Indonesian Materials Data Center (AI Picks and Shovels) Stocks

NextNav

Market Cap: US$2.9b

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

ITI

Market Cap: ₹277.7b

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

Vistance Networks

Market Cap: US$2.7b

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.

Freshworks

Market Cap: US$2.6b

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¥17.6b

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

Socionext

Market Cap: JP¥402.1b

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

Digi International

Market Cap: US$2.4b

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.

Qi An Xin Technology Group

Market Cap: CN¥16.3b

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

Shenzhen SDG Information

Market Cap: CN¥15.3b

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

Browave

Market Cap: NT$67.9b

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

Wolfspeed

Market Cap: US$2.1b

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.

Cetc Potevio Science&TechnologyLtd

Market Cap: CN¥13.3b

Provides network communication solutions in China and internationally.

TRS Information Technology

Market Cap: CN¥13.2b

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

Blackstone Digital Infrastructure Trust

Market Cap: US$1.9b

Blackstone Digital Infrastructure Trust Inc.

POET Technologies

Market Cap: US$1.9b

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.

SinosoftLtd

Market Cap: CN¥12.0b

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

Longshine Technology Group

Market Cap: CN¥11.9b

Engages in software development in China and internationally.

FS.COM

Market Cap: HK$13.7b

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

Skyworth Digital

Market Cap: CN¥11.5b

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

Five9

Market Cap: US$1.6b

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

C*Core Technology

Market Cap: CN¥11.0b

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

Shenzhen Kingdom Sci-Tech

Market Cap: CN¥10.5b

Engages in financial technology business in China.

Greatech Technology Berhad

Market Cap: RM 6.2b

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

Faraday Technology

Market Cap: NT$46.4b

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

Guangdong Shenglu Telecommunication Tech

Market Cap: CN¥9.8b

Guangdong Shenglu Telecommunication Tech.

Dioo Microcircuits Jiangsu

Market Cap: CN¥9.5b

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

Hangzhou DPtech TechnologiesLtd

Market Cap: CN¥8.8b

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

Ituran Location and Control

Market Cap: US$1.3b

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

Tansun Technology

Market Cap: CN¥8.5b

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

Axera Semiconductor

Market Cap: HK$9.8b

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

74Software

Market Cap: €1.1b

Operates as a software company in France.

Radware

Market Cap: US$1.2b

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

Alpha and Omega Semiconductor

Market Cap: US$1.2b

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.

CEVA

Market Cap: US$1.1b

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.

Phoenix Group

Market Cap: د.إ3.8b

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

Sinodata

Market Cap: CN¥6.9b

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