Introducing Frontiers by MoneyFlows
I’m sure you’ve noticed how markets and stocks have decoupled in recent years.
Sectors don’t offer diversification.
Instead, stocks move thematically.
AI bottlenecks are proving to be powerful predictors of price action.
Back in the summer of 2025, we began to notice a rush of capital flowing into memory and storage stocks including Micron (MU), SanDisk (SNDK), Seagate (STX), and Western Digital (WDC).
Under the surface, quietly a massive wave of investment from hyperscalers began creating practically unlimited demand for NAND, DRAM, and HBM.
This caused memory and storage stocks to be mispriced…immediately.
And it didn’t stop there.
Huge needs for photonics and fiber optics also saw a bottleneck.
Unprecedented demand for increased speed for data centers, caused photonic players to skyrocket.
In Q3 of 2025, optical and photonics stocks including Lumentum (LITE), Coherent (COHR), and Corning (GLW) began rising day after day.
Institutional investors saw this trend for what it truly was…the next AI bottleneck.
And this bottleneck story keeps happening as data center and infrastructure buildouts see relentless demand.
Frontiers by MoneyFlows
We created Frontiers indices to help serious investors and money managers know the biggest AI-driven themes in the market…and the outlier stocks that matter.
Our 11 Frontiers include the following themes:
- AI Frontier
- Robotics
- Space
- Photonics
- Cybersecurity
- Next Generation Biotechnology
- Grid & Power
- Critical Materials
- Digital Infrastructure
- Digital Finance
- Medtech
Not only do you get access to the full Frontiers index, you’ll have access to each Outlier basket which holds our best stocks to play each theme.
Most of the Outlier baskets include high-scoring stocks with a long track record of institutional inflows.
Here is our Photonics Outliers index. It’s constructed with 9 top-tier companies highly levered to photonics and fiber optics.
(Our Frontiers indexes do not constitute personalized financial advice. Potential back-tested returns are purely hypothetical)
With many estimating that the data center backlog will last until 2030, there has never been a better time to understand the strongest frontiers in the market.
Don’t miss the next AI bottleneck.
Follow the flows into the biggest themes.
It’s that simple.