Amazon AWS announced that private 5G network will be available to AWS customers in select US regions and will be expanded internationally. Additionally, global 5G subscriptions are expected to double and surpass 1 billion this year . Infrastructure spending needed to support the change could increase 22% this year to more than $23 billion worldwide . 5G infrastructure spending will take years to complete . The upgrade cycle will be a top investment theme for 2022 and beyond . Companies & ETFs within this list have significant investments connected to the 5G development. This list’s performance is calculated on an equally weighted method.

This list has performed -17.77% over the past year. By comparison, FTSE Bursa Malaysia KLCI Index is -3.88% over the same period. The beta of this list, which is a measure of volatility, is Moderately High at 1.07. List Beta is calculated using an equally weighted average beta of the securities within this list.

List performance is calculated using an equal-weight methodology. This list is generated by scanning the web and using our algorithms to surface potentially relevant securities to the topic. The list is intended to be educational and includes securities that may be suitable for a watchlist. It is not intended for investment or trading purposes. Microsoft does not recommend using the data and information provided as the basis for making any investment decision.

APPLE INC.

AAPL. Apple Inc. (Apple) designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories and sells a range of related services. The Company’s products include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, HomePod, iPod touch and accessories. The Company operates various platforms, including the App Store, which allows customers to discover and download applications and digital content, such as books, music, video, games and podcasts. Apple offers digital content through subscription-based services, including Apple Arcade, Apple Music, Apple News+, Apple TV+ and Apple Fitness+. Apple also offers a range of other services, such as AppleCare, iCloud, Apple Card and Apple Pay. Apple sells its products and resells third-party products in a range of markets, including directly to consumers, small and mid-sized businesses, and education, enterprise and government customers through its retail and online stores and its direct sales force.

Apple Inc. is 19.31 over the past month and -11.54 over the past year, outperforming the FTSE Bursa Malaysia KLCI Index by 19.97 over the past month and -7.66 over the past year.

INTEL CORPORATION

INTC. Intel Corporation is engaged in designing and manufacturing products and technologies. The Company’s segments include Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), and Intel Foundry Services (IFS). The CCG segment is focused on long-term operating system, system architecture, hardware, and application integration that enable PC experiences. Its DCAI segment offers workload-optimized solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers. Its NEX segment helps networks and edge compute systems from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud-native software on programmable hardware. The Mobileye segment provides driving assistance and self-driving solutions. AXG segment delivers products and technologies to its customers to solve computational problems.

Intel Corp. is 1.11 over the past month and -40.48 over the past year, outperforming the FTSE Bursa Malaysia KLCI Index by 1.78 over the past month and -36.61 over the past year.

NVIDIA CORPORATION

NVDA. NVIDIA Corporation is a personal computer (PC) gaming market. The Company’s segments include Graphics and Compute & Networking. The Graphics segment includes GeForce graphics processing units (GPUs) for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse software for building three-dimensional (3D) designs and virtual worlds. The Compute & Networking segment includes Data Center platforms and systems for artificial intelligence (AI), high-performance computing (HPC), and accelerated computing; Mellanox networking and interconnect solutions; automotive AI Cockpit, autonomous driving development agreements, and autonomous vehicle solutions; cryptocurrency mining processors (CMP); Jetson for robotics, and NVIDIA AI Enterprise.

NVIDIA Corp. is 49.22 over the past month and -11.69 over the past year, outperforming the FTSE Bursa Malaysia KLCI Index by 49.88 over the past month and -7.81 over the past year.

QUALCOMM INCORPORATED

QCOM. Qualcomm Incorporated is engaged in the development and commercialization of foundational technologies for the wireless industry. Its segments include Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL) and Qualcomm Strategic Initiatives (QSI). QCT segment develops and supplies integrated circuits and system software based on third generation/fourth generation/fifth generation (3G/4G/5G) and other technologies for use in wireless voice and data communications, networking, computing, multimedia and global positioning system (GPS) products. QTL segment grants licenses or otherwise provides rights to use portions of its intellectual property portfolio, which, among other rights, includes certain patent rights essential to and/or useful in the manufacture, sale and/or use of certain wireless products, including, without limitation, products implementing CDMA2000, WCDMA, LTE and/or OFDMA-based 5G standards and their derivatives. QSI segment makes strategic investments.

Qualcomm Inc. is 18.46 over the past month and -23.50 over the past year, outperforming the FTSE Bursa Malaysia KLCI Index by 19.12 over the past month and -19.62 over the past year.

Broadcom Inc.

AVGO. Broadcom Inc. is a technology company. The Company designs, develops and supplies a range of semiconductor and infrastructure software solutions. The Company operates through two segments: semiconductor solutions and infrastructure software. Its semiconductor solutions segment includes all of its product lines and intellectual property (IP) licensing. It provides semiconductor solutions for managing the movement of data in data center, telecom, enterprise and embedded networking applications. It also provides a variety of radio frequency (RF) semiconductor devices, wireless connectivity solutions and custom touch controllers for the wireless market. Its infrastructure software segment includes its mainframe, distributed and cyber security solutions, and its fiber channel storage area networking (FC SAN) business. The Company’s mainframe software provides DevOps, AIOps, Security and Data Management Systems solutions.

Broadcom Inc. is 4.42 over the past month and 2.37 over the past year, outperforming the FTSE Bursa Malaysia KLCI Index by 5.08 over the past month and 6.25 over the past year.