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Atoms Bits Long '26: Telecom Infrastructure
5 tickers · $675.56B total market cap
Group: Atoms Bits Long
Capital is shifting from software ('bits') to physical infrastructure and materials ('atoms') as AI's exponential growth drives unprecedented demand for real-world assets. This creates a premium for physical constraints, concentrated supply, and multi-year qualification cycles across defense, electrification, aerospace, and AI infrastructure.
Atoms Bits Long '26: Telecom Infrastructure tracks 5 publicly listed stocks in this theme: AMT, SBAC, T, TMUS, VZ. See the constituent table for details.
Thesis update: 2026-03-02
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
T-Mobile US, Inc.TMUS | 04/28/2026 (AMC) | 04/28/2026 (AMC) | 4.75% | 8.44% | -14.93% | -2.40% | $206.32B | 20.0000 |
Verizon Communications Inc.VZ | 04/27/2026 (BMO) | 04/27/2026 (BMO) | 11.83% | 1.85% | 4.18% | 1.06% | $195.25B | 20.0000 |
AT&T Inc.T | 04/22/2026 (BMO) | 04/22/2026 (BMO) | 9.26% | 2.82% | 2.98% | -6.13% | $169.75B | 20.0000 |
American Tower CorporationAMT | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -3.98% | 1.65% | -3.93% | 2.70% | $82.68B | 20.0000 |
SBA Communications CorporationSBAC | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 4.68% | 1.66% | 7.36% | -6.19% | $21.57B | 20.0000 |
| Average | 5.31% | 3.28% | -0.87% | -2.19% | $135.11B | 20.0000 | ||
| Median | 4.75% | 1.85% | 2.98% | -2.40% | $169.75B | 20.0000 | ||
| Std Dev | 5.39% | 2.61% | 7.94% | 3.63% | $71.45B | 0.0% | ||
| Min | -3.98% | 1.65% | -14.93% | -6.19% | $21.57B | 20.0000 | ||
| Max | 11.83% | 8.44% | 7.36% | 2.70% | $206.32B | 20.0000 | ||
| % Positive Tickers | 80.00% | 100.00% | 60.00% | 40.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.