Swiss Materials Data Center (AI Picks and Shovels) Stocks

Datasection

Market Cap: JP¥182.2b

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

Phoenix Group

Market Cap: د.إ4.1b

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

EmbedWay Technologies (Shanghai)

Market Cap: CN¥7.4b

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

Sumavision TechnologiesLtd

Market Cap: CN¥7.2b

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

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 Stabilized, Value-add and Development opportunities.

Shaanxi Fenghuo Electronics

Market Cap: CN¥7.0b

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

NTT DC REIT

Market Cap: US$1.0b

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

BeijingABT NetworksLtd

Market Cap: CN¥6.4b

Develops and provides visualized network security technology solutions in China.

Qiming Information TechnologyLtd

Market Cap: CN¥6.3b

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

Beijing SuperMap Software

Market Cap: CN¥6.3b

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

Sinodata

Market Cap: CN¥6.0b

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

Iress

Market Cap: AU$1.1b

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.

NSFOCUS Technologies Group

Market Cap: CN¥5.3b

Provides Internet and application security services in China and internationally.

Zhejiang Shengyang Science and TechnologyLtd

Market Cap: CN¥5.1b

Engages in the development, production, and sale of communication equipment in China, and internationally.

Team Group

Market Cap: NT$23.4b

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

Beijing ZZNode Technologies

Market Cap: CN¥5.0b

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

GB Group

Market Cap: UK£549.0m

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

Digi Power X

Market Cap: US$738.7m

An energy infrastructure company, develops data centers to drive the expansion of energy assets in the United States.

Everspin Technologies

Market Cap: US$733.0m

Manufactures and sells magnetoresistive random access memory (MRAM) technologies in the United States, Japan, Hong Kong, Germany, Singapore, Canada, and internationally.

Inspur Software

Market Cap: CN¥4.9b

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

Bit Digital

Market Cap: US$708.9m

Engages in the institutional grade ethereum treasury and staking business.

Napatech

Market Cap: NOK 6.4b

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

First Sensor

Market Cap: €579.0m

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.

Alpha Networks

Market Cap: NT$20.9b

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.

Tera Probe

Market Cap: JP¥103.3b

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

Gallant Precision Machining

Market Cap: NT$20.4b

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

Digital Core REIT

Market Cap: US$635.1m

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

Wuhan Kotei InformaticsLtd

Market Cap: CN¥4.1b

Provides integrated software solutions for intelligent networked vehicles in China.

HeNan Splendor Science & Technology

Market Cap: CN¥3.9b

HeNan Splendor Science & Technology Co., Ltd.

Fixstars

Market Cap: JP¥87.2b

Operates as a software company in Japan and internationally.

Ribbon Communications

Market Cap: US$542.5m

Provides communications technology in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Avantel

Market Cap: ₹47.0b

Designs, develops, manufactures and sells wireless communication products in India.

Sunsea AIoT Technology

Market Cap: CN¥3.3b

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

RDC Semiconductor

Market Cap: NT$14.4b

Designs and develops 16/32-bit microprocessors in Taiwan and internationally.

MosChip Technologies

Market Cap: ₹42.7b

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: ₹42.7b

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