Global Software Healthy potentially undervalued

DUG Technology

Market Cap: AU$288.4m

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.

Inspur Digital Enterprise Technology

Market Cap: HK$8.2b

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.

PTC

Market Cap: US$21.3b

Operates as software company in the Americas, Europe, and the Asia Pacific.

ACI Worldwide

Market Cap: US$5.0b

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

Hansen Technologies

Market Cap: AU$1.1b

Engages in the development, integration, and support of billing and customer information systems.

IONOS Group

Market Cap: €3.7b

Through its subsidiaries, provides web presence and productivity, and cloud solutions for companies in Germany, the United States, the United Kingdom, Spain, France, Poland, and Austria.

LG CNS

Market Cap: ₩6.2t

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

Tenable Holdings

Market Cap: US$3.0b

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

Kontron

Market Cap: €1.4b

Provides Internet of Things software and solutions in Europe and internationally.

Tracsis

Market Cap: UK£89.2m

Engages in the provision of software, hardware, data analytics and geographic information systems, and services in the United Kingdom, Ireland, rest of Europe, Europe, North America, and internationally.

Inuvo

Market Cap: US$38.9m

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

GFT Technologies

Market Cap: €496.0m

Provides digital transformation services.

91APP

Market Cap: NT$8.2b

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: €803.4m

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

Roper Technologies

Market Cap: US$47.9b

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

Opera

Market Cap: US$1.3b

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

Dynatrace

Market Cap: US$13.3b

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.

Bluebik Group

Market Cap: ฿3.1b

Provides strategic and digital technology consulting services in Thailand and Vietnam.

q.beyond

Market Cap: €90.9m

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

Sword Group

Market Cap: €334.5m

Provides IT and software solutions.

Alithya Group

Market Cap: CA$173.5m

Provides information technology services and solutions through digital technologies in Canada, the United States, and internationally.

accesso Technology Group

Market Cap: UK£129.5m

Develops technology solutions for the attractions and leisure industry.

dotdigital Group

Market Cap: UK£199.5m

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

Amdocs

Market Cap: US$8.7b

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

SoundThinking

Market Cap: US$99.8m

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

Similarweb

Market Cap: US$602.2m

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

Newland Digital TechnologyLtd

Market Cap: CN¥26.2b

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

CENIT

Market Cap: €60.9m

Provides software solutions and associated software consulting and integration services.

Bytes Technology Group

Market Cap: UK£856.0m

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

Pagaya Technologies

Market Cap: US$1.8b

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$167.5b

Provides strategy and consulting, industry X, song, and technology and operation services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Mensch und Maschine Software

Market Cap: €745.1m

Provides computer aided design, manufacturing, and engineering, product data management, and building information modeling/management solutions in Germany, Austria, Switzerland, the United Kingdom, Italy, France, Hungary, and internationally.

Commerce.com

Market Cap: US$342.9m

Operates a software-as-a-service e-commerce platform for brands and retailers in the United States, North and South America, Europe, the Middle East, Africa, and the Asia Pacific.

Teradata

Market Cap: US$2.9b

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

Alarm.com Holdings

Market Cap: US$2.6b

Provides various Internet of Things (IoT) and solutions for residential, multi-family, small business, and enterprise commercial markets in North America and internationally.

PagerDuty

Market Cap: US$1.2b

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