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Thank you dear, when I look at the infrastructure ETF, I see mostly the same companies as in other ETFs. Nvidia, Broadcom, ASML, TSMC, Microsoft, Apple, Alphabet, Amazon. But I would like to see the companies that build the infrastructure and rent out data centers. Such as Vertiv, Quanta Service, IES Holding, Modine Manufaktur, Digital Realität, etc. Or even electricity suppliers.
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