Swiss Consumer Durables Data Center (AI Picks and Shovels) Stocks

NTT DC REIT

Market Cap: US$951.2m

A Singapore real estate investment trust established with the principal investment strategy of investing, directly or indirectly.

Axera Semiconductor

Market Cap: HK$7.4b

Provides cutting-edge perception and computing platform in Mainland China and internationally.

Shaanxi Fenghuo Electronics

Market Cap: CN¥6.0b

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

Phoenix Group

Market Cap: د.إ3.2b

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

Sumavision TechnologiesLtd

Market Cap: CN¥5.8b

Provides video delivery solutions in China and internationally.

Iress

Market Cap: AU$1.2b

Engages in the designing and developing software and services for the financial services industry in the Asia Pacific, the United Kingdom and Europe, South Africa, and North America.

Shenzhen Boshijie Technology

Market Cap: CN¥5.8b

Engages in the research and development, design, production, and sale of intelligent hardware products for the Internet of Things in China.

Qiming Information TechnologyLtd

Market Cap: CN¥5.5b

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

NSFOCUS Technologies Group

Market Cap: CN¥5.3b

Provides Internet and application security services in China and internationally.

HIVE Digital Technologies

Market Cap: CA$1.1b

A technology company, engages in the building and operating data centers powered by green energy in Bermuda, Paraguay, Sweden, and Canada.

GB Group

Market Cap: UK£526.2m

Provides identity data intelligence products and services in the United Kingdom, the United States, Australia, and internationally.

Sinodata

Market Cap: CN¥4.8b

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

BeijingABT NetworksLtd

Market Cap: CN¥4.8b

Develops and provides visualized network security technology solutions in China.

Kopin

Market Cap: US$659.4m

Develops, manufactures, and sells microdisplays, subassemblies, and related components for defense, enterprise, industrial, and consumer products in the United States, the Asia-Pacific, Europe, and internationally.

Inspur Software

Market Cap: CN¥4.4b

Provides cloud computing and big data services in China and internationally.

Digital Core REIT

Market Cap: US$641.5m

A leading pure-play data center Singapore REIT listed on the Main Board of the Singapore Exchange Securities Trading Limited.

First Sensor

Market Cap: €532.4m

Engages in the development, production, and sale of sensor chips, sensor components, sensors, and sensor systems in Germany, Austria, Switzerland, Rest of Europe, North America, Asia, and internationally.

Tera Probe

Market Cap: JP¥96.2b

Engages in the wafer testing, final testing, testing technology development, and worker dispatching businesses in Japan, Taiwan, Asia, North America, and Europe.

Beijing ZZNode Technologies

Market Cap: CN¥3.9b

Provides operation support system software for information networks and information technology (IT) infrastructure to telecom operators and large enterprises in China and internationally.

Team Group

Market Cap: NT$17.8b

Manufactures and trades integrated circuit chips, memory, and computer peripheral equipment in Taiwan, Asia, America, Europe, and internationally.

Yext

Market Cap: US$546.4m

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

Bit Digital

Market Cap: US$519.5m

Engages in the institutional grade ethereum treasury and staking business.

Alpha Networks

Market Cap: NT$16.1b

Engages in the research and development, design, manufacture, and sale of broadband and wireless network products, and computer network system equipment and components in Taiwan, Japan, the United States, and internationally.

Datasection

Market Cap: JP¥80.7b

Provides AI data center/AI cloud, data science, marketing solutions, and system integration services in Japan, Chile, and Colombia.

HeNan Splendor Science & Technology

Market Cap: CN¥3.4b

HeNan Splendor Science & Technology Co., Ltd.

Northern Data

Market Cap: €430.8m

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

Haoyun TechnologiesLtd

Market Cap: CN¥3.3b

Provides low-code platform and IoT platform construction and solutions in China.

Gallant Precision Machining

Market Cap: NT$15.7b

Manufactures and sells flat panel display manufacturing and testing equipment, semiconductor packaging equipment, automation equipment, and related products in Taiwan, China, and internationally.

MosChip Technologies

Market Cap: ₹46.7b

A semiconductor and system design company, designs, develops, manufactures, and sells system on chip technologies and Internet on Things solutions in India, North America, and the Asia Pacific.

Aurionpro Solutions

Market Cap: ₹45.5b

Provides technology solutions in India, Asia-Pacific, and internationally.

Avantel

Market Cap: ₹45.2b

Engages in the manufacturing of wireless communications products in India.

Wanma Technology

Market Cap: CN¥3.2b

Engages in research and development, production, system integration, and sales of communication and information equipment in China and internationally.

Napatech

Market Cap: NOK 4.2b

Provides programmable smart network interface cards and data processing units solutions for cloud, enterprise, and telecom datacenter networks in the Americas and internationally.

Sunsea AIoT Technology

Market Cap: CN¥2.9b

Provides Internet of Things (IoT) products and services to telecom operators, ICT equipment vendors, system integrators, and enterprise customers in China and internationally.

ATP Yazilim ve Teknoloji Anonim Sirketi

Market Cap: ₺20.1b

Develops enterprise software and system solutions in Turkey, the Netherlands, Malta, China, and Europe.

Fixstars

Market Cap: JP¥68.8b

Operates as a software company in Japan and internationally.