Belgian Software Data Center (AI Picks and Shovels) Stocks

Applied Optoelectronics

Market Cap: US$2.6b

Designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China.

Navitas Semiconductor

Market Cap: US$2.6b

Designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally.

Wuxi NCE PowerLtd

Market Cap: CN¥17.8b

Engages in the research, design, development, and sale of semiconductor chips and power devices in China and internationally.

SinosoftLtd

Market Cap: CN¥17.1b

Engages in the research and development of computer software, applications, and services in China and internationally.

NextNav

Market Cap: US$2.3b

Provides positioning, navigation, and timing (PNT) solutions in the United States.

LandMark Optoelectronics

Market Cap: NT$72.4b

Engages in the manufacture and sale of optoelectronic semiconductors in Taiwan, China, the United States, and internationally.

BOE HC SemiTek

Market Cap: CN¥14.5b

A semiconductor technology company, researches, develops, produces, and sells light emitting diode (LED) substrate wafers, epitaxial wafers, and chips in China and internationally.

Extreme Networks

Market Cap: US$2.0b

Develops, markets, and sells network infrastructure equipment and related software in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Hangzhou DPtech TechnologiesLtd

Market Cap: CN¥12.7b

Together with its subsidiary, Hangzhou Deepin Information Technology Co., Ltd., engages in the network security related businesses in China, Hong Kong, and internationally.

Planisware SAS

Market Cap: €1.5b

Operates as a business-to-business software-as-a-service provider in Europe, North America, the Asia-Pacific, and internationally.

C*Core Technology

Market Cap: CN¥11.6b

A chip design company, offers IP authorization, chip customization, and independent chip and module products in China.

Digi International

Market Cap: US$1.6b

Provides business and mission-critical Internet of Things (IoT) connectivity products, services, and solutions in the United States, Europe, the Middle East, Africa, and internationally.

Shaanxi Fenghuo Electronics

Market Cap: CN¥11.4b

Researches, produces, and sells of communications and electroacoustic equipment in China.

Phoenix Group

Market Cap: د.إ6.0b

Provides crypto and cloud mining services in the United Arab Emirates, Oman, CIS, Canada, the United States, and internationally.

Bitfarms

Market Cap: CA$2.2b

Operates integrated bitcoin data centers in Canada, the United States, Paraguay, and Argentina.

Guangdong Shenglu Telecommunication Tech

Market Cap: CN¥11.0b

Guangdong Shenglu Telecommunication Tech.

Sinodata

Market Cap: CN¥10.4b

Engages in application software development and the provision of technical services and related computer information system integration services in China and internationally.

Five9

Market Cap: US$1.5b

Provides intelligent cloud software for contact centers in the United States and internationally.

Shenzhen SDG Information

Market Cap: CN¥10.2b

Manufactures and sells fiber- optic cable, wiring network equipment, and communication equipment in the People’s Republic of China and internationally.

EmbedWay Technologies (Shanghai)

Market Cap: CN¥10.1b

Engages in the provision of network visibility, intelligent system platforms, and intelligent computing solutions and services in China.

Faraday Technology

Market Cap: NT$45.1b

Operates as a fabless ASIC/SoC and silicon intellectual property (IP) provider in China, Taiwan, Japan, the United States, and internationally.

Karooooo

Market Cap: US$1.4b

Provides a mobility software-as-a-service (SaaS) platform for connected vehicles in South Africa, the rest of Africa, Europe, the Asia-Pacific, the Middle East, and the United States.

Beijing SuperMap Software

Market Cap: CN¥9.8b

Provides geographic information system and spatial intelligence software products and services in China and internationally.

Magic Software Enterprises

Market Cap: US$1.3b

Provides proprietary application development, vertical software solutions, business process integration, information technologies (IT) outsourcing software services, and cloud-based services worldwide.

u-blox Holding

Market Cap: CHF 1.0b

Develops, manufactures, and markets products and services supporting GPS/GNSS satellite positioning systems for the automotive and transport, healthcare, asset tracking and management, industrial automation and monitoring, and consumer markets.

74Software

Market Cap: €1.1b

Operates as a software company in France.

Sumavision TechnologiesLtd

Market Cap: CN¥8.6b

Provides video delivery solutions for broadcast, cable, satellite, internet, and mobile and telco video service in China and internationally.

Qiming Information TechnologyLtd

Market Cap: CN¥8.1b

Provides enterprise digital operation, smart car and intelligent connectivity, and cloud solutions primarily in China.

Penguin Solutions

Market Cap: US$1.1b

Designs, builds, deploys and manages enterprise solutions worldwide.

Radware

Market Cap: US$1.1b

Develops, manufactures, and markets cyber security and application delivery solutions for cloud, on-premises, and software defined data canters.

POET Technologies

Market Cap: US$1.1b

Designs, develops, manufactures, and sells semiconductor products and services for commercial applications in the United States, Canada, Singapore, and China.

NTT DC REIT

Market Cap: US$1.0b

Primarily invests in data center assets owned and operated by NTT DATA.

DigiCo Infrastructure REIT

Market Cap: AU$1.5b

DigiCo Infrastructure REIT (DGT) is a diversified owner, operator and developer of data centres, with a global portfolio and broad investment mandate across Stabilised, Value-add and Development opportunities.

Browave

Market Cap: NT$30.8b

Engages in the design, manufacture, and sale of optical fiber communication components in Taiwan and internationally.

Yext

Market Cap: US$960.2m

Provides a platform that offers answers to consumer questions in North America and internationally.

Northern Data

Market Cap: €812.1m

Develops and operates high-performance computing (HPC) and artificial intelligence (AI) solutions in Europe and North America.