Equity Research Thematic Investing 13 March 2026 Thematic Investing Powering AI: 400+ Digital & Power Infrastructure Companies With our Tech colleagues calling for significant upside to hyperscaler capex consensus, we've compiled a list of 400+ 'pick & shovel' companies essential to digital & power infrastructure build out. Note: Information about non-covered and private companies in this report is provided for information purposes only and is not an investment recommendation by Barclays Research. The AI ar ...