U.S. Software Healthy potentially undervalued

PTC

Market Cap: US$17.7b

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

ACI Worldwide

Market Cap: US$4.1b

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

Accenture

Market Cap: US$148.4b

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

Pegasystems

Market Cap: US$6.8b

Develops, markets, licenses, hosts, and supports enterprise software in the United States, rest of the Americas, the United Kingdom, rest of Europe, the Middle East, Africa, and the Asia-Pacific.

Amplitude

Market Cap: US$1.1b

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

N-able

Market Cap: US$1.0b

Provides cloud-based security, data protection, and unified endpoint management software solutions for managed service providers in the United States, the United Kingdom, and internationally.

Dynatrace

Market Cap: US$10.4b

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.

Opera

Market Cap: US$1.2b

Provides mobile and PC web browsers and related products and services in Norway and internationally.

Clear Secure

Market Cap: US$4.2b

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

Roper Technologies

Market Cap: US$37.2b

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

CI&T

Market Cap: US$654.3m

Provides strategy, design, and software engineering services worldwide.

Weave Communications

Market Cap: US$482.2m

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

Amdocs

Market Cap: US$8.0b

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

Similarweb

Market Cap: US$403.8m

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

Braze

Market Cap: US$2.1b

Operates a customer engagement platform that provides interactions between consumers and brands worldwide.

SoundThinking

Market Cap: US$89.9m

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

CS Disco

Market Cap: US$353.7m

Provides cloud-native and artificial intelligence-powered legal products for legal hold, legal request, ediscovery, legal document review, and case management in the United States and internationally.

Information Services Group

Market Cap: US$259.1m

Operates as an artificial intelligence (AI) centered technology research and advisory company in the Americas, Europe, and the Asia Pacific.

Pagaya Technologies

Market Cap: US$1.5b

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

nCino

Market Cap: US$2.1b

A software-as-a-service company, provides software solutions to financial institutions in the United States, the United Kingdom, and internationally.

OneSpan

Market Cap: US$425.9m

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.

GoDaddy

Market Cap: US$12.7b

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

Intapp

Market Cap: US$2.4b

Through its subsidiary, Integration Appliance, Inc., provides AI-powered solutions in the United States, the United Kingdom, 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.

Teradata

Market Cap: US$2.4b

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

PagerDuty

Market Cap: US$816.3m

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

Commerce.com

Market Cap: US$242.2m

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.

Alarm.com Holdings

Market Cap: US$2.3b

Provides various Internet of Things (IoT) and solutions for residential, multi-family, small business, and enterprise commercial markets in North America and internationally.

Adobe

Market Cap: US$111.6b

Operates as a technology company worldwide.

Elastic

Market Cap: US$6.3b

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.

Kyndryl Holdings

Market Cap: US$5.1b

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

Endava

Market Cap: US$296.4m

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

Sprout Social

Market Cap: US$474.1m

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

DXC Technology

Market Cap: US$2.3b

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

Tenable Holdings

Market Cap: US$2.4b

Provides cyber exposure management solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

Yext

Market Cap: US$642.6m

Provides a platform that offers answers to consumer questions in North America and internationally.