South African Transportation Data Center (AI Picks and Shovels) Stocks

RDC Semiconductor

Market Cap: NT$10.8b

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

Veritone

Market Cap: US$338.6m

Engages in the provision of artificial intelligence (AI) computing solutions and services in the United States, the United Kingdom, France, Australia, Israel, and India.

Wuhan Citms TechnologyLTD

Market Cap: CN¥2.3b

Engages in the public security informatization business.

Tera Probe

Market Cap: JP¥46.7b

Engages in the wafer testing, final testing, testing technology development, and worker dispatching businesses in Japan, Taiwan, rest of Asia, North America, and Europe.

Senao Networks

Market Cap: NT$9.1b

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

Icom

Market Cap: JP¥43.9b

Manufactures and sells telecommunications equipment to individual and corporate customers primarily in Japan, the United States, Canada, Germany, Spain, Australia, China, and Vietnam.

Lootom Telcovideo Network (wuxi)

Market Cap: CN¥2.1b

Lootom Telcovideo Network (wuxi) Co., Ltd.

Napatech

Market Cap: NOK 2.9b

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

Team Group

Market Cap: NT$7.4b

Manufactures and trades in integrated circuit chip, memory, and computer peripheral equipment in Taiwan, Asia, America, Europe, and internationally.

Everspin Technologies

Market Cap: US$227.4m

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

Zhejiang Heda Technology

Market Cap: CN¥1.6b

Operates in the water industry in China.

AXT

Market Cap: US$217.1m

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

Shindengen Electric ManufacturingLtd

Market Cap: JP¥31.9b

Shindengen Electric Manufacturing Co.,Ltd.

Profile Systems & Software

Market Cap: €173.6m

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

HLB innoVationLtd

Market Cap: ₩276.4b

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

Genesis Technology

Market Cap: NT$5.8b

Provides information system integration services and solutions in Taiwan.

Quartix Technologies

Market Cap: UK£140.4m

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

XAVi Technologies

Market Cap: NT$5.4b

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

Sangoma Technologies

Market Cap: CA$245.3m

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

KSKLtd

Market Cap: JP¥25.7b

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

Synic SolutionLtd

Market Cap: ₩233.5b

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

Beijing Tongtech

Market Cap: CN¥1.2b

Provides high security products and solutions in China.

SoundThinking

Market Cap: US$154.0m

A public safety technology company, provides data-driven solutions and strategic advisory services for law enforcement, security teams, and civic leadership.

ELEMENTS

Market Cap: JP¥22.1b

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

MEGAELECTRONICS

Market Cap: ₩209.6b

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

Access

Market Cap: JP¥21.4b

Provides mobile and network software technologies to telecom carriers, consumer electronics manufacturers, broadcasting and publishing companies, automotive industry, and energy infrastructure providers worldwide.

Abra Information Technologies

Market Cap: ₪474.4m

Provides information technology solutions in Israel.

Netbay

Market Cap: ฿4.6b

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.

Potens Semiconductor

Market Cap: NT$4.3b

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

ISB

Market Cap: JP¥20.6b

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

Needs Well

Market Cap: JP¥19.2b

Engages in the IT service business in Japan.

Ubiquoss Holdings

Market Cap: ₩178.2b

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

TrueLight

Market Cap: NT$3.8b

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

Netas Telekomünikasyon

Market Cap: ₺5.0b

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

DKK

Market Cap: JP¥16.8b

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

INITECH

Market Cap: ₩156.0b

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