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

Synic Solution

Market Cap: ₩74.9b

Provides semiconductor design solutions and foundry services to global fabless customers.

WooriNet

Market Cap: ₩74.9b

Designs, manufactures, and supplies fiber optics transmission and wireline access network systems to telecommunications service providers in South Korea.

Nera Telecommunications

Market Cap: S$65.1m

Designs, engineers, distributes, sells, services, installs, and maintains telecommunication systems and products in transmission networks and satellite communications and information technology networks.

Lokotech Group

Market Cap: NOK 475.8m

A management and holding company, builds intergrade blockchain mining infrastructure and computing hardware.

3i Infotech

Market Cap: ₹4.8b

Provides information technology services and solutions in India and internationally.

INITECH

Market Cap: ₩69.8b

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

Digital Media Professionals

Market Cap: JP¥7.4b

Engages in the intellectual property (IP) core license, product, and professional service business in Japan.

SANDS LAB

Market Cap: ₩61.9b

Operates as a cyber threat intelligence company in South Korea.

N2N Connect Berhad

Market Cap: RM 178.6m

An investment holding company, engages in the research and development of software packages in Malaysia, Hong Kong, China, and internationally.

Proacta

Market Cap: zł162.0m

Develops and provides IT solutions.

InvesTech Holdings

Market Cap: HK$338.2m

An investment holding company, engages in the network system integration, network infrastructure solutions, network professional services, smart office software solutions, and network equipment rental business.

SAIHEAT

Market Cap: US$40.6m

Engages in the development of liquid cooling technologies for cryptocurrency assets.

UBIVELOX

Market Cap: ₩55.5b

Engages in the smart card and mobile convergence businesses worldwide.

D.T.C. Enterprise

Market Cap: ฿1.2b

Provides global positioning system (GPS) products and services in Thailand.

PIOLINK

Market Cap: ₩52.4b

Provides cloud data center optimization products and solutions in South Korea and internationally.

INTERSHOP Communications

Market Cap: €29.8m

Offers ecommerce solutions in Germany, rest of Europe, and internationally.

Information Technology Total Services

Market Cap: NT$1.1b

Provides applications and services of the information technology outsourcing (ITO), business process outsourcing (BPO), and applications and services of the Internet of Things (IoT) services in China.

DTC

Market Cap: ₩46.9b

Engages in the development, manufacturing, and sales of LCD modules worldwide.

B.O.S. Better Online Solutions

Market Cap: US$32.5m

Provides intelligent robotics, radio frequency identification (RFID) products, and supply chain solutions for enterprises in Israel, East Asia, India, the United States, Europe, and internationally.

Bi Matrix

Market Cap: ₩40.7b

Engages in the business intelligence (BI)/big data/SCM software development, consulting, and installation activities in South Korea and internationally.

Livetech da Bahia Indústria e Comércio

Market Cap: R$151.0m

Provides technology-as-a-service solutions and services in Brazil and internationally.

Agmo Holdings Berhad

Market Cap: RM 112.1m

Engages in digital transformation consultancy and advisory services in Malaysia, and internationally.

Key ASIC Berhad

Market Cap: RM 112.2m

Provides application-specific integrated circuit design services in Malaysia, Taiwan, and internationally.

YounglimwonSoftLabLtd

Market Cap: ₩37.4b

Engages in the development and supply of system software and enterprise resource planning (ERP) solutions in South Korea and internationally.

NTG Clarity Networks

Market Cap: CA$36.5m

Provides network, telecom, IT, and infrastructure solutions to medium and large network service providers in Canada, North America, Iraq, Saudi Arabia, Egypt, and Oman.

Ace Alpha Tech

Market Cap: ₹2.3b

Engages in providing a range of outsourcing and information technology-enabled services in India and internationally.

Morpho

Market Cap: JP¥3.7b

Engages in the research and development of artificial intelligence and image processing technologies in Japan, the United States, China, South Korea, Europe, and internationally.

Arctic Stream

Market Cap: RON 101.7m

Offers products and services in the field of communication technologies and equipment, data center automation, software-defined solutions, and cybersecurity in Romania.

System and Application Technologies

Market Cap: ₩30.6b

Engages in the transportation management system, mobile system, and wireless communication system businesses in South Korea and internationally.

Greater Than

Market Cap: SEK 189.7m

A risk analysis company, provides AI-based services in Europe and internationally.

Sumber Sinergi Makmur

Market Cap: Rp349.2b

Provides security and productivity solutions.

Nippon RAD

Market Cap: JP¥3.1b

Engages in enterprise solutions and IoT integration businesses in Japan.

Jeong Moon Information

Market Cap: ₩26.1b

Provides LED products in South Korea.

Shearwater Group

Market Cap: UK£13.7m

Provides cyber security, managed security, and professional advisory solutions for corporate clients in the United Kingdom, rest of Europe, North America, and internationally.

FINEDIGITAL

Market Cap: ₩25.4b

Provides various products and solutions in the fields of mobile telecommunication and automotive IT in South Korea.

T3 Defense

Market Cap: US$17.7m

Acquires and operates aerospace and defense businesses in the United States and Israel.