Swiss Materials Data Center (AI Picks and Shovels) Stocks

Socionext

Market Cap: JP¥461.9b

Designs, develops, manufactures, and sells system-on-chip (SoC), and solutions/services centering on SoC worldwide.

Penguin Solutions

Market Cap: US$2.8b

Designs, builds, deploys and manages enterprise solutions worldwide.

Vistance Networks

Market Cap: US$2.8b

Provides infrastructure solutions for communications, data center, and entertainment networks in the United States, Europe, the Middle East, Africa, the Asia Pacific, Caribbean, and Latin America.

NextNav

Market Cap: US$2.8b

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

Qi An Xin Technology Group

Market Cap: CN¥18.3b

A cybersecurity company, provides cybersecurity products and services for government, enterprises, and other institutions in China and internationally.

Southchip Semiconductor Technology(Shanghai)

Market Cap: CN¥17.9b

Engages in the research, design, development, and sale of analog and embedded chips in China and internationally.

Browave

Market Cap: NT$83.0b

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

Digi International

Market Cap: US$2.6b

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.

Freshworks

Market Cap: US$2.5b

A software development company, provides software-as-a-service products in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Shenzhen SDG Information

Market Cap: CN¥15.7b

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

Cetc Potevio Science&TechnologyLtd

Market Cap: CN¥14.8b

Provides network communication solutions in China and internationally.

TRS Information Technology

Market Cap: CN¥14.5b

Provides artificial intelligence, big data, and data security products and services in China.

POET Technologies

Market Cap: US$2.1b

Designs, develops, manufactures, and sells semiconductor products and services for commercial applications in the United States, Canada, the rest of North and South America, Europe, Malaysia, Singapore, China, and the rest of Asia.

Longshine Technology Group

Market Cap: CN¥13.6b

Engages in software development in China and internationally.

Skyworth Digital

Market Cap: CN¥13.2b

Provides home video entertainment and intelligent connectivity solutions in China and internationally.

Blackstone Digital Infrastructure Trust

Market Cap: US$2.0b

Blackstone Digital Infrastructure Trust is a newly organized company focused on acquiring and owning mission-critical data center assets that power the modern digital economy.

FS.COM

Market Cap: HK$14.6b

Provides DTC networking solutions to computing, data centers, enterprise networks, and telecommunications industry in China and internationally.

SinosoftLtd

Market Cap: CN¥12.3b

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

Shenzhen Kingdom Sci-Tech

Market Cap: CN¥12.3b

Engages in financial technology business in China.

C*Core Technology

Market Cap: CN¥12.3b

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

Five9

Market Cap: US$1.7b

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

Faraday Technology

Market Cap: NT$53.9b

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

Greatech Technology Berhad

Market Cap: RM 6.8b

An investment holding company, engages in the design and construction of customized factory automation solutions and system integration.

Dioo Microcircuits Jiangsu

Market Cap: CN¥10.4b

Engages in the research, development, design, manufacture, and sale of high-performance analog chips in China and internationally.

Hangzhou DPtech TechnologiesLtd

Market Cap: CN¥10.3b

Together with its subsidiary, engages in the development and sale of network and information security software in China, Hong Kong, and internationally.

Alpha and Omega Semiconductor

Market Cap: US$1.5b

Designs, develops, and supplies power semiconductor products for computing, consumer electronics, communication, and industrial applications in Hong Kong, China, South Korea, the United States, and internationally.

Karooooo

Market Cap: US$1.5b

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.

Tansun Technology

Market Cap: CN¥9.6b

Provides information technology (IT) solutions and services for financial industry customers in China and internationally.

Axera Semiconductor

Market Cap: HK$10.8b

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

Guangdong Shenglu Telecommunication Tech

Market Cap: CN¥8.9b

Guangdong Shenglu Telecommunication Tech.

Ituran Location and Control

Market Cap: US$1.3b

Provides location-based telematics services and machine-to-machine telematics products in Israel, Brazil, and internationally.

74Software

Market Cap: €1.1b

Operates as a software company in France.

Radware

Market Cap: US$1.2b

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

Northern Data

Market Cap: €1.0b

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

HIVE Digital Technologies

Market Cap: CA$1.6b

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

CEVA

Market Cap: US$1.2b

Provides silicon and software intellectual property (IP) solutions to semiconductor and original equipment manufacturer companies in the United States, Europe, the Middle East, the Asia Pacific, and internationally.