U.S. Software Healthy potentially undervalued

Accenture

Market Cap: US$122.8b

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

ACI Worldwide

Market Cap: US$4.0b

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

LiveRamp Holdings

Market Cap: US$1.7b

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

Xperi

Market Cap: US$265.4m

Operates as a media and entertainment technology company worldwide.

DXC Technology

Market Cap: US$2.0b

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

Zoom Communications

Market Cap: US$22.6b

Provides an Artificial Intelligence-first open work platform for human connection in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Cognyte Software

Market Cap: US$580.7m

A software-led technology company, focuses on solutions for data processing and analytics worldwide.

Roper Technologies

Market Cap: US$36.4b

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

Opera

Market Cap: US$1.3b

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

Inuvo

Market Cap: US$36.5m

An advertising technology and services company, develops and commercializes large language generative artificial intelligence that discovers and targets digital audiences in the United States.

Cognizant Technology Solutions

Market Cap: US$29.7b

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

Amdocs

Market Cap: US$7.0b

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

Weave Communications

Market Cap: US$373.6m

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

Qualys

Market Cap: US$3.4b

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

Exodus Movement

Market Cap: US$220.0m

Operates as a financial technology for blockchain and digital asset industry in the United States.

SoundThinking

Market Cap: US$83.1m

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

PTC

Market Cap: US$17.8b

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

Braze

Market Cap: US$2.1b

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

Similarweb

Market Cap: US$227.0m

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

Pagaya Technologies

Market Cap: US$878.1m

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.

Commerce.com

Market Cap: US$219.5m

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

Endava

Market Cap: US$242.0m

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

PagerDuty

Market Cap: US$585.5m

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

Elastic

Market Cap: US$5.5b

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.

Adobe

Market Cap: US$101.2b

Operates as a technology company worldwide.

Teradata

Market Cap: US$2.5b

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

GoDaddy

Market Cap: US$11.3b

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

Asana

Market Cap: US$1.6b

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

Alarm.com Holdings

Market Cap: US$2.2b

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

Riskified

Market Cap: US$609.1m

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.

Zeta Global Holdings

Market Cap: US$4.1b

Operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally.

Dolby Laboratories

Market Cap: US$5.8b

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.

Klaviyo

Market Cap: US$5.7b

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.

Sprout Social

Market Cap: US$343.1m

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

Porch Group

Market Cap: US$753.7m

Develops and sells software and data solutions, manages insurance services, and provides consumer services related to homeownership in the United States.

SPS Commerce

Market Cap: US$2.2b

Provides cloud-based supply chain management solutions in the United States.