Global Software Healthy potentially undervalued

GoDaddy

Market Cap: US$12.1b

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

PagerDuty

Market Cap: US$914.7m

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

Adobe

Market Cap: US$104.6b

Operates as a technology company worldwide.

Commerce.com

Market Cap: US$171.5m

Provides artificial intelligence-driven commerce ecosystem in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Dolby Laboratories

Market Cap: US$5.7b

Engages in the design and manufacture of audio, imaging, accessibility, and other hardware and software solutions for television, broadcast, and live entertainment industries in the United States and internationally.

PAR Technology

Market Cap: US$803.3m

Provides omnichannel cloud-based software and hardware solutions for the restaurant and retail industries worldwide.

Dassault Systèmes

Market Cap: €29.4b

Provides software solutions and services worldwide.

Thinkific Labs

Market Cap: CA$90.8m

Engages in the development, marketing, and support management of cloud-based platform in Canada, the United States, and internationally.

DXC Technology

Market Cap: US$1.7b

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

Sprout Social

Market Cap: US$594.4m

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

Klaviyo

Market Cap: US$5.1b

Provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa.

Yonyou Network TechnologyLtd

Market Cap: CN¥37.2b

Provides digital software and services to enterprises and public organizations in China and internationally.

N-able

Market Cap: US$644.2m

Provides unified endpoint management, security operations, and data protection solutions worldwide.

Alfa Financial Software Holdings

Market Cap: UK£498.3m

Through its subsidiaries, provides software and related services to the auto and equipment finance industry in the United Kingdom, North Americas, Europe, Africa, Australasia and internationally.

Capgemini

Market Cap: €18.7b

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.

Vertex

Market Cap: US$2.1b

Provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally.

Lightspeed Commerce

Market Cap: CA$1.9b

Engages in sale of cloud-based software subscriptions and payments solutions for single and multi-location retailers, restaurants, golf course operators, and other businesses.

Roper Technologies

Market Cap: US$39.0b

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

Clear Secure

Market Cap: US$6.0b

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

monday.com

Market Cap: US$3.7b

Develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally.

Glodon

Market Cap: CN¥14.5b

Provides digital building platform services to the construction industry in China.

91APP

Market Cap: NT$6.2b

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

Life360

Market Cap: AU$5.1b

Operates a technology platform to locate people, pets, and things in North America, Europe, the Middle East, Africa, and internationally.

Bluebik Group

Market Cap: ฿4.4b

A service provider for software design and development, management strategic consulting, strategic project management, big data implementation and data analytics in Thailand and Laos.

Alithya Group

Market Cap: CA$104.5m

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

Oracle

Market Cap: US$411.3b

Offers products and services that build, run and support enterprise information technology frameworks worldwide.

Intuit

Market Cap: US$95.9b

Provides financial management, payments and capital, compliance, and marketing products and services in the United States.

Cognizant Technology Solutions

Market Cap: US$26.0b

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

Globant

Market Cap: US$1.6b

Provides technology services in the United States, rest of North America, Latin America, Europe, and internationally.

Serko

Market Cap: NZ$195.4m

Provides online travel booking and expense management services in New Zealand, Australia, the United States, Europe, and internationally.

Text

Market Cap: zł1.3b

Develops and distributes online text communication software for businesses worldwide.

BILL Holdings

Market Cap: US$4.9b

Provides financial operations platform for small and midsize businesses worldwide.

Silvaco Group

Market Cap: US$230.4m

Provides technology computer aided design (TCAD) software, electronic design automation (EDA) software, and semiconductor intellectual property (SIP) solutions in the United States and internationally.

Consensus Cloud Solutions

Market Cap: US$698.0m

Provides information delivery services with a software-as-a-service platform in the United States, Canada, Ireland, and internationally.

Cerillion

Market Cap: UK£274.7m

Engages in the provision of software for billing, charging, and customer relationship management to the telecommunications sector in the United Kingdom, Europe, the Middle East and Africa, the Americas, and the Asia Pacific.

accesso Technology Group

Market Cap: UK£99.1m

Engages in the development and application of technology solutions in the United Kingdom, Europe, North America, Central and South America, the Middle East, South Pacific, Asia, and Africa.