Global Telecom Data Center (AI Picks and Shovels) Stocks

ITI

Market Cap: ₹279.4b

Engages in the manufacture, sale, and servicing of telecommunication equipment and building communication network infrastructures in India.

Socionext

Market Cap: JP¥469.2b

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

Freshworks

Market Cap: US$2.9b

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

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.

Keel Infrastructure

Market Cap: US$2.8b

Operates digital and energy infrastructure with focus on high-performance computing (HPC) and artificial intelligence (AI) workloads in North America, Canada, and the United States.

Southchip Semiconductor Technology(Shanghai)

Market Cap: CN¥18.2b

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

Qi An Xin Technology Group

Market Cap: CN¥17.5b

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

Tongyu Communication

Market Cap: CN¥16.2b

Engages in the research, development, production, and sale of communication antennas and radio frequency devices worldwide.

NextNav

Market Cap: US$2.2b

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

Skyworth Digital

Market Cap: CN¥13.3b

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

Five9

Market Cap: US$1.9b

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

Browave

Market Cap: NT$60.4b

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

Blackstone Digital Infrastructure Trust

Market Cap: US$1.9b

Blackstone Digital Infrastructure Trust Inc.

Wolfspeed

Market Cap: US$1.8b

A semiconductor company, focuses on silicon carbide materials and devices for power applications in Europe, Hong Kong, Singapore, China, rest of Asia Pacific, Japan, the United States, and internationally.

Omat Advanced Materials (Guangdong)Ltd

Market Cap: CN¥11.7b

Omat Advanced Materials (Guangdong) Co.,Ltd.

Faraday Technology

Market Cap: NT$55.5b

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

FS.COM

Market Cap: HK$13.5b

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

Cetc Potevio Science&TechnologyLtd

Market Cap: CN¥11.6b

Provides network communication solutions in China and internationally.

TRS Information Technology

Market Cap: CN¥11.3b

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

SinosoftLtd

Market Cap: CN¥10.8b

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

Longshine Technology Group

Market Cap: CN¥10.2b

Engages in software development in China and internationally.

Dioo Microcircuits Jiangsu

Market Cap: CN¥10.0b

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

Hangzhou DPtech TechnologiesLtd

Market Cap: CN¥10.0b

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

POET Technologies

Market Cap: US$1.4b

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.

Greatech Technology Berhad

Market Cap: RM 5.8b

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

Shenzhen Kingdom Sci-Tech

Market Cap: CN¥9.2b

Engages in financial technology business in China.

Radware

Market Cap: US$1.3b

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

Guangdong Shenglu Telecommunication Tech

Market Cap: CN¥8.6b

Guangdong Shenglu Telecommunication Tech.

CEVA

Market Cap: US$1.3b

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.

EmbedWay Technologies (Shanghai)

Market Cap: CN¥8.2b

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

74Software

Market Cap: €1.0b

Operates as a software company in France.

Alpha and Omega Semiconductor

Market Cap: US$1.1b

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.

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.

Axera Semiconductor

Market Cap: HK$7.8b

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

DigiCo Infrastructure REIT

Market Cap: AU$1.4b

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.