DIGITAL INFRASTRUCTURE
The Buildout and Upgrading of our Networks, Data Storage Facilities and Equipment
Tematica Research’s Digital Infrastructure investment theme focuses on the companies that underpin the connective superhighway of today and tomorrow that is dramatically changing why and how consumers and businesses interact, consume, transact and communicate. Network constraints as more people create and consume data will drive incremental capacity additions and fuel the adoption of newer technologies that will ripple through the Digital Infrastructure ecosystem.
Components of the Digital Infrastructure Theme
Published Research and Articles on the Digital Infrastructure Theme
Hey folks, as you likely suspect we at Tematica do a lot of leg work and deep dives when developing our investment themes and refreshing our thematic mosaic. This means that in addition to scouring financial filings, company presentations, and earnings transcripts, we also chat with company management, thought leaders, and other industry movers and […]
This conversation is provided for informational purposes only and is not an offer or solicitation to buy or sell any securities. Tematica Research was compensated by a third party to conduct this interview. The information described herein is taken from sources that we believe to be reliable, but we do not guarantee the accuracy and completeness of […]
According to data published by Microsoft, more than 120 million people in the United States lack access to the internet at broadband-defined speeds but President Biden’s infrastructure package is looking to address that. Let’s take a look at how the $65 billion ear-marked for broadband breaks out: President Joe Biden’s trillion-dollar infrastructure bill promises […]
Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.
Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.
Tematica Research Membership
For Experienced Individual Investors and Financial Professionals
The Tematica Individual Membership provides thematic investing strategies, trading ideas, and analysis of the most pressing economic and market developments that drive both our thematic perspectives and investing strategies.
Financial Professionals and experienced Individual Investors that become members receive access to the Thematic Leaders List which includes the top stock in each theme, plus our top overall most thematically-positioned stock. Membership also includes the Tematica Select List which are additional trading ideas of stocks riding our 10 investment themes and regular on-going insights and commentary on the market from a thematic perspective.
According to estimates from Ericsson’s latest Mobility Report, the number of 5G smartphone subscriptions worldwide will blow past 500 million this year, more than doubling from 2020. In 2022, 5G subscriptions are expected to pass one billion, reaching that milestone two years earliert than 4G did after its introduction. Ericsson’s report also notes that total […]
Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.
Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.
Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.
Each week Team Tematica consumes a voracious amount of content as we look to stay on top of the latest data and mine it for tailwind and headwind signals for our 10 investment themes.
Digital Infrastructure Thematic Index
Our Themes
Thematic Signals
What is Thematic Investing
Thematic investing looks to identify pain points by looking at the intersection of shifting economics, demographics, psychographics and technologies, mixed in with regulatory mandates and other forces. Such pain points result in a pronounced secular market shift that shapes and impacts behavior, forcing companies to make fundamental changes to their businesses to succeed. Read More >>
What We Do at Tematica
Tematica Research provides equity research, economic insights, and investment ideas based upon its proprietary thematic perspective of the world and financial markets. The thematic discipline utilized by Tematica across its research and economic commentary, as well as its index and portfolio construction efforts, is the culmination of the more than 20 years Chief Investment Office Chris Versace spent analyzing industries and companies. Read More >>