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

ISB

Market Cap: JP¥25.0b

Engages in the provision of embedded software development services for mobile, medical, and automotive applications in Japan.

Wasko

Market Cap: zł545.3m

Designs, implements, and integrats software, information systems, and advanced industrial automation.

Quartix Technologies

Market Cap: UK£106.6m

Designs, develops, markets, and delivers vehicle telematics services in the United Kingdom, France, the United States, and other European Territories.

Potens Semiconductor

Market Cap: NT$4.6b

Designs, develops, and sells power discrete devices in Taiwan, Asia, Europe, and internationally.

Sangoma Technologies

Market Cap: CA$191.0m

Develops, manufactures, distributes, and supports voice and data connectivity components for software-based communication applications in the United States of America and internationally.

OptiCore

Market Cap: ₩206.7b

OptiCore Inc. design, develops, and produces optical solutions for wireless and transmission networks, data centers, and edge and cloud computing applications in South Korea.

Optical Cable

Market Cap: US$130.0m

Manufactures and sells fiber optic and copper data communications cabling and connectivity solutions primarily for the enterprise market in the United States and internationally.

ELEMENTS

Market Cap: JP¥20.8b

Provides data-based personal authentication and optimization solutions as backend-as-a-service to service providers across various industries in Japan.

WaveSplitter Technologies

Market Cap: NT$4.0b

Develops, manufactures, and distributes optical components and modules for optical communication and professional audio-video applications.

Link Bilgisayar Sistemleri Yazilimi ve Donanimi Sanayi ve Ticaret

Market Cap: ₺5.6b

Link Bilgisayar Sistemleri Yazilimi ve Donanimi Sanayi ve Ticaret A.S.

Aval Data

Market Cap: JP¥18.7b

Develops, manufactures, and sells industrial electronic equipment in Japan.

SoundThinking

Market Cap: US$111.3m

A public safety technology company, provides data-driven solutions and strategic advisory services for law enforcement, security teams, and civic leadership.

Genesis Technology

Market Cap: NT$3.6b

Engages in sales, installation, and maintenance of information software, computer equipment, and telecommunications equipment, as well as information system integration services in Taiwan.

ADC India Communications

Market Cap: ₹10.1b

Provides telecommunication and IT networking solutions to individual enterprise and telecom service provider in India and internationally.

ITEK

Market Cap: ₩137.3b

Provides various semiconductor test services in South Korea.

Ubiquoss Holdings

Market Cap: ₩130.5b

Manufactures and sells wired Internet data transmission equipment, such as Ethernet switch, FTTH (fiber-to-the-home) solutions, and VDSL2 equipment.

Netbay

Market Cap: ฿2.9b

Engages in the provision of Software as a Service (SaaS) for online electronic transactions between business-to-government, business-to-business, and business-to-consumer groups in Thailand.

Netas Telekomünikasyon

Market Cap: ₺4.1b

Provides end-to-end information and communication technology infrastructures to service providers and institutions in Turkey and internationally.

Cameo Communications

Market Cap: NT$2.8b

Manufactures and sells networking system equipment and components primarily in Taiwan.

Loihde Oyj

Market Cap: €70.0m

Through its subsidiaries, provides digital development and security solutions in Finland and internationally.

MEGAELECTRONICS

Market Cap: ₩116.8b

Designs, manufactures, and sells storage devices in South Korea.

Qualitas Semiconductor

Market Cap: ₩110.0b

Operates as a fabless SoC and IP company.

Calnex Solutions

Market Cap: UK£54.6m

Designs, produces, and markets test and measurement instrumentation and solutions for the telecoms and cloud computing industries in the Americas, North Asia, and internationally.

XAVi Technologies

Market Cap: NT$2.3b

Engages in the research, development, manufacture, and sale of networking communication products in Taiwan and the rest of Asia.

DMG Blockchain Solutions

Market Cap: CA$101.4m

Operates as a blockchain and data center technology company in North America.

RoyalTek

Market Cap: NT$2.3b

Provides satellite positioning and wireless communication technologies in Taiwan, Japan, the United States, Israel, and internationally.

FatPipe

Market Cap: US$63.7m

Develops application-aware, secure software-defined wide area network, secure access service edge, and network monitoring service (NMS) software solutions in the United States, India, and internationally.

LeRain Technology

Market Cap: NT$2.0b

Engages in the design, development, manufacturing, and sales of high-speed signal transmission interfaces and analog circuits in Taiwan, Mainland China, and internationally.

HG Semiconductor

Market Cap: HK$439.4m

An investment holding company, engages in designing, developing, manufacturing, subcontracting, and selling of semiconductor products in the People’s Republic of China.

Nera Telecommunications

Market Cap: S$68.0m

Designs, engineers, distributes, sells, services, installs, and maintains telecommunication systems and products in transmission networks and satellite communications and information technology networks.

Lokotech Group

Market Cap: NOK 494.3m

A management and holding company, builds intergrade blockchain mining infrastructure and computing hardware.

Proacta

Market Cap: zł191.4m

Develops and provides IT solutions.

MDS Tech

Market Cap: ₩74.3b

Provides embedded, and IT convergence and education solutions.

SmartDrive

Market Cap: JP¥8.1b

Engages in the development of data platforms and services that support the evolution of mobility services in Japan.

Synic SolutionLtd

Market Cap: ₩70.9b

Synic Solution Co., Ltd. provides semiconductor design solutions and foundry services to global fabless customers.

InvesTech Holdings

Market Cap: HK$371.8m

An investment holding company, engages in the network system integration, network infrastructure solutions, network professional services, smart office software solutions, and network equipment rental business.