Global Software Healthy potentially undervalued

Five9

Market Cap: US$1.6b

Provides intelligent cloud software for contact centers in the United States and internationally.

Asiainfo Security TechnologiesLtd

Market Cap: CN¥8.3b

Provides network security software in China and internationally.

Digital China Group

Market Cap: CN¥29.1b

Offers digital transformation solutions in China.

accesso Technology Group

Market Cap: UK£149.9m

Develops technology solutions for the attractions and leisure industry.

Silvaco Group

Market Cap: US$176.5m

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

BILL Holdings

Market Cap: US$5.0b

Provides financial operations platform for small and midsize businesses worldwide.

Weave Communications

Market Cap: US$506.9m

Provides a customer experience and payments software platform for small and medium-sized healthcare businesses.

Sinch

Market Cap: SEK 26.3b

Provides cloud communications services and solutions for enterprises and mobile operators.

Telos

Market Cap: US$484.2m

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

Appen

Market Cap: AU$216.5m

Operates as an AI lifecycle company that provides data sourcing, data annotation, and model evaluation solutions in Australia, the United States, and internationally.

Samsung SDS

Market Cap: ₩12.9t

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

Bytes Technology Group

Market Cap: UK£985.8m

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

Sprinklr

Market Cap: US$1.8b

Provides enterprise cloud software products worldwide.

Accenture

Market Cap: US$149.4b

Provides strategy and consulting, industry X, song, and technology and operation services in Americas, Europe, Middle East, Africa, Asia Pacific, and internationally.

Hansen Technologies

Market Cap: AU$1.2b

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

Atturra

Market Cap: AU$278.4m

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

GMO internet group

Market Cap: JP¥354.0b

Provides various Internet services worldwide.

NCC Group

Market Cap: UK£446.2m

Engages in the cyber and software resilience business in the United Kingdom, the Asian-Pacific, North America, and Europe.

Mensch und Maschine Software

Market Cap: €781.7m

Provides computer aided design, manufacturing, and engineering, product data management, and building information modeling/management solutions in Germany, Austria, Switzerland, the United Kingdom, Italy, France, Hungary, and internationally.

Atlassian

Market Cap: US$37.9b

Provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.

Kyndryl Holdings

Market Cap: US$6.4b

Operates as a technology services company and IT infrastructure services provider in the United States, Japan, and internationally.

Confluent

Market Cap: US$7.8b

Operates a data streaming platform in the United States and internationally.

Riskified

Market Cap: US$707.3m

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.

ReadyTech Holdings

Market Cap: AU$266.9m

Provides technology-based solutions in Australia and New Zealand, the United Kingdom, and the United States of America.

Computacenter

Market Cap: UK£2.8b

Provides technology and services to corporate and public sector organizations in the United Kingdom, Germany, Western Europe, North America, and internationally.

Tracsis

Market Cap: UK£110.0m

Provides software and hardware, data analytics/GIS services for the rail, traffic data, and transportation industries in the United Kingdom, Ireland, rest of Europe, Europe, North America, and internationally.

AudioEye

Market Cap: US$170.2m

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.

Klaviyo

Market Cap: US$7.3b

A technology company, provides a software-as-a-service platform in the United States, other Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

Q2 Holdings

Market Cap: US$3.9b

Provides digital solutions to financial institutions, financial technology companies, FinTechs, and alternative finance companies (Alt-FIs) in the United States.

EverCommerce

Market Cap: US$2.0b

Provides integrated software-as-a-service solutions for service-based small and medium-sized businesses in the United States and internationally.

Roper Technologies

Market Cap: US$54.8b

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

Sansan

Market Cap: JP¥228.6b

Engages in the planning, development, and selling of cloud-based solutions in Japan.

OneStream

Market Cap: US$4.3b

OneStream, Inc. delivers a unified, AI-enabled, and extensible software platform in the United States and internationally.

NICE

Market Cap: ₪27.2b

Provides AI-powered cloud platforms for customer engagement, and financial crime and compliance worldwide.

Grid Dynamics Holdings

Market Cap: US$645.2m

Provides technology consulting, platform and product engineering, and analytics services in North America, Europe, and internationally.

Serko

Market Cap: NZ$345.3m

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