc.
• ANET – Arista Networks, Inc.
• APLD – Applied Digital Corporation
• CIEN – Ciena Corporation
• CLS – Celestica Inc.
• COHR – Coherent Corp.
• CRDO – Credo Technology Group Holding Ltd
• CRWV – CoreWeave, Inc.
• CSCO – Cisco Systems, Inc.
• DELL – Dell Technologies Inc.
• HPE – Hewlett Packard Enterprise Company
• LITE – Lumentum Holdings Inc.
• NBIS – Nebius Group N.V.
• SMCI – Super Micro Computer, Inc.
• SNDK – Sandisk Corporation
• STX – Seagate Technology Holdings plc
• VRT – Vertiv Holdings Co
• WDC – Western Digital Corporation