Global Software Top Stock Picks from Analysts

Beijing Haizhi Technology Group

Market Cap: HK$20.4b

Beijing Haizhi Technology Group Co., Ltd.

Beijing Ultrapower Software

Market Cap: CN¥16.9b

Provides software and information technology services in China, Hong Kong, Macao, Taiwan, and internationally.

SUNeVision Holdings

Market Cap: HK$19.4b

An investment holding company, provides data centre and information technology (IT) facility services in Hong Kong.

Keel Infrastructure

Market Cap: US$2.3b

Operates digital and energy infrastructure with focus on high-performance computing (HPC) and artificial intelligence (AI) workloads in North America, Canada, and the United States.

NextNav

Market Cap: US$2.2b

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

Phancy Group

Market Cap: HK$16.5b

An investment holding company, engages in operations of artificial intelligence (AI) platform in the People's Republic of China.

VNET Group

Market Cap: US$2.1b

An investment holding company, provides data center hosting and related services in China.

ArcSoft

Market Cap: CN¥13.9b

Provides algorithm licensing and system solutions in China.

Manycore Tech

Market Cap: HK$15.7b

Provides software-as-a-service platform that offers users with computer-aided design and modeling capabilities for residential, commercial, and industrial spaces in the People’s Republic of China and internationally.

Longshine Technology Group

Market Cap: CN¥12.6b

Engages in software development in China and internationally.

Via Transportation

Market Cap: US$1.8b

Provides a platform that transforms global transportation systems into digital networks in the United States, Germany, and internationally.

SharonAI Holdings

Market Cap: US$1.8b

Operates as a computing company specializing in accelerated compute platforms, AI infrastructure, and cloud GPU environments.

Yusys Technologies

Market Cap: CN¥11.7b

Provides financial technology solutions in China and internationally.

Deepexi Technology

Market Cap: HK$12.1b

Provides enterprise-level big-model AI application solutions in China.

Taiji Computer

Market Cap: CN¥9.2b

Operates as a software and information technology service company in China.

ZwsoftLtd

Market Cap: CN¥8.7b

Provides CAD/CAM/CAE solutions in China and internationally.

NSD

Market Cap: JP¥202.1b

Provides various IT solutions in Japan.

Braiin

Market Cap: US$1.2b

Operates as an agriculture and analytics services company that provides solutions to improve farming productivity using IoTs, Wireless Connectivity, Robotics, Software, and AI/ML in Australia and New Zealand.

NCR Voyix

Market Cap: US$1.1b

Provides digital commerce solutions for retail stores and restaurants in the United States, the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

State Power Rixin Technology

Market Cap: CN¥7.6b

Engages in the provision of software and information technology services to the new energy industry in China and internationally.

Boost Run

Market Cap: US$1.1b

Provides artificial intelligence cloud infrastructure and high-performance computing solutions.

Tuya

Market Cap: US$1.1b

Provides artificial intelligence (AI) cloud platform services in the People’s Republic of China.

Rezolve AI

Market Cap: US$1.1b

Provides generative AI solutions for the retail and e-commerce sectors in the United Kingdom and the United States.

Vitec Software Group

Market Cap: SEK 9.8b

Develops and delivers vertical software solutions in Sweden, Denmark, Finland, Norway, the Netherlands, the United States, and internationally.

Beijing CTJ Information Technology

Market Cap: CN¥6.5b

Beijing CTJ Information Technology Co., Ltd.

Fujian Foxit Software Development

Market Cap: CN¥6.4b

Fujian Foxit Software Development Joint Stock Co., Ltd.

WhiteFiber

Market Cap: US$951.1m

Provides artificial intelligence (AI) infrastructure solutions.

Systena

Market Cap: JP¥149.1b

Engages in the solution and framework design, IT service, business solution, and cloud businesses in Japan.

Fujian Apex SoftwareLTD

Market Cap: CN¥6.2b

Operates as a platform-based digital service provider company in China.

innoscripta

Market Cap: €799.0m

Provides software-as-a-service for managing research and development (R&D) tax incentives and project management consulting in Germany, France, and the United Kingdom.

SAKURA Internet

Market Cap: JP¥139.9b

Provides cloud computing services in Japan.

Vobile Group

Market Cap: HK$6.7b

An investment holding company, provides platforms and services for digital content assets protection and transactions in the United States, Mainland China, and internationally.

Asiainfo Security TechnologiesLtd

Market Cap: CN¥5.5b

Provides network security software in China and internationally.

Mininglamp Technology

Market Cap: HK$6.4b

An investment holding company, provides marketing intelligence, operational intelligence, and industry solution services in China.

Sichuan Jiuyuan Yinhai Software.Co.Ltd

Market Cap: CN¥5.5b

Provides medical insurance, digital government affairs, and smart cities services for government departments and industry ecosystem entities in China.

Catapult Sports

Market Cap: AU$1.1b

A sports science and analytics company, engages in the development and supply of technologies that improve the performance of athletes and sports teams in Australia, Europe, the Middle East, Africa, the Asia Pacific, and the Americas.