Luxembourg Materials Data Center (AI Picks and Shovels) Stocks

Rambus

Market Cap: US$11.9b

Manufactures and sells semiconductor products in the United States, South Korea, Singapore, and internationally.

Applied Optoelectronics

Market Cap: US$11.7b

Engages in the design, manufacture, and sale of fiber-optic networking products in the United States, Taiwan, and China.

Shanghai Biren Technology

Market Cap: HK$88.3b

Operates as a graphics processing unit (GPU) developer that researches and develops general computing systems.

SiTime

Market Cap: US$11.1b

Engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.

Ruijie Networks

Market Cap: CN¥73.9b

Engages in the design, research, and sale of network equipment, network security products, and cloud desktop solutions in China and internationally.

SenseTime Group

Market Cap: HK$82.1b

An investment holding company, research, develops and sells artificial intelligence software platforms in Mainland China, Northeast Asia, Southeast Asia, and internationally.

Tongfu MicroelectronicsLtd

Market Cap: CN¥70.9b

Provides integrated circuit (IC) encapsulation test services in China and internationally.

Nutanix

Market Cap: US$9.1b

Provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.

Advanced Fiber Resources (Zhuhai)

Market Cap: CN¥57.5b

Designs, manufactures, and sells passive optical components and modulators in China and internationally.

BYD Electronic (International)

Market Cap: HK$62.7b

An investment holding company, primarily engages in the design, manufacture, assembly, and sale of mobile handset components, modules, and other products in the People’s Republic of China and internationally.

Henan Shijia Photons Technology

Market Cap: CN¥54.6b

Henan Shijia Photons Technology Co., Ltd.

Jiangsu Etern

Market Cap: CN¥54.4b

Engages in the production and sales of optical cables and cables in China and internationally.

Semtech

Market Cap: US$7.9b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Hut 8

Market Cap: US$7.3b

Operates as an energy infrastructure platform that integrates power, digital infrastructure, and compute at scale to fuel energy-intensive use cases in the United States and Canada.

Cipher Digital

Market Cap: US$6.7b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

InnoScience (Suzhou) Technology Holding

Market Cap: HK$51.2b

InnoScience (Suzhou) Technology Holding Co., Ltd.

LandMark Optoelectronics

Market Cap: NT$201.2b

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

Riot Platforms

Market Cap: US$6.3b

Operates as a Bitcoin mining company in the United States.

SICC

Market Cap: CN¥42.3b

Engages in the research, development, production, and sale of silicon carbide substrate materials in China and internationally.

Yonyou Network TechnologyLtd

Market Cap: CN¥42.0b

Provides digital software and services to enterprises and public organizations in China and internationally.

CIG Shanghai

Market Cap: CN¥39.2b

Engages in the research and development, production, and sale of edge computing, industrial interconnection, and high-speed optical module products in China and internationally.

Rigetti Computing

Market Cap: US$4.9b

Through its subsidiaries, builds and operates quantum computers and the superconducting quantum processors the United States, the United Kingdom, rest of Europe, Asia, and internationally.

Jiangsu Hoperun Software

Market Cap: CN¥32.3b

Engages in financial technology, intelligent Internet of Things, and smart energy businesses in China, Japan, the United States, Singapore, and internationally.

Keppel DC REIT

Market Cap: S$5.7b

Keppel DC REIT was listed on the Singapore Exchange on 12 December 2014 as the first pure-play data centre REIT in Asia.

Ondas

Market Cap: US$4.4b

Provides private wireless, drone, and automated data solutions in the United States and internationally.

Silicon Motion Technology

Market Cap: US$4.3b

Designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in Taiwan, the United States, Korea, China, Malaysia, Singapore, and internationally.

Vistance Networks

Market Cap: US$4.3b

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.

AXT

Market Cap: US$3.5b

Designs, develops, manufactures, and distributes compound and single element semiconductor substrates.

Browave

Market Cap: NT$96.6b

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

Qi An Xin Technology Group

Market Cap: CN¥20.8b

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

ITI

Market Cap: ₹277.9b

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

FS.COM

Market Cap: HK$20.6b

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

Longshine Technology Group

Market Cap: CN¥17.7b

Engages in software development in China and internationally.

Shenzhen SDG Information

Market Cap: CN¥17.6b

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

CleanSpark

Market Cap: US$2.6b

Operates as a bitcoin mining company in the Americas.

TRS Information Technology

Market Cap: CN¥16.3b

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