1. The article discusses the Q4 2024 earnings call presentation of Sterling Infrastructure, Inc. 2. It highlights the key financial results and performance metrics. 3. The presentation was published in conjunction with the company's stock (STRL) and is available on Seeking Alpha's website.

1. Brookfield Infrastructure Partners is a diversified infrastructure investor with strong FFO growth, focusing on Transportation, Utilities, Midstream, and Data sectors. 2. BIP is prioritizing the Data segment, allocating 72% of its capital backlog to data centers, which are poised for significant growth. 3. BIP has a low FFO payout ratio, aiming for 10% annual growth and offering a 5% dividend yield, with potential for future hikes.

1. ENB and BIP are leading diversified infrastructure companies with strong balance sheets and defensive, inflation-resistant business models; 2. The article compares the two companies side-by-side and argues for why only one is a buy at the moment; 3. The author highlights the impressive dividend growth and total return track records of both companies.

1. Big dividend infrastructure stocks have surged recently; 2. We discuss the two major catalysts for this surge; 3. Several opportunities remain very attractive in the space.

1. Brookfield Corporation has delivered a 77% total return since the Buy rating in May 2023; 2. The company excels in managing hard assets like infrastructure, real estate, and power generation; 3. Despite impressive returns, shares remain attractive due to robust growth outlook and undemanding valuation.

➀ Dholera, a 'smart city' twice the size of Mumbai, is poised to house India's first semiconductor fabrication plant, marking a significant milestone in the country's semiconductor aspirations. ➁ Dr. Kuldeep Arya discusses the infrastructure advantages of Dholera SIR, including its semiconductor-grade water and power supply, positioning it as the foundation for India's Silicon Valley. ➂ The region is investing in robust utility infrastructure, including dual-source power and renewable energy, to support a thriving semiconductor ecosystem. ➃ Connectivity projects are underway to enhance logistics and global market access. ➄ Innovative plug-and-play facilities are being developed to attract semiconductor units. ➅ Beyond semiconductors, Dholera is attracting investments in high-tech sectors like EVs and renewable energy. ➆ The city is designed with modern amenities to cater to the foreign workforce in the semiconductor industry.

➀ The HPC market, including servers and cloud, was valued at $372 billion in 2023, with a slight decrease from 2022. ➁ The on-prem HPC server market was $150 billion in 2023, expected to grow to $163 billion in 2024. ➂ HPC cloud market is projected to grow strongly, with a 21% increase in spending on public cloud resources for HPC workloads. ➃ HPC/AI storage continues to be the fastest-growing element, accounting for about 21% of on-prem HPC spending. ➄ Quantum computing market is expected to reach $15 billion by 2026, with a 22.1% annual growth rate.

1. Cohen & Steers Infrastructure Fund (UTF) offers a monthly dividend and a diversified portfolio of utility and infrastructure investments. 2. The fund's portfolio includes top utility companies and REITs, such as American Tower Corporation, Southern Company, and NextEra Energy. 3. Emerging technologies and increased demand for electricity, driven by AI and data centers, are expected to benefit UTF's portfolio over the next five years.

1. The author added to or initiated positions in five closed-end funds in June 2024, while selling out of two positions. 2. The market's upward trend was primarily driven by mega-cap tech stocks, with narrow participation. 3. The author discusses the strategy behind each investment decision, considering factors such as market trends, fund performance, and potential for future growth.

1. Infrastructure stocks have experienced significant declines, creating investment opportunities. 2. Smart money is heavily investing in infrastructure due to favorable macroeconomic trends and the need for new infrastructure. 3. Infrastructure companies offer defensive characteristics and inflation protection, making them attractive in current economic conditions.