Global Software Healthy potentially undervalued

DUG Technology

Market Cap: AU$194.6m

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.

ACI Worldwide

Market Cap: US$4.9b

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

Nagarro

Market Cap: €682.4m

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

CGI

Market Cap: CA$29.1b

Provides information technology (IT) and business process services.

GoDaddy

Market Cap: US$20.4b

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

Clearwater Analytics Holdings

Market Cap: US$5.9b

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.

Truecaller

Market Cap: SEK 16.0b

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

Kontron

Market Cap: €1.5b

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.

Dolby Laboratories

Market Cap: US$7.0b

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.

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$9.1b

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

A10 Networks

Market Cap: US$1.2b

Provides security and infrastructure solutions in the United States, rest of the Americas, Japan, rest of the Asia Pacific, Europe, the Middle East, and Africa.

Sopra Steria Group

Market Cap: €3.4b

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

Inuvo

Market Cap: US$50.1m

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

Capgemini

Market Cap: €21.5b

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.

GFT Technologies

Market Cap: €464.1m

Provides digital transformation services.

Qt Group Oyj

Market Cap: €1.2b

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

Opera

Market Cap: US$1.4b

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

Dynatrace

Market Cap: US$14.7b

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.

Cognizant Technology Solutions

Market Cap: US$35.3b

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

Ooma

Market Cap: US$320.8m

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

Praemium

Market Cap: AU$318.0m

Provides advisors and wealth management solutions by seamless digital platform experience in Australia and internationally.

Samsung SDS

Market Cap: ₩11.4t

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

dotdigital Group

Market Cap: UK£214.2m

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

Exodus Movement

Market Cap: US$760.2m

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

UiPath

Market Cap: US$5.8b

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.

Atturra

Market Cap: AU$304.9m

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

Inspur Digital Enterprise Technology

Market Cap: HK$11.4b

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.

Hansen Technologies

Market Cap: AU$1.1b

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

Yusys Technologies

Market Cap: CN¥19.1b

Provides financial technology solutions in China.

CENIT

Market Cap: €60.7m

Provides software solutions and associated software consulting and integration services.

Accenture

Market Cap: US$159.0b

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

DocuSign

Market Cap: US$14.3b

Provides electronic signature solution in the United States and internationally.

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.

EPAM Systems

Market Cap: US$9.3b

Provides digital platform engineering and software development services worldwide.