Israeli Retail Data Center (AI Picks and Shovels) Stocks

Wuxi NCE PowerLtd

Market Cap: CN¥15.0b

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

Applied Optoelectronics

Market Cap: US$2.1b

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

Phoenix Group

Market Cap: د.إ7.1b

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

Five9

Market Cap: US$1.9b

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

NextNav

Market Cap: US$1.7b

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

Faraday Technology

Market Cap: NT$45.3b

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

Sinodata

Market Cap: CN¥10.4b

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

Shenzhen Tianyuan DIC Information Technology

Market Cap: CN¥10.4b

Shenzhen Tianyuan DIC Information Technology Co., Ltd.

C*Core Technology

Market Cap: CN¥10.3b

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

Guangzhou Sie Consulting

Market Cap: CN¥10.0b

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

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.

Digi International

Market Cap: US$1.3b

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.

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.

EmbedWay Technologies (Shanghai)

Market Cap: CN¥9.0b

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

HIVE Digital Technologies

Market Cap: CA$1.8b

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

74Software

Market Cap: €1.1b

Operates as a software company in France.

LandMark Optoelectronics

Market Cap: NT$37.1b

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

Penguin Solutions

Market Cap: US$1.2b

Designs, builds, deploys and manages enterprise solutions worldwide.

Shenzhen SDG Information

Market Cap: CN¥8.5b

Manufactures and sells fiber- optic cable, wiring network equipment, and communication equipment in the People’s Republic of 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¥8.1b

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

Bit Digital

Market Cap: US$1.1b

Engages in the institutional grade ethereum treasury and staking business.

Guangdong Shenglu Telecommunication Tech

Market Cap: CN¥7.8b

Guangdong Shenglu Telecommunication Tech.

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.

Magic Software Enterprises

Market Cap: US$1.1b

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

Yext

Market Cap: US$1.0b

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

Northern Data

Market Cap: €898.8m

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

NTT DC REIT

Market Cap: US$1.0b

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

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.

NSFOCUS Technologies Group

Market Cap: CN¥6.7b

Provides Internet and application security services worldwide.

VIA Technologies

Market Cap: NT$27.8b

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

Wanma Technology

Market Cap: CN¥6.4b

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

Inspur Software

Market Cap: CN¥6.2b

Provides cloud computing and big data services in China.

Alpha and Omega Semiconductor

Market Cap: US$853.2m

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.

PKSHA Technology

Market Cap: JP¥128.4b

Engages in the development of algorithmic solutions in Japan.

POET Technologies

Market Cap: US$825.3m

Designs, develops, manufactures, and sells semiconductor products and services for commercial applications in the United States, Canada, Singapore, and China.