Global Software Healthy potentially undervalued

ACI Worldwide

Market Cap: US$4.6b

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

DocuSign

Market Cap: US$13.6b

Provides electronic signature solution in the United States and internationally.

DUG Technology

Market Cap: AU$174.4m

Dug Technology Ltd, 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.

CGI

Market Cap: CA$28.9b

Provides information technology (IT) and business process services.

Nagarro

Market Cap: €671.7m

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

PagerDuty

Market Cap: US$1.4b

Engages in the operation of a digital operations management platform in the United States and internationally.

Clearwater Analytics Holdings

Market Cap: US$5.5b

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.

GoDaddy

Market Cap: US$18.8b

Engages in the design and development of cloud-based products in the United States and internationally.

Kontron

Market Cap: €1.6b

Engages in the provision of Internet of Things (IoT) solutions in Austria and internationally.

Xperi

Market Cap: US$276.2m

Operates as a consumer and entertainment technology company worldwide.

Truecaller

Market Cap: SEK 15.8b

Develops and publishes mobile caller ID applications for individuals and business in India, the Middle East, Africa, and internationally.

Tenable Holdings

Market Cap: US$3.5b

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

Zoom Communications

Market Cap: US$21.1b

Provides an Artificial Intelligence-first work platform for human connection in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Capgemini

Market Cap: €20.6b

Provides consulting, digital transformation, technology, and engineering services primarily in North America, France, the United Kingdom, Ireland, the rest of Europe, the Asia-Pacific, and Latin America.

N-able

Market Cap: US$1.4b

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.

Freshworks

Market Cap: US$3.6b

A software development company, provides software-as-a-service products in North America, Europe, the Middle East, Africa, Asia Pacific, and internationally.

GFT Technologies

Market Cap: €442.6m

Provides digital transformation services.

Inuvo

Market Cap: US$56.3m

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

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.

Sopra Steria Group

Market Cap: €3.4b

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

Dynatrace

Market Cap: US$13.9b

Engages in the advancement of observability for digital businesses, which transforms the complexity of modern digital ecosystems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Roper Technologies

Market Cap: US$56.8b

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

Opera

Market Cap: US$1.4b

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

Ooma

Market Cap: US$302.6m

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

Salesforce

Market Cap: US$222.4b

Provides customer relationship management (CRM) technology that connects companies and customers together worldwide.

Cognizant Technology Solutions

Market Cap: US$33.8b

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

dotdigital Group

Market Cap: UK£211.7m

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

UiPath

Market Cap: US$5.6b

Provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally.

Samsung SDS

Market Cap: ₩11.8t

Provides cloud and digital logistics platform-based logistics services in South Korea, China, rest of Asia, the United States, Europe, and Africa.

CENIT

Market Cap: €62.1m

Provides software solutions and associated software consulting and integration services.

SoundThinking

Market Cap: US$141.7m

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

Pagaya Technologies

Market Cap: US$2.2b

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.

Accenture

Market Cap: US$149.4b

Provides strategy and consulting, industry X, song, and technology and operation services in North America, Europe, the Middle East, Africa, and internationally.

Bytes Technology Group

Market Cap: UK£867.9m

Offers software, security, AI, and cloud services in the United Kingdom, Europe, and internationally.

Similarweb

Market Cap: US$583.0m

Provides digital data and analytics for power critical business decisions in the United States, Europe, the Asia Pacific, the United Kingdom, Israel, and internationally.