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

Datasection

Market Cap: JP¥49.4b

Provides AI data center/AI cloud, data science, marketing solutions, and system integration services in Japan, Chile, and Colombia.

Napatech

Market Cap: NOK 3.2b

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

RDC Semiconductor

Market Cap: NT$9.9b

Designs and develops IC for high-end and low power bit microprocessors in Taiwan and internationally.

Wuhan Citms TechnologyLTD

Market Cap: CN¥1.9b

Engages in the public security informatization business.

Digi Power X

Market Cap: CA$375.9m

An energy infrastructure company, develops data centers to drive the expansion of energy assets in the United States.

Senao Networks

Market Cap: NT$7.9b

Engages in the research, design, manufacture, and sale of wireless communication products in Taiwan.

Beijing Tongtech

Market Cap: CN¥1.7b

Provides high security products and solutions in China.

Zhejiang Heda Technology

Market Cap: CN¥1.6b

Operates in the water industry in China.

Shindengen Electric ManufacturingLtd

Market Cap: JP¥34.4b

Shindengen Electric Manufacturing Co.,Ltd.

KSKLtd

Market Cap: JP¥33.0b

Engages in the LSI, software, hardware, customer service, and data entry businesses.

Profile Systems & Software

Market Cap: €176.5m

Develops software solutions for the banking and investment management industry in Europe, the Middle East, Asia, Africa, and the United States.

Everspin Technologies

Market Cap: US$183.3m

Manufactures and sells magnetoresistive random access memory (MRAM) technologies in the United States, Japan, Hong Kong, Germany, Singapore, China, Canada, and internationally.

Sangoma Technologies

Market Cap: CA$250.0m

Develops, manufactures, distributes, and supports voice and data connectivity components for software-based communication applications in the United States of America and internationally.

Quartix Technologies

Market Cap: UK£134.6m

Engages in the design, development, marketing, and delivery of vehicle telematics services in the United Kingdom, France, the United States, and other European Territories.

Genesis Technology

Market Cap: NT$5.5b

Provides information system integration services and solutions in Taiwan.

HLB innoVationLtd

Market Cap: ₩250.9b

Engages in the manufacture and sale of electronic parts and dies in South Korea and internationally.

TrueLight

Market Cap: NT$5.1b

Designs, develops, and supplies optical components in China, Taiwan, rest of Asia, the United States, and Europe.

Synic SolutionLtd

Market Cap: ₩232.7b

Synic Solution Co., Ltd. provides semiconductor design solutions and foundry services to global fabless customers.

Abra Information Technologies

Market Cap: ₪505.0m

Provides information technology solutions in Israel.

DKK

Market Cap: JP¥22.6b

Engages in manufacture and sale of telecommunication and radio frequency equipment in Japan and internationally.

XAVi Technologies

Market Cap: NT$4.0b

Engages in the research, development, manufacture, and sale of networking communication products in Taiwan and Asia.

Netbay

Market Cap: ฿4.0b

Engages in the provision of Software as a Service (SaaS) for online electronic transactions between business-to-government, business-to-business, and business-to-consumer groups in Thailand.

ISB

Market Cap: JP¥19.2b

Engages in the provision of embedded software development services for mobile, medical, and automotive applications in Japan.

Forte Bilgi Iletisim Teknolojileri ve Savunma Sanayi

Market Cap: ₺5.1b

Forte Bilgi Iletisim Teknolojileri ve Savunma Sanayi A.S.

Soluna Holdings

Market Cap: US$117.0m

Engages in the mining of cryptocurrency through data centres.

Advanced Media

Market Cap: JP¥15.7b

Engages in planning, design, and development of speech recognition solutions in Japan and internationally.

Aval Data

Market Cap: JP¥15.7b

Manufactures and sells communication equipment, industrial measuring instruments, and electronic devices for physics, chemistry, and medicine in Japan.

INITECH

Market Cap: ₩143.6b

An IT financial and security company, provides information security solutions in South Korea.

Ubiquoss Holdings

Market Cap: ₩141.6b

Manufactures and sells wired Internet data transmission equipment, such as Ethernet switch, FTTH (fiber-to-the-home) solutions, and VDSL2 equipment.

ELEMENTS

Market Cap: JP¥14.8b

Provides data-based personal authentication and optimization solutions as backend as a service to service providers across various industries in Japan.

MEGAELECTRONICS

Market Cap: ₩138.8b

Designs, manufactures, and sells storage devices in South Korea.

Netas Telekomünikasyon

Market Cap: ₺3.8b

Provides end-to-end information and communication technology infrastructures to service providers and institutions in Turkey and internationally.

Potens Semiconductor

Market Cap: NT$2.8b

Designs, develops, and sells power discrete devices in Taiwan, Asia, Europe, and internationally.

MDS Tech

Market Cap: ₩129.2b

Provides embedded, and IT convergence and education solutions.

Cameo Communications

Market Cap: NT$2.6b

Manufactures and sells networking system equipment and components primarily in Taiwan.

ITEK

Market Cap: ₩118.2b

Provides various semiconductor test services in South Korea.