TSPA Rides AI Infrastructure Stocks to Triple-Digit Gains

The T. Rowe Price U.S. Equity Research ETF (TSPA) holds five stocks Morningstar flagged as top AI infrastructure performers in 2026, including SanDisk, Intel, Western Digital, Seagate, and Oracle. SanDisk surged 464.5% on NAND flash memory pricing, while Intel rose 197.1% on server processor demand. Hard-disk drive consolidation has given Western Digital and Seagate pricing power through at least 2030, while Oracle's data center expansion is fueling power infrastructure demand. TSPA returned 12.55% over the past month, attracted $430.5 million in inflows, and holds nearly $3 billion in assets under management.