Hong Kong Capital Goods Data Center (AI Picks and Shovels) Stocks

Phoenix Group

Market Cap: د.إ8.3b

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

NextNav

Market Cap: US$2.1b

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

Wuxi NCE PowerLtd

Market Cap: CN¥14.8b

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

Five9

Market Cap: US$1.9b

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

WNC

Market Cap: NT$55.7b

Engages in research and development, manufacture, and sale of satellite communication systems, and mobile and portable communication equipment in the Americas, Asia, Europe, and Internationally.

Karooooo

Market Cap: US$1.8b

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.

Hangzhou DPtech TechnologiesLtd

Market Cap: CN¥12.0b

Together with its subsidiary, Hangzhou Deepin Information Technology Co., Ltd., engages in the research and development, production, and sale of network security and application delivery products in China, Hong Kong, and internationally.

Applied Optoelectronics

Market Cap: US$1.6b

Designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China.

Sinodata

Market Cap: CN¥11.1b

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

Guangzhou Sie Consulting

Market Cap: CN¥11.0b

Operates as solution provider in the fields of industrial Internet and intelligent manufacturing, core ERP, and business operation center in China.

EmbedWay Technologies (Shanghai)

Market Cap: CN¥10.3b

Operates as a network visibility infrastructure and intelligent system platform vendor in China.

Shenzhen Tianyuan DIC Information Technology

Market Cap: CN¥10.3b

Shenzhen Tianyuan DIC Information Technology Co., Ltd.

Bitfarms

Market Cap: CA$2.0b

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

C*Core Technology

Market Cap: CN¥10.0b

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

Digi International

Market Cap: US$1.4b

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.

Penguin Solutions

Market Cap: US$1.4b

Engages in the designing and development of enterprise solutions worldwide.

Navitas Semiconductor

Market Cap: US$1.4b

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

Faraday Technology

Market Cap: NT$41.2b

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

LandMark Optoelectronics

Market Cap: NT$41.1b

Engages in the manufacture and sale of optoelectronic semiconductors in Taiwan, China, 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.

Northern Data

Market Cap: €1.1b

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

74Software

Market Cap: €1.1b

Operates as a software company in France.

Mercurity Fintech Holding

Market Cap: US$1.3b

A digital fintech company, provides access to the AI-powered infrastructure, blockchain, and digital assets in the United States.

Shenzhen SDG Information

Market Cap: CN¥8.7b

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

Nanjing Panda Electronics

Market Cap: CN¥8.7b

Engages in the smart transportation and safe city, industrial internet and intelligent manufacturing, and green and service-oriented electronic manufacturing businesses in China.

Sumavision TechnologiesLtd

Market Cap: CN¥8.3b

Provides video delivery solutions for broadcast, cable, satellite, internet, and mobile and telco video service worldwide.

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.

Beijing SuperMap Software

Market Cap: CN¥8.1b

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

Guangdong Shenglu Telecommunication Tech

Market Cap: CN¥7.6b

Guangdong Shenglu Telecommunication Tech.

Yext

Market Cap: US$1.1b

Provides a platform that offers answers to consumer questions in North America and internationally.

NTT DC REIT

Market Cap: US$1.0b

Primarily invests in data center assets owned and operated by NTT DATA.

VIA Technologies

Market Cap: NT$30.6b

Engages in the programming, design, manufacture, and sale of semiconductors and PC chip sets in Taiwan, Hong Kong, and China.

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 Stabilised, Value-add and Development opportunities.

Bit Digital

Market Cap: US$947.8m

Engages in the bitcoin mining business.

Magic Software Enterprises

Market Cap: US$945.2m

Provides proprietary application development, vertical software solutions, business process integration, information technologies (IT) outsourcing software services, and cloud-based services worldwide.

Wanma Technology

Market Cap: CN¥6.6b

Engages in the research and development, production, system integration, and sales of communication and medical information equipment.