Global Software Healthy potentially undervalued

Inspur Digital Enterprise Technology

Market Cap: HK$9.3b

An investment holding company, engages in management software development, cloud services, and sale of Internet of Things (IoT) solutions in the People’s Republic of China.

ACI Worldwide

Market Cap: US$5.4b

Develops, markets, installs, and supports software products and services for facilitating electronic payments in the United States and internationally.

Nagarro

Market Cap: €658.4m

Provides digital product engineering and technology solutions in Germany, the United States of America, and internationally.

CGI

Market Cap: CA$28.0b

Provides information technology (IT) and business process services.

Clearwater Analytics Holdings

Market Cap: US$5.2b

Develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally.

Dolby Laboratories

Market Cap: US$6.7b

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

Xperi

Market Cap: US$309.9m

Operates as a consumer and entertainment technology company worldwide.

Tenable Holdings

Market Cap: US$3.6b

Provides cyber exposure management solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

91APP

Market Cap: NT$8.9b

A Software-as-a-Service company, provides retail software cloud and e-commerce value-added services in Taiwan, Hong Kong, and Malaysia.

Qt Group Oyj

Market Cap: €1.1b

Offers cross-platform solutions for the software development lifecycle in Finland, rest of Europe, the Asia Pacific, and North America.

Inuvo

Market Cap: US$52.5m

An advertising technology and services company, develops and commercializes large language generative artificial intelligence that discovers and targets digital audiences in the United States.

Roper Technologies

Market Cap: US$55.8b

Designs and develops vertical software and technology enabled products in the United States, Canada, Europe, Asia, and internationally.

GFT Technologies

Market Cap: €459.3m

Provides digital transformation services.

N-able

Market Cap: US$1.5b

Provides cloud-based security, data protection, and unified endpoint management software solutions for managed service providers in the United States, the United Kingdom, and internationally.

Sopra Steria Group

Market Cap: €2.6b

Provides consulting, digital, and software development services in France and internationally.

Semrush Holdings

Market Cap: US$1.1b

Develops an online visibility management software-as-a-service platform in the United States, the United Kingdom, and internationally.

Opera

Market Cap: US$1.5b

Provides mobile and PC web browsers and related products and services in Norway and internationally.

Ooma

Market Cap: US$306.4m

Provides communications services and related technologies for businesses and consumers in the United States and Canada.

q.beyond

Market Cap: €108.6m

Engages in the cloud, applications, artificial intelligence (AI), and security business in Germany and internationally.

CI&T

Market Cap: US$583.1m

Provides strategy, design, and software engineering services worldwide.

Cognizant Technology Solutions

Market Cap: US$33.5b

A professional services company, provides consulting and technology, and outsourcing services in North America, Europe, and internationally.

Praemium

Market Cap: AU$379.8m

Provides advisors and wealth management solutions in Australia and internationally.

dotdigital Group

Market Cap: UK£201.3m

Engages in the provision of intuitive software as a service (SaaS) and managed services to digital marketing professionals worldwide.

Exodus Movement

Market Cap: US$862.5m

Operates as a financial technology for blockchain and digital asset industry in the United States.

Amdocs

Market Cap: US$9.0b

Through its subsidiaries, provides software and services to communications, entertainment, and media service providers worldwide.

Newland Digital TechnologyLtd

Market Cap: CN¥28.3b

Engages in the design, development, sales, operation, and maintenance of financial POS terminal equipment in China.

DUG Technology

Market Cap: AU$382.3m

A technology company, provides hardware and software solutions for the technology and resource sectors in Australia, the United States, the United Kingdom, Malaysia, and the United Arab Emirates.

Yusys Technologies

Market Cap: CN¥17.1b

Provides financial technology solutions in China.

Infotel

Market Cap: €288.8m

Designs, develops, markets, and maintains software solutions in the areas of security, performance, and management in France, rest of Europe, and the United States.

CENIT

Market Cap: €60.1m

Provides software solutions and associated software consulting and integration services.

SoundThinking

Market Cap: US$153.5m

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

EPAM Systems

Market Cap: US$8.4b

Provides digital platform engineering and software development services worldwide.

Pagaya Technologies

Market Cap: US$2.3b

A product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services and other service providers, their customers, and asset investors in the United States, Israel, and the Cayman Islands.

Range Intelligent Computing Technology Group

Market Cap: CN¥82.1b

Provides server hosting services to internet companies and large cloud vendors in China.

CSE Global

Market Cap: S$532.1m

An investment holding company, engages in the provision of integrated industrial automation, information technology, and intelligent transport solutions in the Asia Pacific, the Americas, Europe, the Middle East, and Africa.

Teradata

Market Cap: US$2.1b

Provides a connected hybrid cloud analytics and data platform in the United States and internationally.