PARAGUAY - 2024/08/03: In this photo illustration, the Advanced Micro Devices, Inc. (AMD) logo is ... [+] displayed on a smartphone screen. (Photo Illustration by Jaque Silva/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesOur theme of Internet Infrastructure Stocks which includes companies that sell hardware and software for server processors, graphics units, memory, and networking equipment, has returned about 16% year-to-date. This compares to the S&P 500 which remains up ...