Global Software Healthy potentially undervalued

Computer Modelling Group

Market Cap: CA$307.3m

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

Amdocs

Market Cap: US$6.5b

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

GMO internet group

Market Cap: JP¥394.8b

Provides various internet services in Japan and internationally.

Bytes Technology Group

Market Cap: UK£989.2m

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

CSE Global

Market Cap: S$860.5m

An investment holding company, engages in the provision of integrated industrial automation, information technology, and intelligent transport solutions in the Asia Pacific, the Americas, Europe, the Middle East, and Africa.

PagerDuty

Market Cap: US$944.8m

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

IONOS Group

Market Cap: €4.5b

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

Riskified

Market Cap: US$784.3m

Develops and offers an e-commerce risk intelligent platform that allows online merchants to create trusted relationships with consumers in the United States, Europe, the Middle East, Africa, the Asia-Pacific, and the Americas.

Bentley Systems

Market Cap: US$11.4b

Provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Megaport

Market Cap: AU$4.1b

Provides on-demand data and network interconnection services in Australia, New Zealand, Hong Kong, India, Singapore, Japan, the United States of America, Canada, Mexico, and Brazil, and Europe.

Autodesk

Market Cap: US$53.0b

Engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.

Elastic

Market Cap: US$8.4b

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.

ZwsoftLtd

Market Cap: CN¥8.8b

Provides CAD/CAM/CAE solutions in China and internationally.

WingArc1st

Market Cap: JP¥116.1b

Provides software and services in Japan.

LG CNS

Market Cap: ₩7.2t

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

Dassault Systèmes

Market Cap: €29.8b

Provides software solutions and services worldwide.

Truecaller

Market Cap: SEK 7.4b

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

Dolby Laboratories

Market Cap: US$6.2b

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.

Thinkific Labs

Market Cap: CA$103.6m

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

Zeta Global Holdings

Market Cap: US$7.0b

Operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software 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.

TISI

Market Cap: JP¥806.3b

Provides information technology (IT) services in Japan and internationally.

Octave Intelligence

Market Cap: US$4.9b

Provides various software solutions.

Freshworks

Market Cap: US$3.4b

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

Roper Technologies

Market Cap: US$40.9b

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

monday.com

Market Cap: US$3.9b

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

BIPROGY

Market Cap: JP¥449.2b

Provides cloud computing and outsourcing services in Japan.

NICE

Market Cap: ₪17.5b

Provides AI-powered cloud platforms for customer engagement, and financial crime and compliance in the United States, Europe, the Middle East, Africa, and the Asia Pacific.

Tyler Technologies

Market Cap: US$14.3b

Provides integrated software and technology management solutions for the public sector in the United States.

Bravura Solutions

Market Cap: AU$1.4b

Provides software solutions for the wealth management and transfer agency industries in Australia, the United Kingdom, New Zealand, and internationally.

Qualys

Market Cap: US$6.1b

Provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally.

Weave Communications

Market Cap: US$583.2m

Operates an AI-powered patient communications, engagement, and payments platform for small and medium-sized healthcare businesses.

Kinaxis

Market Cap: CA$4.8b

Provides cloud-based subscription software-as-a-service for supply chain operations in the United States, Europe, Asia, and Canada.

i3 Verticals

Market Cap: US$447.5m

Provides enterprise software and services solutions to public sector entities in the United States and Canada.

Telos

Market Cap: US$326.6m

Provides cyber, cloud, and enterprise security solutions in the United States and internationally.

Gloo Holdings

Market Cap: US$296.7m

Designs and develops a vertical technology platform for the faith and flourishing ecosystem.