Polish Materials Data Center (AI Picks and Shovels) Stocks

Link Bilgisayar Sistemleri Yazilimi ve Donanimi Sanayi ve Ticaret

Market Cap: ₺6.2b

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

Genesis Technology

Market Cap: NT$4.0b

Engages in sales, installation, and maintenance of information software, computer equipment, and telecommunications equipment, as well as information system integration services in Taiwan.

Qualitas Semiconductor

Market Cap: ₩183.0b

Operates as a fabless SoC and IP company.

ADC India Communications

Market Cap: ₹11.2b

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

Sangoma Technologies

Market Cap: CA$158.7m

Develops, manufactures, distributes, and supports voice and data connectivity components for software-based communication applications in the United States of America and internationally.

Aval Data

Market Cap: JP¥16.9b

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

Ubiquoss Holdings

Market Cap: ₩159.7b

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

ITEK

Market Cap: ₩159.3b

Provides various semiconductor test services in South Korea.

SoundThinking

Market Cap: US$99.9m

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

MEGAELECTRONICS

Market Cap: ₩151.4b

Designs, manufactures, and sells storage devices in South Korea.

Netas Telekomünikasyon

Market Cap: ₺4.5b

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

ELEMENTS

Market Cap: JP¥15.4b

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

XAVi Technologies

Market Cap: NT$3.0b

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

FatPipe

Market Cap: US$87.0m

Develops application-aware, secure software-defined wide area network, secure access service edge, and network monitoring service (NMS) software solutions in the United States, India, and internationally.

Done.ai Group

Market Cap: SEK 782.6m

Provides delivering proprietary enterprise resource planning systems to small, medium, and large companies through cloud-based services and software as a service.

Loihde Oyj

Market Cap: €70.1m

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

DMG Blockchain Solutions

Market Cap: CA$109.7m

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

Calnex Solutions

Market Cap: UK£58.1m

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

Cameo Communications

Market Cap: NT$2.4b

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

RoyalTek

Market Cap: NT$2.3b

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

LeRain Technology

Market Cap: NT$2.2b

Engages in the design, development, manufacturing, and sales of high-speed signal transmission interfaces and analog circuits in Taiwan, Mainland China, and internationally.

Alarum Technologies

Market Cap: ₪201.9m

Provides web data collection solutions in North, South, and Central America, Europe, Southeast Asia, the Middle East, China, Hong Kong, Israel, the United Arab Emirates, and Africa.

MDS Tech

Market Cap: ₩102.9b

Provides embedded, and IT convergence and education solutions.

Synic SolutionLtd

Market Cap: ₩102.7b

Synic Solution Co., Ltd. provides semiconductor design solutions and foundry services to global fabless customers.

WooriNet

Market Cap: ₩94.1b

Designs, manufactures, and supplies fiber optics transmission and wireline access network systems to telecommunications service providers in South Korea.

HG Semiconductor

Market Cap: HK$457.0m

An investment holding company, engages in designing, developing, manufacturing, subcontracting, and selling of semiconductor products in the People’s Republic of China.

Netbay

Market Cap: ฿1.9b

Engages in the provision of Software as a Service (SaaS) for online electronic transactions between business-to-government, business-to-business, and business-to-consumer groups in Thailand.

Proacta

Market Cap: zł199.6m

Develops and provides IT solutions.

Digital Media Professionals

Market Cap: JP¥8.7b

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

SANDS LAB

Market Cap: ₩77.1b

Operates as a cyber threat intelligence company in South Korea.

Nera Telecommunications

Market Cap: S$62.2m

Designs, engineers, distributes, sells, services, installs, and maintains telecommunication systems and products in transmission networks and satellite communications and information technology networks.

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.

SmartDrive

Market Cap: JP¥7.3b

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

Lokotech Group

Market Cap: NOK 429.3m

A management and holding company, builds intergrade blockchain mining infrastructure and computing hardware.

UBIVELOX

Market Cap: ₩60.0b

Engages in the smart card and mobile convergence businesses worldwide.

D.T.C. Enterprise

Market Cap: ฿1.2b

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