The back-end infrastructure supporting the global digital economy.
| Stock | Thesis & Rationale |
|---|---|
| NETWEB 40% Weight | Only listed player in Indian supercomputing and storage. |
| E2E 35% Weight | First cloud provider in India focusing on GPUs and AI compute. |
| BHARTIARTL 25% Weight | Nxtra data centres becoming a significant growth pillar. |
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