Swedish Consumer Retailing Data Center (AI Picks and Shovels) Stocks

BOE HC SemiTek

Market Cap: CN¥13.0b

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

Hangzhou DPtech TechnologiesLtd

Market Cap: CN¥12.4b

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

Applied Optoelectronics

Market Cap: US$1.7b

Designs, manufactures, and sells fiber-optic networking products in the United States, Taiwan, and China.

Shenzhen SDG Information

Market Cap: CN¥12.2b

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

Phoenix Group

Market Cap: د.إ6.1b

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

Digi International

Market Cap: US$1.6b

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.

LandMark Optoelectronics

Market Cap: NT$48.9b

Engages in the manufacture and sale of optoelectronic semiconductors in Taiwan, China, the United States, and internationally.

Five9

Market Cap: US$1.5b

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

Faraday Technology

Market Cap: NT$45.3b

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

C*Core Technology

Market Cap: CN¥10.1b

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

Karooooo

Market Cap: US$1.4b

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.

Shaanxi Fenghuo Electronics

Market Cap: CN¥9.4b

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

74Software

Market Cap: €1.1b

Operates as a software company in France.

Sinodata

Market Cap: CN¥9.3b

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

EmbedWay Technologies (Shanghai)

Market Cap: CN¥9.3b

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

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.

Beijing SuperMap Software

Market Cap: CN¥9.0b

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

Inspur Software

Market Cap: CN¥8.5b

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

Sumavision TechnologiesLtd

Market Cap: CN¥8.1b

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

Magic Software Enterprises

Market Cap: US$1.1b

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

Guangdong Shenglu Telecommunication Tech

Market Cap: CN¥7.8b

Guangdong Shenglu Telecommunication Tech.

Penguin Solutions

Market Cap: US$1.1b

Designs, builds, deploys and manages enterprise solutions worldwide.

Northern Data

Market Cap: €903.9m

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

Yext

Market Cap: US$1.0b

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

DigiCo Infrastructure REIT

Market Cap: AU$1.5b

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.

NTT DC REIT

Market Cap: US$989.0m

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

NSFOCUS Technologies Group

Market Cap: CN¥6.9b

Provides Internet and application security services in China and internationally.

Radware

Market Cap: US$970.3m

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

VIA Technologies

Market Cap: NT$28.9b

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

Browave

Market Cap: NT$25.6b

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

Ituran Location and Control

Market Cap: US$806.5m

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

GB Group

Market Cap: UK£610.2m

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

Bit Digital

Market Cap: US$750.6m

Engages in the institutional grade ethereum treasury and staking business.

First Sensor

Market Cap: €593.4m

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.

PKSHA Technology

Market Cap: JP¥105.6b

Engages in the development of algorithmic solutions in Japan.