Transportation AI Infrastructure Stocks

Dell Technologies

Market Cap: US$317.1b

Designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally.

Western Digital

Market Cap: US$183.4b

Engages in the development, manufacture, and sale of data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.

Delta Electronics

Market Cap: NT$4.9t

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

Hon Hai Precision Industry

Market Cap: NT$3.6t

Provides electronic manufacturing services.

Vertiv Holdings Co

Market Cap: US$113.1b

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.

Equinix

Market Cap: US$108.7b

Equinix, Inc. shortens the path to boundless connectivity anywhere in the world.

Lumentum Holdings

Market Cap: US$82.1b

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

Digital Realty Trust

Market Cap: US$75.4b

Digital Realty Trust, Inc. (Digital Realty or the company) owns, acquires, develops, and operates data centers through its operating partnership subsidiary, Digital Realty Trust, L.P.

Keysight Technologies

Market Cap: US$61.1b

Provides electronic design and test solutions worldwide.

Flex

Market Cap: US$46.6b

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

Accton Technology

Market Cap: NT$1.3t

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

Quanta Computer

Market Cap: NT$1.3t

Manufactures, processes, and sells laptop computers and cloud-computing server related products in the United States, Mainland China, the Netherlands, Japan, and internationally.

Everpure

Market Cap: US$39.3b

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

Celestica

Market Cap: CA$53.5b

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

Jabil

Market Cap: US$38.0b

Provides engineering, manufacturing, and supply chain solutions worldwide.

Wiwynn

Market Cap: NT$1.2t

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.

IbidenLtd

Market Cap: JP¥5.8t

Provides electronics in Japan, the rest of Asia, North America, Europe, and internationally.

nVent Electric

Market Cap: US$27.7b

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.

Innio

Market Cap: US$20.6b

Through its subsidiaries, provides power generation equipment and services under the Jenbacher and Waukesha brands.

Lite-On Technology

Market Cap: NT$605.9b

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

Advantech

Market Cap: NT$593.0b

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

Zhen Ding Technology Holding

Market Cap: NT$542.6b

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

Gold Circuit Electronics

Market Cap: NT$513.0b

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

TTM Technologies

Market Cap: US$14.7b

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.

Forgent Power Solutions

Market Cap: US$12.1b

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

Giga-Byte Technology

Market Cap: NT$266.3b

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$250.8b

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

Powell Industries

Market Cap: US$7.8b

Designs, develops, manufactures, sells, and services custom-engineered equipment and systems.

Compal Electronics

Market Cap: NT$188.2b

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.

Rosebank Industries

Market Cap: UK£3.5b

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.

ERock

Market Cap: US$4.6b

Designs, deploys, sells, operates, and maintains distributed power generation systems designed to provide power for commercial and industrial customers in the United States.

Fermi

Market Cap: US$4.1b

Develops next-generation private electric grids that deliver highly redundant power at gigawatt scale to support next-generation intelligence and AI compute.

MiTAC Holdings

Market Cap: NT$123.0b

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¥380.6b

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

Netlist

Market Cap: US$2.0b

Designs, manufactures, and markets memory subsystems for the server, high-performance computing, and communications markets in the United States and internationally.

Ennoconn

Market Cap: NT$59.4b

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