Qatari Telecom Data Center (AI Picks and Shovels) Stocks

NTT DC REIT

Market Cap: US$951.2m

A Singapore real estate investment trust established with the principal investment strategy of investing, directly or indirectly.

Shaanxi Fenghuo Electronics

Market Cap: CN¥6.2b

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

Alpha and Omega Semiconductor

Market Cap: US$922.4m

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.

Sumavision TechnologiesLtd

Market Cap: CN¥6.2b

Provides video delivery solutions in China and internationally.

Iress

Market Cap: AU$1.3b

Engages in the designing and developing software and services for the financial services industry in the Asia Pacific, the United Kingdom and Europe, South Africa, and North America.

Axera Semiconductor

Market Cap: HK$6.6b

Provides cutting-edge perception and computing platform in Mainland China and internationally.

Qiming Information TechnologyLtd

Market Cap: CN¥5.6b

Provides enterprise digital operation, smart car and intelligent connectivity, and cloud solutions primarily in China.

Shenzhen Boshijie Technology

Market Cap: CN¥5.6b

Engages in the research and development, design, production, and sale of intelligent hardware products for the Internet of Things in China.

NSFOCUS Technologies Group

Market Cap: CN¥5.6b

Provides Internet and application security services in China and internationally.

Phoenix Group

Market Cap: د.إ2.9b

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

Inspur Software

Market Cap: CN¥5.4b

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

HIVE Digital Technologies

Market Cap: CA$1.1b

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

Sinodata

Market Cap: CN¥4.8b

Engages in application software development and the provision of technical services and related computer information system integration services in China and internationally.

GB Group

Market Cap: UK£517.8m

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

Kopin

Market Cap: US$663.0m

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.

Digital Core REIT

Market Cap: US$641.5m

A leading pure-play data center Singapore REIT listed on the Main Board of the Singapore Exchange Securities Trading Limited.

First Sensor

Market Cap: €542.8m

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¥4.0b

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

BeijingABT NetworksLtd

Market Cap: CN¥3.9b

Develops and provides visualized network security technology solutions in China.

Yext

Market Cap: US$564.4m

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

Shanghai Golden Bridge InfoTech

Market Cap: CN¥3.8b

Provides smart space information solutions and services in China.

Team Group

Market Cap: NT$17.8b

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

Tera Probe

Market Cap: JP¥88.3b

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

HeNan Splendor Science & Technology

Market Cap: CN¥3.4b

HeNan Splendor Science & Technology Co., Ltd.

Haoyun TechnologiesLtd

Market Cap: CN¥3.4b

Provides low-code platform and IoT platform construction and solutions in China.

BTQ Technologies

Market Cap: CA$692.4m

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.

Bit Digital

Market Cap: US$477.1m

Engages in the institutional grade ethereum treasury and staking business.

Alpha Networks

Market Cap: NT$15.4b

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

Wanma Technology

Market Cap: CN¥3.1b

Engages in research and development, production, system integration, and sales of communication and information equipment in China and internationally.

Gallant Precision Machining

Market Cap: NT$14.5b

Manufactures and sells flat panel display manufacturing and testing equipment, semiconductor packaging equipment, automation equipment, and related products in Taiwan, China, and internationally.

Napatech

Market Cap: NOK 4.3b

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

Avantel

Market Cap: ₹42.5b

Engages in the manufacturing of wireless communications products in India.

Computer Engineering & Consulting

Market Cap: JP¥71.3b

Operates as an independent system integrator in Japan.

D-Link

Market Cap: NT$14.1b

Researches, develops, and sells local area computer network systems, wireless local area computer networks, and spare parts for integrated circuits in Taiwan, India, and internationally.

ATP Yazilim ve Teknoloji Anonim Sirketi

Market Cap: ₺20.6b

Develops enterprise software and system solutions in Turkey, the Netherlands, Malta, China, and Europe.

Sunsea AIoT Technology

Market Cap: CN¥2.9b

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