Norwegian Software Data Center (AI Picks and Shovels) Stocks

ISB

Market Cap: JP¥20.8b

Engages in the provision of embedded software development services for mobile, medical, and automotive applications in Japan.

Qualitas Semiconductor

Market Cap: ₩183.3b

Operates as a fabless SoC and IP company.

Link Bilgisayar Sistemleri Yazilimi ve Donanimi Sanayi ve Ticaret

Market Cap: ₺5.2b

Link Bilgisayar Sistemleri Yazilimi ve Donanimi Sanayi ve Ticaret A.S.

ELEMENTS

Market Cap: JP¥17.8b

Provides data-based personal authentication and optimization solutions as backend as a service-to-service providers across various industries in Japan.

Aval Data

Market Cap: JP¥17.4b

Develops, manufactures, and sells industrial electronic equipment in Japan.

OptiCore

Market Cap: ₩154.9b

OptiCore Inc. design, develops, and produces optical solutions for wireless and transmission networks, data centers, and edge and cloud computing applications in South Korea.

Wasko

Market Cap: zł369.3m

Designs, implements, and integrats software, information systems, and advanced industrial automation.

Ubiquoss Holdings

Market Cap: ₩147.9b

Manufactures and sells wired Internet data transmission equipment, such as Ethernet switch, FTTH (fiber-to-the-home) solutions, and VDSL2 equipment.

XAVi Technologies

Market Cap: NT$3.1b

Engages in the research, development, manufacture, and sale of networking communication products in Taiwan and Asia.

MDS Tech

Market Cap: ₩142.4b

Provides embedded, and IT convergence and education solutions.

Netas Telekomünikasyon

Market Cap: ₺4.2b

Provides end-to-end information and communication technology infrastructures to service providers and institutions in Turkey and internationally.

Soluna Holdings

Market Cap: US$91.7m

Engages in the mining of cryptocurrency through data centres.

SoundThinking

Market Cap: US$89.8m

A public safety technology company, provides data-driven solutions and strategic advisory services for law enforcement, security teams, and civic leadership.

Potens Semiconductor

Market Cap: NT$2.8b

Designs, develops, and sells power discrete devices in Taiwan, Asia, Europe, and internationally.

Cameo Communications

Market Cap: NT$2.7b

Manufactures and sells networking system equipment and components primarily in Taiwan.

LeRain Technology

Market Cap: NT$2.7b

Engages in the design, development, manufacturing, and sales of high-speed I/O analog integrated circuits.

SmartDrive

Market Cap: JP¥11.9b

Engages in the development of data platforms and services that support the evolution of mobility services in Japan.

Loihde Oyj

Market Cap: €65.1m

Through its subsidiaries, provides digital development and security solutions in Finland.

RoyalTek

Market Cap: NT$2.4b

Provides satellite positioning and wireless communication technologies in Taiwan, Japan, the United States, and internationally.

SANDS LAB

Market Cap: ₩104.7b

Operates as a cyber threat intelligence company in South Korea.

HG Semiconductor

Market Cap: HK$557.5m

An investment holding company, designs, develops, manufactures, and sells semiconductor products in the People’s Republic of China.

ADC India Communications

Market Cap: ₹6.1b

Provides telecommunication and IT networking solutions to individual enterprise and telecom service provider in India and internationally.

Calnex Solutions

Market Cap: UK£44.9m

Designs, produces, and markets test and measurement instrumentation and solutions for the telecoms and cloud computing industries in the Americas, North Asia, and internationally.

UBIVELOX

Market Cap: ₩80.3b

Engages in the smart card and mobile convergence businesses worldwide.

Alarum Technologies

Market Cap: ₪160.3m

Provides web data collection solutions in North, South, and Central America, Europe, Southeast Asia, the Middle East, and Africa.

Optical Cable

Market Cap: US$51.9m

Manufactures and sells fiber optic and copper data communications cabling and connectivity solutions primarily for the enterprise market in the United States and internationally.

INITECH

Market Cap: ₩74.8b

An IT financial and security company, provides information security solutions in South Korea.

ForsideLtd

Market Cap: JP¥7.9b

An investment holding company, engages in prize, content, event, master rights, AI-related, and logistics-related businesses in Japan.

Bi Matrix

Market Cap: ₩72.0b

Engages in the business intelligence (BI)/big data/SCM software development, consulting, and installation activities in South Korea and internationally.

Lokotech Group

Market Cap: NOK 458.7m

A management and holding company, engages in the provision of software and hardware solution for crypto industry.

N2N Connect Berhad

Market Cap: RM 187.0m

An investment holding company, engages in the research and development of software packages in Malaysia, Hong Kong, China, and internationally.

Digital Media Professionals

Market Cap: JP¥6.6b

Engages in the intellectual property (IP) core license, product, and professional service business in Japan and internationally.

Information Technology Total Services

Market Cap: NT$1.2b

Provides applications and services of the information technology outsourcing (ITO), business process outsourcing (BPO), and innovative applications and services of the Internet of Things (IoT) services in China.

D.T.C. Enterprise

Market Cap: ฿1.2b

Provides global positioning system (GPS) product and services in Thailand.

DMG Blockchain Solutions

Market Cap: CA$48.5m

Operates as a blockchain and data center technology company in North America.

PIOLINK

Market Cap: ₩50.8b

Provides cloud data center optimization products and solutions in South Korea and internationally.