AI Infrastructure Stocks

Delta Electronics

Market Cap: NT$5.3t

Provides power and thermal management solutions in Mainland China, the United States, Taiwan, Thailand, and internationally.

Western Digital

Market Cap: US$158.4b

Develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.

Vertiv Holdings Co

Market Cap: US$121.3b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Hon Hai Precision Industry

Market Cap: NT$3.5t

Provides electronic manufacturing services.

Lumentum Holdings

Market Cap: US$69.2b

Manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Keysight Technologies

Market Cap: US$58.5b

Provides electronic design and test solutions worldwide.

Flex

Market Cap: US$48.2b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, industrial, healthcare, industrial, and power industries.

Accton Technology

Market Cap: NT$1.4t

Develops, manufactures, and sells computer network systems and wireless land area network (LAN) hardware and software products in Taiwan and internationally.

Celestica

Market Cap: CA$54.7b

Provides supply chain solutions in Asia, North America, and internationally.

Quanta Computer

Market Cap: NT$1.2t

Manufactures, processes, and sells laptop computers and telecommunication products in the United States, Mainland China, the Netherlands, Japan, and internationally.

Wiwynn

Market Cap: NT$993.3b

Engages in the research, development, design, testing, and sales of semi products, and peripheral equipment and parts in the United States, Europe, Asia, and internationally.

nVent Electric

Market Cap: US$26.2b

Designs, manufactures, markets, installs, and services electrical connection and protection solutions in the America, Europe, the Middle East, India, Africa, the Asia Pacific, and internationally.

Everpure

Market Cap: US$25.9b

Provides data storage and management technologies, products, and services in the United States and internationally.

Gold Circuit Electronics

Market Cap: NT$649.4b

Engages in the manufacturing, processing, and trading of electronic equipment products, such as printed circuit boards in Taiwan.

TTM Technologies

Market Cap: US$17.6b

Manufactures and sells mission systems, radio frequency (RF) components, RF microwave/microelectronic assemblies, and printed circuit boards (PCBs) and substrates in the United States, Taiwan, and internationally.

Zhen Ding Technology Holding

Market Cap: NT$502.4b

Engages in the design, development, manufacture, and sale of printed circuit boards (PCB) products in the United States, Mainland China, Taiwan, Singapore, and internationally.

Lite-On Technology

Market Cap: NT$464.0b

Engages in the research, design, manufacturing, and sale of optoelectronic semiconductor components and power managements modules in Asia, the Americas, Europe, and internationally.

Forgent Power Solutions

Market Cap: US$13.6b

Designs and manufactures electrical distribution equipment used in data centers, the power grid and energy-intensive industrial facilities.

Advantech

Market Cap: NT$402.4b

Engages in the research and development, design, manufacturing, and marketing of embedded computing boards, industrial automation products, and applied and industrial computers.

Advanced Energy Industries

Market Cap: US$11.9b

Provides precision power conversion, measurement, and control solutions in the United States, Asia, Europe, and internationally.

Giga-Byte Technology

Market Cap: NT$212.0b

Manufactures, processes, and trades in computer hardware peripherals and components in Taiwan, Europe, America, Canada, Singapore, Japan, China, Malaysia, and internationally.

Inventec

Market Cap: NT$194.1b

Develops, manufacture, processes, and trades in computers and related products in Taiwan, the United States, Japan, Hong Kong, Macau, Mainland China, and internationally.

Rosebank Industries

Market Cap: UK£3.4b

Engages in supply of low-voltage electrical distribution systems, control box assemblies, and engineered components in Jersey, North America, Europe, the Middle East, Asia, Pacific, and internationally.

Compal Electronics

Market Cap: NT$132.2b

Manufactures and sells notebook personal computers, monitors, LCD TVs, mobile phones, and other components and peripherals in Taiwan, the United States, China, the United Kingdom, Japan, India, Germany, Netherlands, and internationally.

Fermi

Market Cap: US$3.9b

Engages in the development of private power campus for AI-centric customers in the United States.

MiTAC Holdings

Market Cap: NT$110.8b

Designs, develops, manufactures, and distributes computers and ancillary equipment, and communication related products in Taiwan, Europe, the United States, and internationally.

Sinfonia TechnologyLtd

Market Cap: JP¥383.7b

Manufactures and sells semiconductor, aerospace, automobile, mobility, and industrial electrical equipment.

Ennoconn

Market Cap: NT$50.7b

Provides integrated cloud management services, Industrial IoT, and embedded technology in Taiwan, China, Europe, and internationally.

Chicony Power Technology

Market Cap: NT$38.9b

Engages in research, development, manufacturing, and trading of exchange-connected power supplies, electronic components and equipment, LED application products, and smart building systems in Taiwan, Asia, America, Europe, and internationally.

2CRSI

Market Cap: €1.0b

Develops, manufactures, and distributes end-to-end computing solutions in France and internationally.

Dicker Data

Market Cap: AU$1.6b

Engages in the wholesale distribution of IT hardware, software, cloud, and IoT solutions for corporate and commercial markets in Australia and New Zealand.

2G Energy

Market Cap: €961.6m

Manufactures and provides decentralized energy supply systems in Germany and internationally.

Evolv Technologies Holdings

Market Cap: US$1.1b

Develops, manufactures, markets, and sells security screening products and specific services in the United States and internationally.

Allis ElectricLtd

Market Cap: NT$32.0b

Develops, produces, and sells transformers, switching devices, and electronic products worldwide.

Energy Vault Holdings

Market Cap: US$834.2m

Develops and deploys utility-scale energy storage solutions in the United States, Switzerland, United Kingdom, North America, Australia, and internationally.

TAI-TECH Advanced Electronics

Market Cap: NT$25.9b

Develops, manufactures, and sells magnetic materials and inductive components in Taiwan.