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Investment themes
Explore investment themes, from long-term structural changes to the businesses behind them.
Infrastructure
Servers, networks, data centers and cloud platforms used to train and run AI systems.
Cloud & model platforms Explore categoryData-center facilities Explore categoryServers & systems Explore categoryNetwork equipment & silicon Explore categoryElectrical interconnects Explore categoryOptical communications Explore categoryPCBs & substrates Explore category
Companies tracked by YouAnalyst · 55
Includes companies assigned to this category or its descendants. Coverage is limited to our supported investment themes.
- Alibaba Group Holding Ltd. ADR
- Alphabet Inc.
- Amazon.com, Inc.
- Amphenol Corporation
- Arista Networks, Inc.
- ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
- Baidu Inc. ADR
- Broadcom Inc.
- Celestica Inc.
- Cisco Systems, Inc.
- Coherent Corp.
- CoreWeave, Inc.
- Corning Incorporated
- Credo Technology Group Holding Ltd.
- Dell Technologies Inc.
- Digital Realty
- Equinix
- GDS Holdings Limited ADR
- Hewlett Packard Enterprise Company
- International Business Machines Corporation
- Jabil Inc.
- Lumentum Holdings Inc.
- Marvell Technology, Inc.
- Meta Platforms Inc Class A
- Microsoft Corp.
- Nebius Group N.V.
- NVIDIA Corporation
- Oracle Corporation
- Super Micro Computer Inc
- TTM Technologies, Inc.
- VNET Group, Inc. ADR
- 中兴通讯
- 中国电信
- 中国移动
- 中国联通
- 中科曙光
- 中际旭创
- 光环新网
- 光迅科技
- 华勤技术
- 天孚通信
- 工业富联
- 数据港
- 新易盛
- 沪电股份
- 浪潮信息
- 润泽科技
- 深南电路
- 源杰科技
- 澜起科技
- 生益科技
- 紫光股份
- 胜宏科技
- 锐捷网络
- 鹏鼎控股