Ivorian Software Data Center (AI Picks and Shovels) Stocks

Wuxi NCE PowerLtd

Market Cap: CN¥17.4b

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

Freshworks

Market Cap: US$2.4b

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

Southchip Semiconductor Technology(Shanghai)

Market Cap: CN¥16.9b

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

NextNav

Market Cap: US$2.2b

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

SinosoftLtd

Market Cap: CN¥15.0b

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

Shenzhen SDG Information

Market Cap: CN¥14.8b

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

Axera Semiconductor

Market Cap: HK$16.6b

Provides artificial intelligence perception and edge computing chips in Mainland China, Hong Kong, Indonesia, South Korea, and Australia.

AXT

Market Cap: US$2.1b

Designs, develops, manufactures, and distributes compound and single element semiconductor substrates.

Navitas Semiconductor

Market Cap: US$2.1b

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

Socionext

Market Cap: JP¥321.0b

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

Extreme Networks

Market Cap: US$1.9b

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

Digi International

Market Cap: US$1.9b

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.

C*Core Technology

Market Cap: CN¥12.9b

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

Browave

Market Cap: NT$58.2b

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

Hangzhou DPtech TechnologiesLtd

Market Cap: CN¥11.1b

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

Phoenix Group

Market Cap: د.إ5.3b

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¥9.8b

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

Guangdong Shenglu Telecommunication Tech

Market Cap: CN¥9.7b

Guangdong Shenglu Telecommunication Tech.

Shaanxi Fenghuo Electronics

Market Cap: CN¥9.6b

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

Five9

Market Cap: US$1.4b

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

Planisware SAS

Market Cap: €1.2b

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

Bitfarms

Market Cap: CA$1.8b

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

Faraday Technology

Market Cap: NT$41.3b

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

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.

Sinodata

Market Cap: CN¥8.6b

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

Tansun Technology

Market Cap: CN¥8.5b

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

Beijing SuperMap Software

Market Cap: CN¥8.4b

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

Sumavision TechnologiesLtd

Market Cap: CN¥8.3b

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

74Software

Market Cap: €957.0m

Operates as a software company in France.

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.

Qiming Information TechnologyLtd

Market Cap: CN¥7.3b

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

NSFOCUS Technologies Group

Market Cap: CN¥7.2b

Provides Internet and application security services in China and internationally.

Penguin Solutions

Market Cap: US$997.6m

Designs, builds, deploys and manages enterprise solutions worldwide.

Iress

Market Cap: AU$1.4b

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.

Ituran Location and Control

Market Cap: US$985.3m

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