Infrastructure
Layer 3 of 10 — midstream tier
High-speed networking, power delivery, liquid cooling systems, data center REITs, fiber optics, UPS / generators
High Speed Networking
Power Delivery
Liquid Cooling
Data Center Reits
Fiber Optics
Ups Generators
Securities (10)
| Ticker | Name | Sub-sector | Mkt Cap ($M) | AI Rev |
|---|---|---|---|---|
| AVGO | Broadcom | Custom Asic Developers | 800,000 | 40% |
| KO | The Coca-Cola Company | Power Delivery | 345,011 | 42% |
| ETN | Eaton Corp | Power Delivery | 130,000 | 20% |
| ANET | Arista Networks | High Speed Networking | 120,000 | 55% |
| EQIX | Equinix | Data Center Reits | 85,000 | 35% |
| DLR | Digital Realty | Data Center Reits | 55,000 | 30% |
| VRT | Vertiv Holdings | Power Delivery | 45,000 | 60% |
| COHR | Coherent Corp | Fiber Optics | 14,000 | 40% |
| CRDO | Credo Technology | High Speed Networking | 10,000 | 70% |
| LITE | Lumentum | Fiber Optics | 5,500 | 30% |
Signal Summary
Signal analysis for Infrastructure is available to signed-in users.
Supply Chain Context
Upstream: Chips & Accelerators
Downstream: Cloud & Compute Platforms
Capex cycle: 6 quarters
Analysis as of 2026-02-26 14:32. Live data.