U.S. Software Healthy potentially undervalued

BILL Holdings

Market Cap: US$4.8b

Provides financial operations platform for small and midsize businesses worldwide.

Consensus Cloud Solutions

Market Cap: US$681.5m

Provides information delivery services with a software-as-a-service platform in the United States, Canada, Ireland, and internationally.

UiPath

Market Cap: US$8.2b

Provides an automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally.

Amdocs

Market Cap: US$6.4b

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

Riskified

Market Cap: US$794.9m

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$11.3b

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

Elastic

Market Cap: US$9.1b

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.

Autodesk

Market Cap: US$53.0b

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

AudioEye

Market Cap: US$89.7m

Provides patented, 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.

Zeta Global Holdings

Market Cap: US$7.2b

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

Zoom Communications

Market Cap: US$31.5b

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

Tenable Holdings

Market Cap: US$3.9b

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

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.

Octave Intelligence

Market Cap: US$5.0b

Provides various software solutions.

monday.com

Market Cap: US$3.9b

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

Tyler Technologies

Market Cap: US$14.2b

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

Qualys

Market Cap: US$6.5b

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

Telos

Market Cap: US$331.1m

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

Silvaco Group

Market Cap: US$228.7m

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

i3 Verticals

Market Cap: US$438.8m

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

Check Point Software Technologies

Market Cap: US$13.3b

Develops, markets, and supports a range of products and services for IT security worldwide.