Global Software Healthy potentially undervalued

ACI Worldwide

Market Cap: US$5.3b

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

Infotel

Market Cap: €277.0m

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

Similarweb

Market Cap: US$756.3m

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

Wavestone

Market Cap: €839.7m

Provides consulting services in France and internationally.

Knowit

Market Cap: SEK 2.5b

Operates as a consultancy company in Sweden and internationally.

Xperi

Market Cap: US$315.6m

Operates as a media and entertainment technology company worldwide.

Kontron

Market Cap: €1.4b

Engages in the provision of Internet of Things software and solutions in Europe and internationally.

GFT Technologies

Market Cap: €582.9m

Provides digital transformation services.

Cognyte Software

Market Cap: US$661.1m

A software-driven technology company, focuses on investigative analytics solutions worldwide.

Cerence

Market Cap: US$383.1m

Provides AI-powered assistants for the mobility/transportation market in the United States, the rest of the Americas, Germany, the rest of Europe, the Middle East, Africa, Japan, and the rest of the Asia-Pacific.

Viant Technology

Market Cap: US$858.2m

Operates a cloud-based demand side platform (DSP) that enables the programmatic purchase of digital advertising across multiple channels, including connected TV (CTV), streaming audio, digital out-of-home, mobile, and desktop.

Opera

Market Cap: US$1.7b

Provides mobile and PC web browsers and related products and services in Ireland, Singapore, the United States, and internationally.

Iress

Market Cap: AU$1.1b

Engages in the designing and developing software and services for the financial services industry in the Asia Pacific, the United Kingdom and Europe, South Africa, and North America.

Tuya

Market Cap: US$1.1b

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

q.beyond

Market Cap: €87.2m

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

Cancom

Market Cap: €610.7m

Provides information technology services in Germany and internationally.

Computer Modelling Group

Market Cap: CA$296.4m

A software and consulting technology company, engages in the development and licensing of reservoir simulation and seismic interpretation software and related services.

Info-Tech Systems

Market Cap: S$242.5m

Engages in the sale of cloud-based accounting software and human resource management software (HRMS) in Malaysia, and Singapore.

Vitec Software Group

Market Cap: SEK 10.0b

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

dotdigital Group

Market Cap: UK£163.1m

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

Trimble

Market Cap: US$13.3b

Offers technology solutions and platform that enable office professionals and field workers to connect workflows and industry lifecycles in North America, Europe, the Asia Pacific, and internationally.

Beijing Kingsoft Office Software

Market Cap: CN¥114.7b

Provides office software products and services in China and internationally.

Hansen Technologies

Market Cap: AU$682.6m

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

Atturra

Market Cap: AU$139.6m

Provides advisory and information technology solutions in Australia, New Zealand, Singapore, North America, and Hong Kong.

Thryv Holdings

Market Cap: US$87.5m

Provides digital marketing solutions and cloud-based tools to the small-to-medium-sized businesses in the United States.

74Software

Market Cap: €1.1b

Operates as a software company in France.

LiveRamp Holdings

Market Cap: US$2.3b

A technology company, operates a data collaboration platform in the United States, Europe, the Asia-Pacific, and internationally.

SoundThinking

Market Cap: US$77.7m

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

PTC

Market Cap: US$15.9b

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

Pagaya Technologies

Market Cap: US$1.7b

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

EPAM Systems

Market Cap: US$5.2b

Provides digital platform engineering and software development services worldwide.

GoDaddy

Market Cap: US$12.1b

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

Enghouse Systems

Market Cap: CA$921.1m

Develops enterprise software solutions worldwide.

Asana

Market Cap: US$2.1b

Operates a work management software platform for individuals, team leads, and executives in the United States and internationally.

CGI

Market Cap: CA$20.7b

Provides information technology and business process services in Western and Southern Europe, the United States, Canada, Scandinavia, Northwest and Central-East Europe, the United Kingdom, Australia, Germany, Finland, Poland, Baltics, and the Asia Pacific.

GB Group

Market Cap: UK£365.8m

Provides identity data intelligence products and services in the United Kingdom, the United States, Australia, and internationally.