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

Socionext

Market Cap: JP¥413.7b

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

Wuxi NCE PowerLtd

Market Cap: CN¥17.6b

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

SinosoftLtd

Market Cap: CN¥17.0b

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

LandMark Optoelectronics

Market Cap: NT$71.7b

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

Navitas Semiconductor

Market Cap: US$2.2b

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

NextNav

Market Cap: US$2.1b

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

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.

BOE HC SemiTek

Market Cap: CN¥13.8b

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¥12.6b

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

C*Core Technology

Market Cap: CN¥12.3b

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

Planisware SAS

Market Cap: €1.5b

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

Bitfarms

Market Cap: CA$2.3b

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

Phoenix Group

Market Cap: د.إ6.0b

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.

Guangdong Shenglu Telecommunication Tech

Market Cap: CN¥10.4b

Guangdong Shenglu Telecommunication Tech.

Shaanxi Fenghuo Electronics

Market Cap: CN¥10.3b

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

Sinodata

Market Cap: CN¥10.3b

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

Shenzhen SDG Information

Market Cap: CN¥10.1b

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

Faraday Technology

Market Cap: NT$44.8b

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¥9.8b

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

Five9

Market Cap: US$1.4b

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

Karooooo

Market Cap: US$1.3b

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.

Beijing SuperMap Software

Market Cap: CN¥9.2b

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

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.

Magic Software Enterprises

Market Cap: US$1.2b

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

Sumavision TechnologiesLtd

Market Cap: CN¥8.4b

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

Qiming Information TechnologyLtd

Market Cap: CN¥8.0b

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

POET Technologies

Market Cap: US$1.1b

Designs, develops, manufactures, and sells semiconductor products and services for commercial applications in the United States, Canada, Singapore, and China.

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$1.1b

Designs, builds, deploys and manages enterprise solutions worldwide.

AXT

Market Cap: US$1.1b

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

Radware

Market Cap: US$1.0b

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

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.

VIA Technologies

Market Cap: NT$30.4b

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

Northern Data

Market Cap: €812.1m

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