Russian Software Data Center (AI Picks and Shovels) Stocks

Southchip Semiconductor Technology(Shanghai)

Market Cap: CN¥17.9b

Engages in the research, design, development, and sale of analog and embedded chips in China and internationally.

SinosoftLtd

Market Cap: CN¥16.1b

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

Socionext

Market Cap: JP¥362.3b

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

BOE HC SemiTek

Market Cap: CN¥14.3b

A semiconductor technology company, researches, develops, produces, and sells light emitting diode (LED) substrate wafers, epitaxial wafers, and chips in China and internationally.

NextNav

Market Cap: US$2.0b

Provides positioning, navigation, and timing (PNT) solutions in the United States.

Navitas Semiconductor

Market Cap: US$2.0b

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

Extreme Networks

Market Cap: US$2.0b

Develops, markets, and sells network infrastructure equipment and related software in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

C*Core Technology

Market Cap: CN¥11.9b

A chip design company, offers IP authorization, chip customization, and independent chip and module products in China.

Digi International

Market Cap: US$1.7b

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.

Shenzhen SDG Information

Market Cap: CN¥11.7b

Manufactures and sells fiber- optic cable, wiring network equipment, and communication equipment in the People’s Republic of China and internationally.

Hangzhou DPtech TechnologiesLtd

Market Cap: CN¥11.6b

Together with its subsidiary, Hangzhou Deepin Information Technology Co., Ltd., engages in the network security related businesses in China, Hong Kong, and internationally.

Guangdong Shenglu Telecommunication Tech

Market Cap: CN¥11.0b

Guangdong Shenglu Telecommunication Tech.

Phoenix Group

Market Cap: د.إ5.8b

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

Karooooo

Market Cap: US$1.5b

Provides a mobility software-as-a-service (SaaS) platform for connected vehicles in South Africa, the rest of Africa, Europe, the Asia-Pacific, the Middle East, and the United States.

Planisware SAS

Market Cap: €1.3b

Operates as a business-to-business software-as-a-service provider in Europe, North America, the Asia-Pacific, and internationally.

Shaanxi Fenghuo Electronics

Market Cap: CN¥10.0b

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

Five9

Market Cap: US$1.4b

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

Sinodata

Market Cap: CN¥9.6b

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

Bitfarms

Market Cap: CA$1.9b

Operates integrated bitcoin data centers in Canada, the United States, Paraguay, and Argentina.

Faraday Technology

Market Cap: NT$42.6b

Operates as a fabless ASIC/SoC and silicon intellectual property (IP) provider in China, Taiwan, Japan, the United States, and internationally.

EmbedWay Technologies (Shanghai)

Market Cap: CN¥9.2b

Engages in the provision of network visibility, intelligent system platforms, and intelligent computing solutions and services in China.

Beijing SuperMap Software

Market Cap: CN¥9.1b

Provides geographic information system and spatial intelligence software products and services in China and internationally.

Magic Software Enterprises

Market Cap: US$1.3b

Provides proprietary application development, vertical software solutions, business process integration, information technologies (IT) outsourcing software services, and cloud-based services worldwide.

u-blox Holding

Market Cap: CHF 1.0b

Develops, manufactures, and markets products and services supporting GPS/GNSS satellite positioning systems for the automotive and transport, healthcare, asset tracking and management, industrial automation and monitoring, and consumer markets.

74Software

Market Cap: €1.1b

Operates as a software company in France.

Browave

Market Cap: NT$39.5b

Engages in the design, manufacture, and sale of optical fiber communication components in Taiwan and internationally.

Sumavision TechnologiesLtd

Market Cap: CN¥8.6b

Provides video delivery solutions for broadcast, cable, satellite, internet, and mobile and telco video service in China and internationally.

Tansun Technology

Market Cap: CN¥8.3b

Provides information technology (IT) solutions and services for financial industry customers in China and internationally.

AXT

Market Cap: US$1.1b

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

Qiming Information TechnologyLtd

Market Cap: CN¥7.7b

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

Radware

Market Cap: US$1.1b

Develops, manufactures, and markets cyber security and application delivery solutions for cloud, on-premises, and software defined data canters.

NTT DC REIT

Market Cap: US$1.1b

Primarily invests in data center assets owned and operated by NTT DATA.

Penguin Solutions

Market Cap: US$1.0b

Designs, builds, deploys and manages enterprise solutions worldwide.

Iress

Market Cap: AU$1.5b

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

NSFOCUS Technologies Group

Market Cap: CN¥6.7b

Provides Internet and application security services in China and internationally.

Northern Data

Market Cap: €803.1m

Develops and operates high-performance computing (HPC) and artificial intelligence (AI) solutions in Europe and North America.