Mexican Software Data Center (AI Picks and Shovels) Stocks

Socionext

Market Cap: JP¥425.2b

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

Keel Infrastructure

Market Cap: US$2.6b

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.

Vistance Networks

Market Cap: US$2.6b

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.

Cetc Potevio Science&TechnologyLtd

Market Cap: CN¥17.3b

Provides network communication solutions in China and internationally.

Freshworks

Market Cap: US$2.5b

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

POET Technologies

Market Cap: US$2.4b

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.

Shenzhen SDG Information

Market Cap: CN¥16.6b

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$76.5b

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

TRS Information Technology

Market Cap: CN¥16.3b

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

Penguin Solutions

Market Cap: US$2.4b

Designs, builds, deploys and manages enterprise solutions worldwide.

Digi International

Market Cap: US$2.3b

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.

Longshine Technology Group

Market Cap: CN¥15.6b

Engages in software development in China and internationally.

FS.COM

Market Cap: HK$17.3b

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

Skyworth Digital

Market Cap: CN¥14.1b

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

SinosoftLtd

Market Cap: CN¥13.5b

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

C*Core Technology

Market Cap: CN¥12.9b

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

Shenzhen Kingdom Sci-Tech

Market Cap: CN¥12.1b

Engages in financial technology business in China.

Blackstone Digital Infrastructure Trust

Market Cap: US$1.8b

Blackstone Digital Infrastructure Trust Inc.

Five9

Market Cap: US$1.7b

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

Axera Semiconductor

Market Cap: HK$12.7b

Provides artificial intelligence perception and edge computing chips in Mainland China, Hong Kong, Indonesia, South Korea, and Australia.

Hangzhou DPtech TechnologiesLtd

Market Cap: CN¥11.0b

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

Faraday Technology

Market Cap: NT$49.5b

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

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.

EmbedWay Technologies (Shanghai)

Market Cap: CN¥9.7b

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

Tansun Technology

Market Cap: CN¥9.6b

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

Guangdong Shenglu Telecommunication Tech

Market Cap: CN¥9.5b

Guangdong Shenglu Telecommunication Tech.

Phoenix Group

Market Cap: د.إ4.8b

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

74Software

Market Cap: €1.0b

Operates as a software company in France.

Sumavision TechnologiesLtd

Market Cap: CN¥8.2b

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

Dioo Microcircuits Jiangsu

Market Cap: CN¥8.1b

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

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.

Shaanxi Fenghuo Electronics

Market Cap: CN¥8.0b

Researches, produces, and sells of communications and electroacoustic equipment in China.

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.

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.

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 Stabilized, Value-add and Development opportunities.