Infrastructure
Layer 3 of 10 — midstream tier
High-speed networking, power delivery, liquid cooling systems, data center REITs, fiber optics, UPS / generators
Securities (12)
| Ticker | Name | Mkt Cap ($M) |
|---|---|---|
| AVGO | Broadcom | 800,000 |
| KO | The Coca-Cola Company | 345,011 |
| ETN | Eaton Corp | 130,000 |
| ANET | Arista Networks | 120,000 |
| EQIX | Equinix | 85,000 |
| DLR | Digital Realty | 55,000 |
| VRT | Vertiv Holdings | 45,000 |
| SMCI | Super Micro Computer, Inc. | 18,647 |
| COHR | Coherent Corp | 14,000 |
| CRDO | Credo Technology | 10,000 |
| AAOI | Applied Optoelectronics, Inc. | 5,751 |
| LITE | Lumentum | 5,500 |
Signal Summary
11 of 12 tickers are bullish, 0 bearish, 1 neutral.
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Supply Chain Context
Upstream: Chips & Accelerators
Downstream: Cloud & Compute Platforms
Capex cycle: 6 quarters
Layer Characteristics
| Typical Volatility | 28% annual |
| Beta to Nasdaq | 0.85 |
| CapEx Cycle | 6 quarters |
| Max Portfolio Weight | 15% |
| Signal Weights | 15% daily, 40% weekly, 45% quarterly |
Infrastructure FAQ
What is Infrastructure in the AI supply chain?
Infrastructure is Layer 3 of 10 in Early Signal's AI supply chain taxonomy. High-speed networking, power delivery, liquid cooling systems, data center REITs, fiber optics, UPS / generators
What stocks are in Infrastructure?
Early Signal tracks 12 stocks in Infrastructure, including AVGO, KO, ETN. See the full securities table above for all tickers with signal data.
How does Early Signal analyze Infrastructure stocks?
Early Signal uses a proprietary multi-timeframe signal model. For Infrastructure stocks, the weighting is 15% daily, 40% weekly, and 45% quarterly factors. Learn more on the methodology page.
What layers are connected to Infrastructure?
Upstream: Chips & Accelerators. Downstream: Cloud & Compute Platforms.
What is the risk profile of Infrastructure?
Infrastructure stocks have a typical beta to Nasdaq of 0.85 and annualized volatility of 28%. The capex cycle is approximately 6 quarters. Maximum recommended portfolio weight is 15%.
Analysis as of Apr 12, 2026 07:03 UTC. Live data.