Global Software Top Stock Picks from Analysts

Klaviyo

Market Cap: US$5.3b

Provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa.

Dolby Laboratories

Market Cap: US$4.6b

Engages in the design and manufacture of audio, imaging, accessibility, and other hardware and software solutions for television, broadcast, and live entertainment industries in the United States and internationally.

EPAM Systems

Market Cap: US$4.6b

Provides digital platform engineering and software development services worldwide.

LG CNS

Market Cap: ₩6.3t

Operates as an IT service company in South Korea and internationally.

Lumine Group

Market Cap: CA$5.9b

Develops, installs, and customizes software, and related professional and support services worldwide.

Reply

Market Cap: €3.6b

Provides consulting, system integration, and digital services based on communication channels and digital media in Italy and internationally.

MARA Holdings

Market Cap: US$4.1b

Operates as an energy and digital infrastructure company in North America, the Middle East, Europe, and Latin America.

Shenzhen Xunce Technology

Market Cap: HK$29.4b

Engages in providing real-time data infrastructure and data analytics services in asset management and other diversified industries in China.

Wuhan Dameng Database

Market Cap: CN¥24.4b

Provides database product development services in China.

CleanSpark

Market Cap: US$3.3b

Operates as a bitcoin mining company in the Americas.

TOTVS

Market Cap: R$16.9b

Develops and sells management software, and productivity and collaboration platforms in Brazil and internationally.

Kingdee International Software Group

Market Cap: HK$23.5b

An investment holding company, engages in the subscription and sale of software worldwide.

Guangdong Aofei Data Technology

Market Cap: CN¥20.1b

Guangdong Aofei Data Technology Co., Ltd.

Beijing Shiji Information Technology

Market Cap: CN¥20.0b

Beijing Shiji Information Technology Co., Ltd.

Pony AI

Market Cap: US$2.9b

Through its subsidiaries, engages in the autonomous mobility business in the People’s Republic of China and internationally.

Kingsoft Cloud Holdings

Market Cap: US$2.9b

Provides cloud services to businesses and organizations primarily in China.

Intsig Information

Market Cap: CN¥18.8b

Research and develops text recognition and commercial big data core technologies in China.

SoundHound AI

Market Cap: US$2.7b

Provides independent voice artificial intelligence (AI) solutions that enables businesses across the automotive, TV, IoT, and customer service industries to deliver conversational experiences to customers in the United States, Korea, France, Japan, Germany, and internationally.

Hangzhou Turbine Power Group

Market Cap: CN¥17.8b

Hangzhou Turbine Power Group Co., Ltd. engaged in the power information system integration in China.

Bitdeer Technologies Group

Market Cap: US$2.6b

Operates as a technology company for blockchain and high-performance computing (HPC) in Singapore, the United States, Bhutan, Norway, Finland, Ethiopia, Canada, and internationally.

State Grid Information & Communication

Market Cap: CN¥16.9b

State Grid Information & Communication Co., Ltd.

Keel Infrastructure

Market Cap: US$2.4b

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.

SUNeVision Holdings

Market Cap: HK$18.4b

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

Beijing Ultrapower Software

Market Cap: CN¥15.5b

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

Alten

Market Cap: €2.0b

Operates as an engineering and technology consultancy company in France, North America, Germany, Scandinavia, Benelux, Iberian, Italy, the United Kingdom, the Asia-Pacific, Switzerland, Eastern Europe, and internationally.

Servyou Software Group

Market Cap: CN¥14.7b

Provides financial and tax information services in China.

Wix.com

Market Cap: US$2.2b

Operates a cloud-based web development platform for registered users and creators in the United States, Europe, Israel, and internationally.

HAND Enterprise Solutions

Market Cap: CN¥14.4b

Provides ERP implementation and services, smart factory solutions, B2B e-commerce, robotic process automation, IOT solutions, consultancy services, Yan cloud services, expense management system, and supplier relationship management services and solutions in China.

VNET Group

Market Cap: US$2.1b

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

Glodon

Market Cap: CN¥13.9b

Provides digital building platform services to the construction industry in China.

Mininglamp Technology

Market Cap: HK$16.0b

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

Phancy Group

Market Cap: HK$14.9b

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

ArcSoft

Market Cap: CN¥12.8b

Provides algorithm licensing and system solutions in China.

Beijing Haizhi Technology Group

Market Cap: HK$14.0b

Beijing Haizhi Technology Group Co., Ltd.

NextNav

Market Cap: US$1.8b

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

Manycore Tech

Market Cap: HK$13.7b

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.