U.S. Consumer Durables Data Center (AI Picks and Shovels) Stocks

InnoScience (Suzhou) Technology Holding

Market Cap: HK$67.0b

InnoScience (Suzhou) Technology Holding Co., Ltd.

Phison Electronics

Market Cap: NT$262.4b

Designs, manufactures, and sells flash memory controllers and peripheral system applications in Asia, the United States, Europe, Australia, and internationally.

Tongfu MicroelectronicsLtd

Market Cap: CN¥58.9b

Provides integrated circuit (IC) encapsulation test services in China and internationally.

Cipher Mining

Market Cap: US$8.2b

Develops and operates industrial-scale data centers in the United States.

Ruijie Networks

Market Cap: CN¥57.1b

Engages in the research and development, design, and sales of network equipment, network security products, and cloud desktop solutions in China and internationally.

Informatica

Market Cap: US$7.7b

Develops an artificial intelligence-powered platform that connects, manages, and unifies data across multi-vendor, multi-cloud, and hybrid systems at enterprise scale worldwide.

QuantumCTek

Market Cap: CN¥53.7b

Engages in the research, development, production, and sale of quantum communication, computing, and precision measurement products in China.

Yuanjie Semiconductor Technology

Market Cap: CN¥51.1b

Yuanjie Semiconductor Technology Co., Ltd.

Yonyou Network TechnologyLtd

Market Cap: CN¥50.8b

Provides digital software and services to enterprises and public organizations in China and internationally.

Technoprobe

Market Cap: €5.7b

Produces and sells electronic circuits in Italy, Asia, the United States, and rest of Europe.

Jiangsu Hoperun Software

Market Cap: CN¥46.5b

Engages in financial technology, intelligent Internet of Things, and smart energy businesses in China, Japan, the United States, Singapore, and internationally.

Semtech

Market Cap: US$6.5b

Provides semiconductor, Internet of Things systems, and cloud connectivity service solutions in the Asia- Pacific, North America, and Europe.

Riot Platforms

Market Cap: US$6.3b

Operates as a Bitcoin mining company in the United States.

Core Scientific

Market Cap: US$6.3b

Provides digital asset mining services in the United States.

MARA Holdings

Market Cap: US$6.0b

Operates as a digital asset technology company in the United States and Europe.

Yangtze Optical Fibre And Cable Limited

Market Cap: HK$46.6b

Engages in the production and sale of optical fiber preforms rods, optical fiber, and optical fiber cables in China and internationally.

Henan Shijia Photons Technology

Market Cap: CN¥35.0b

Henan Shijia Photons Technology Co., Ltd.

CIG Shanghai

Market Cap: CN¥34.8b

Engages in the research and development, production, and sale of edge computing, industrial interconnection, and high-speed optical module products in China and internationally.

Hut 8

Market Cap: US$4.8b

Operates as a vertically integrated operator of energy infrastructure and Bitcoin miners in North America.

SICC

Market Cap: CN¥32.1b

Engages in the research and development, manufacturing, and sale of silicon carbide semiconductor materials in China and internationally.

Keppel DC REIT

Market Cap: S$5.8b

Keppel DC REIT was listed on the Singapore Exchange on 12 December 2014 as the first pure-play data centre REIT in Asia.

CleanSpark

Market Cap: US$4.4b

Operates as a bitcoin mining company in the Americas.

Fiberhome Telecommunication Technologies

Market Cap: CN¥31.1b

Fiberhome Telecommunication Technologies Co., Ltd.

EverProX Technologies

Market Cap: CN¥28.0b

Researches and develops, produces, and sells integrated optoelectronic devices in the field of optical communications in China and internationally.

CommScope Holding Company

Market Cap: US$3.7b

Provides infrastructure solutions for communications, data center, and entertainment networks.

Advanced Fiber Resources (Zhuhai)

Market Cap: CN¥26.0b

Engages in the research, design, development, production, and sale of fiber optic devices in China and internationally.

ITI

Market Cap: ₹305.4b

Engages in the manufacture, sale, and servicing of telecommunication equipment and building communication network infrastructures in India.

Silicon Motion Technology

Market Cap: US$3.2b

Designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in Taiwan, the United States, Korea, China, Malaysia, Singapore, and internationally.

Socionext

Market Cap: JP¥410.4b

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

Longshine Technology Group

Market Cap: CN¥18.5b

Operates technology company in China.

SinosoftLtd

Market Cap: CN¥18.2b

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

TRS Information Technology

Market Cap: CN¥17.6b

Provides artificial intelligence, big data, and data security products and services in China.

Extreme Networks

Market Cap: US$2.3b

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

Wuxi NCE PowerLtd

Market Cap: CN¥16.4b

Engages in the research and development, design, and sale of semiconductor power devices and chips in China.

Phoenix Group

Market Cap: د.إ7.6b

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

Navitas Semiconductor

Market Cap: US$2.1b

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