Global Software Healthy potentially undervalued

GoDaddy

Market Cap: US$18.5b

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

Asana

Market Cap: US$3.6b

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

IONOS Group

Market Cap: €4.5b

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.

Teradata

Market Cap: US$2.1b

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

Kaltura

Market Cap: US$230.2m

Provides various software-as-a-service (SaaS) products and solutions and a platform-as-a-service (PaaS) in the United States, Europe, the Middle East, Africa, and internationally.

PagerDuty

Market Cap: US$1.5b

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

Commerce.com

Market Cap: US$391.6m

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.

OneSpan

Market Cap: US$603.2m

Provides digital solutions for security, authentication, identity, electronic signature, and digital workflow products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions.

Elastic

Market Cap: US$8.7b

A search artificial intelligence (AI) company, provides software platforms to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally.

Endava

Market Cap: US$486.2m

Provides technology services in North America, Europe, the United Kingdom, and internationally.

Adobe

Market Cap: US$145.5b

Operates as a technology company worldwide.

HubSpot

Market Cap: US$23.9b

Provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.

Enghouse Systems

Market Cap: CA$1.1b

Develops enterprise software solutions worldwide.

Hyundai Autoever

Market Cap: ₩4.2t

Provides information and communication technology services in South Korea and internationally.

LG CNS

Market Cap: ₩6.4t

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

ASGN

Market Cap: US$2.1b

Engages in the provision of information technology (IT) services and solutions in the technology, digital, and creative fields for commercial and government sectors in the United States, Canada, and Europe.

Sprout Social

Market Cap: US$690.5m

Designs, develops, and operates a web-based social media management platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Truecaller

Market Cap: SEK 13.2b

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

DXC Technology

Market Cap: US$2.4b

Provides information technology services and solutions in the United States, the United Kingdom, the rest of Europe, Australia, and internationally.

Expensify

Market Cap: US$160.3m

Provides a cloud-based expense management software platform in the United States and internationally.

AudioEye

Market Cap: US$181.3m

Provides Internet content publication and distribution software and related services to Internet and other media to people regardless of their device, location, or disabilities in the United States and Europe.

Verint Systems

Market Cap: US$1.2b

Provides customer engagement solutions worldwide.

Kontron

Market Cap: €1.6b

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

Zeta Global Holdings

Market Cap: US$4.8b

Operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally.

Zoom Communications

Market Cap: US$24.8b

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

SentinelOne

Market Cap: US$6.0b

Operates as a cybersecurity provider in the United States and internationally.

FDM Group (Holdings)

Market Cap: UK£148.0m

Provides information technology (IT) services in the United Kingdom, North America, Europe, the Middle East, Africa, rest of Europe, and the Asia Pacific.

Amplitude

Market Cap: US$1.4b

Provides a digital analytics platform that analyzes customer behavior in the United States and internationally.

Mitek Systems

Market Cap: US$426.3m

Provides mobile image capture and digital identity verification solutions worldwide.

Capgemini

Market Cap: €20.3b

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.

Freshworks

Market Cap: US$3.3b

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

Clear Secure

Market Cap: US$4.1b

Operates a secure identity platform under the CLEAR brand name primarily in the United States.

Asiainfo Security TechnologiesLtd

Market Cap: CN¥7.8b

Provides network security software in China and internationally.

Digital China Group

Market Cap: CN¥31.4b

Offers digital transformation solutions in China.