German Software Data Center (AI Picks and Shovels) Stocks

Ituran Location and Control

Market Cap: US$1.1b

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

Qiming Information TechnologyLtd

Market Cap: CN¥7.4b

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

Beijing SuperMap Software

Market Cap: CN¥7.1b

Provides geographic information system and spatial intelligence software products and services 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.

CEVA

Market Cap: US$1.0b

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.

Sinodata

Market Cap: CN¥6.8b

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

NTT DC REIT

Market Cap: US$999.3m

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

BeijingABT NetworksLtd

Market Cap: CN¥6.3b

Develops and provides visualized network security technology solutions in China.

HIVE Digital Technologies

Market Cap: CA$1.2b

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

NSFOCUS Technologies Group

Market Cap: CN¥5.9b

Provides Internet and application security services in China and internationally.

Zhejiang Shengyang Science and TechnologyLtd

Market Cap: CN¥5.8b

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

Inspur Software

Market Cap: CN¥5.3b

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

Datasection

Market Cap: JP¥121.7b

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

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.

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.

Everspin Technologies

Market Cap: US$738.9m

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

GB Group

Market Cap: UK£527.0m

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

Wuhan Kotei InformaticsLtd

Market Cap: CN¥4.8b

Provides integrated software solutions for intelligent networked vehicles in China.

Team Group

Market Cap: NT$22.2b

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

MakinaRocks

Market Cap: ₩1.1t

Provides artificial intelligence and machine learning platforms and solutions for industrial automation, including model development, deployment, and monitoring for industry-specific applications.

HeNan Splendor Science & Technology

Market Cap: CN¥4.4b

HeNan Splendor Science & Technology Co., Ltd.

Digital Core REIT

Market Cap: US$648.0m

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

First Sensor

Market Cap: €553.1m

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.

Bit Digital

Market Cap: US$604.1m

Engages in the institutional grade ethereum treasury and staking business.

Tera Probe

Market Cap: JP¥95.2b

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$18.8b

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

Napatech

Market Cap: NOK 5.2b

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

Alpha Networks

Market Cap: NT$17.5b

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.

Sunsea AIoT Technology

Market Cap: CN¥3.8b

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

Beijing Forever Technology

Market Cap: CN¥3.7b

Provides software development and technical services in the People’s Republic of China.

Digi Power X

Market Cap: US$544.1m

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

Nanjing TDH TechnologyLtd

Market Cap: CN¥3.4b

Provides products and solutions in the field of judicial informatization primarily in China.

Zhongfu Information

Market Cap: CN¥3.3b

Engages in the research, development, and sale of information security technology and products in China.

Ribbon Communications

Market Cap: US$468.5m

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

RDC Semiconductor

Market Cap: NT$14.2b

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

Aurionpro Solutions

Market Cap: ₹42.4b

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