Qatari Software Data Center (AI Picks and Shovels) Stocks

DigiCo Infrastructure REIT

Market Cap: AU$1.3b

DigiCo Infrastructure REIT (DGT) is a diversified owner, operator and developer of data centres, with a global portfolio and broad investment mandate across Stabilised, Value-add and Development opportunities.

VIA Technologies

Market Cap: NT$29.4b

Engages in the programming, design, manufacture, and sale of semiconductors and PC chip sets in Taiwan, Hong Kong, and China.

Ituran Location and Control

Market Cap: US$904.4m

Provides location-based telematics services and machine-to-machine telematics products in Israel, Brazil, and internationally.

POET Technologies

Market Cap: US$891.8m

Designs, develops, manufactures, and sells semiconductor products and services for commercial applications in the United States, Canada, Singapore, and China.

Zhejiang Shengyang Science and TechnologyLtd

Market Cap: CN¥6.1b

Engages in the development, production, and sale of communication equipment in China, and internationally.

Inspur Software

Market Cap: CN¥6.0b

Provides cloud computing and big data services in China and internationally.

BeijingABT NetworksLtd

Market Cap: CN¥5.7b

Develops and provides visualized network security technology solutions in China.

Dioo Microcircuits Jiangsu

Market Cap: CN¥5.7b

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

Wuhan Kotei InformaticsLtd

Market Cap: CN¥5.4b

Provides integrated software solutions for intelligent networked vehicles in China.

HeNan Splendor Science & Technology

Market Cap: CN¥5.1b

HeNan Splendor Science & Technology Co., Ltd.

GB Group

Market Cap: UK£535.1m

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

Digital Core REIT

Market Cap: US$691.1m

Digital Core REIT (SGX: DCRU) is a leading pure-play data centre REIT listed in Singapore and sponsored by Digital Realty, the largest global data centre owner and operator.

Alpha and Omega Semiconductor

Market Cap: US$672.2m

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.

Yext

Market Cap: US$670.8m

Provides a platform that offers answers to consumer questions in North America and internationally.

First Sensor

Market Cap: €556.2m

Engages in the development, production, and sale of sensor chips, sensor components, sensors, and sensor systems in Germany, Austria, Switzerland, Rest of Europe, North America, Asia, and internationally.

Beijing ZZNode Technologies

Market Cap: CN¥4.5b

Provides operation support system software for information networks and information technology (IT) infrastructure to telecom operators and large enterprises in China and internationally.

Bit Digital

Market Cap: US$627.7m

Engages in the institutional grade ethereum treasury and staking business.

Team Group

Market Cap: NT$19.5b

Manufactures and trades in integrated circuit chip, memory, and computer peripheral equipment in Taiwan, Asia, America, Europe, and internationally.

HIVE Digital Technologies

Market Cap: CA$839.8m

A technology company, engages in the building and operating data centers powered by green energy in Bermuda and Paraguay.

Nanjing TDH TechnologyLtd

Market Cap: CN¥4.2b

Provides products and solutions in the field of judicial informatization primarily in China.

CEVA

Market Cap: US$569.5m

Provides silicon and software intellectual property (IP) solutions to semiconductor and original equipment manufacturer companies in the United States, Europe, the Middle East, the Asia Pacific, and internationally.

Aurionpro Solutions

Market Cap: ₹50.8b

Provides technology solutions in India, Asia-Pacific, and internationally.

Zhongfu Information

Market Cap: CN¥3.9b

Engages in the research, development, and sale of information security technology and products in China.

Alpha Networks

Market Cap: NT$17.6b

Engages in the research and development, design, manufacture, and sale of broadband products, wireless network products and computer network system equipment and components in Taiwan, Japan, the United States, and internationally.

Beijing Forever Technology

Market Cap: CN¥3.7b

Provides software development and technical services in the People’s Republic of China.

Sunsea AIoT Technology

Market Cap: CN¥3.7b

Provides Internet of Things products and services to telecom operators, ICT equipment vendors, system integrators, and enterprise customers in China and internationally.

Qtone Education Group (Guangdong)Ltd

Market Cap: CN¥3.6b

Provides online education services in China.

Shenzhen Kiwi Instruments

Market Cap: CN¥3.5b

Engages in the design, research, development, manufacture, and sale of analog and digital-analog hybrid integrated circuits in China.

Ribbon Communications

Market Cap: US$487.6m

Provides communications technology in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Allot

Market Cap: US$479.7m

Develops, sells, and markets network intelligence and security solutions in Israel, Europe, Asia, Oceania, the Americas, the Middle East, and Africa.

Avantel

Market Cap: ₹40.5b

Designs, develops, manufactures and sells wireless communication products in India.

Chaince Digital Holdings

Market Cap: US$436.7m

A digital fintech company, provides access to the AI-powered infrastructure, blockchain, and digital assets in the United States.

Beijing E-TechstarLtd

Market Cap: CN¥3.0b

Operates as digital energy, communications technology services, and Internet of Things solution provider in China.

MosChip Technologies

Market Cap: ₹38.9b

A semiconductor and system design company, designs, develops, manufactures, and sells system on chip technologies and Internet on Things solutions in India, North America, and the Asia Pacific.

Tera Probe

Market Cap: JP¥65.9b

Engages in the wafer testing, final testing, testing technology development, and worker dispatching businesses in Japan, Taiwan, rest of Asia, North America, and Europe.

Primeton Information Technologies

Market Cap: CN¥2.9b

Provides software infrastructure platform products and solutions in China.