Dutch Media Data Center (AI Picks and Shovels) Stocks

Fiberhome Telecommunication Technologies

Market Cap: CN¥55.7b

Fiberhome Telecommunication Technologies Co., Ltd.

SenseTime Group

Market Cap: HK$56.1b

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

Allegro MicroSystems

Market Cap: US$6.8b

Designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for sensing, motion control, and power management functions of complex electromechanical or power conversion systems.

SICC

Market Cap: CN¥45.0b

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

Soitec

Market Cap: €5.2b

Develops and manufactures semiconductor materials in Asia, Europe, and the United States.

InnoScience (Suzhou) Technology Holding

Market Cap: HK$41.0b

InnoScience (Suzhou) Technology Holding Co., Ltd.

Yonyou Network TechnologyLtd

Market Cap: CN¥33.1b

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

Octave Intelligence

Market Cap: US$4.9b

Provides various software solutions.

AXT

Market Cap: US$4.5b

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

Sterlite Technologies

Market Cap: ₹423.6b

Manufactures and sells telecom products in India and internationally.

Ondas

Market Cap: US$4.3b

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

Wuxi NCE PowerLtd

Market Cap: CN¥22.4b

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

Navitas Semiconductor

Market Cap: US$3.1b

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

Digi International

Market Cap: US$2.7b

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$2.6b

Designs, builds, deploys and manages enterprise solutions worldwide.

Five9

Market Cap: US$2.3b

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

Socionext

Market Cap: JP¥327.5b

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

SinosoftLtd

Market Cap: CN¥11.5b

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

Greatech Technology Berhad

Market Cap: RM 6.4b

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

Shenzhen Kingdom Sci-Tech

Market Cap: CN¥10.2b

Engages in financial technology business in China.

Longshine Technology Group

Market Cap: CN¥9.9b

Engages in software development in China and internationally.

POET Technologies

Market Cap: US$1.4b

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.

Fractal Analytics

Market Cap: ₹133.7b

Provides artificial intelligence (AI) and analytics solutions to automate business workflows, extract insights from data, and optimize enterprise operations.

74Software

Market Cap: €1.1b

Operates as a software company in France.

Dioo Microcircuits Jiangsu

Market Cap: CN¥8.4b

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

Suzhou Oriental Semiconductor

Market Cap: CN¥8.1b

A semiconductor company, engages in the research, development, manufacture, and sale of power devices, digital power management ICs, digital real-time controllers, and automotive-grade analog front-end ICs in China and internationally.

NTT DC REIT

Market Cap: US$977.1m

A Singapore real estate investment trust established with the principal investment strategy of investing, directly or indirectly, in a diversified portfolio of stabilized income-producing real estate assets located globally that are used primarily for data center purposes, as well as assets necessary to support the digital economy.

NSFOCUS Technologies Group

Market Cap: CN¥6.4b

Provides Internet and application security services in China and internationally.

HIVE Digital Technologies

Market Cap: CA$1.2b

A technology company, builds and operates data centers powered by green energy in Bermuda, Paraguay, Sweden, and Canada.

Kopin

Market Cap: US$818.6m

Develops, manufactures, and sells microdisplays, subassemblies, and related components for defense, enterprise, industrial, and consumer products in the United States, the Asia-Pacific, Europe, and internationally.

Weebit Nano

Market Cap: AU$824.7m

Engages in the development of non-volatile memory using a resistive random access memory technology based on fab-friendly materials in South Korea and the United States.

Napatech

Market Cap: NOK 4.8b

Provides programmable smart network interface cards and data processing units solutions for cloud, enterprise, and telecom datacenter networks in the Americas and internationally.

GB Group

Market Cap: UK£346.1m

Provides identity data intelligence products and services in the United Kingdom, the United States, Australia, and internationally.

Nuix

Market Cap: AU$621.6m

Provides investigative analytics and intelligence software solutions in the Asia Pacific, the Americas, Europe, the Middle East, and Africa.

BTQ Technologies

Market Cap: CA$604.5m

Engages in the development of computer-based technology related to post-quantum cryptography for applications in blockchain and related technologies in Canada, Taiwan, Australia, and the United States.

Everspin Technologies

Market Cap: US$405.4m

Manufactures and sells magnetoresistive random access memory (MRAM) technologies in the United States, Japan, Hong Kong, Germany, Singapore, Canada, and internationally.