U.S. Software Healthy potentially undervalued

ACI Worldwide

Market Cap: US$5.2b

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

Similarweb

Market Cap: US$736.9m

Provides digital data and analytics for power critical business decisions in the United States, Europe, the Asia Pacific, the United Kingdom, Israel, and internationally.

Xperi

Market Cap: US$305.8m

Operates as a media and entertainment technology company worldwide.

Cognyte Software

Market Cap: US$649.3m

A software-driven technology company, focuses on investigative analytics solutions worldwide.

Cerence

Market Cap: US$359.1m

Provides AI-powered assistants for the mobility/transportation market in the United States, the rest of the Americas, Germany, the rest of Europe, the Middle East, Africa, Japan, and the rest of the Asia-Pacific.

Viant Technology

Market Cap: US$825.6m

Operates a cloud-based demand side platform (DSP) that enables the programmatic purchase of digital advertising across multiple channels, including connected TV (CTV), streaming audio, digital out-of-home, mobile, and desktop.

Opera

Market Cap: US$1.6b

Provides mobile and PC web browsers and related products and services in Ireland, Singapore, the United States, and internationally.

Tuya

Market Cap: US$1.1b

Provides artificial intelligence (AI) cloud platform services in the People’s Republic of China.

Trimble

Market Cap: US$13.8b

Offers technology solutions and platform that enable office professionals and field workers to connect workflows and industry lifecycles in North America, Europe, the Asia Pacific, and internationally.

SoundThinking

Market Cap: US$80.8m

A public safety technology company, provides data-driven solutions and strategic advisory services for law enforcement, security teams, and civic leadership.

Thryv Holdings

Market Cap: US$92.9m

Provides digital marketing solutions and cloud-based tools to the small-to-medium-sized businesses in the United States.

LiveRamp Holdings

Market Cap: US$2.3b

A technology company, operates a data collaboration platform in the United States, Europe, the Asia-Pacific, and internationally.

Pagaya Technologies

Market Cap: US$1.7b

A product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services, their customers, and institutional or sophisticated investors in the United States, Israel, and the Cayman Islands.

PTC

Market Cap: US$16.5b

Operates as software company in the Americas, Europe, and the Asia Pacific.

EPAM Systems

Market Cap: US$5.5b

Provides digital platform engineering and software development services worldwide.

PagerDuty

Market Cap: US$938.6m

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

Asana

Market Cap: US$2.2b

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

Alarm.com Holdings

Market Cap: US$2.8b

Operates a platform for connected properties in North America and internationally.

Teradata

Market Cap: US$2.6b

Provides an AI and knowledge platforms in the United States and internationally.

Commerce.com

Market Cap: US$186.4m

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

GoDaddy

Market Cap: US$12.3b

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

Adobe

Market Cap: US$108.2b

Operates as a technology company worldwide.

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.

Dolby Laboratories

Market Cap: US$5.9b

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$797.5m

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

Sprout Social

Market Cap: US$607.7m

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$5.2b

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.

N-able

Market Cap: US$653.6m

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

Vertex

Market Cap: US$2.2b

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

Roper Technologies

Market Cap: US$40.3b

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.

Globant

Market Cap: US$1.7b

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

Cognizant Technology Solutions

Market Cap: US$27.4b

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

Intuit

Market Cap: US$99.0b

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

Oracle

Market Cap: US$414.2b

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

Weave Communications

Market Cap: US$584.8m

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