U.S. Software Healthy potentially undervalued

SPS Commerce

Market Cap: US$2.2b

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

Viant Technology

Market Cap: US$721.0m

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.

N-able

Market Cap: US$945.6m

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

Vertex

Market Cap: US$2.1b

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

Microsoft

Market Cap: US$2.8t

Develops and supports software, services, devices, and solutions worldwide.

Salesforce

Market Cap: US$180.3b

Provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific.

Intuit

Market Cap: US$126.0b

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

Oracle

Market Cap: US$430.5b

Offers products and services that address enterprise information technology environments worldwide.

BILL Holdings

Market Cap: US$3.9b

Provides financial operations platform for small and midsize businesses worldwide.

Consensus Cloud Solutions

Market Cap: US$503.8m

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

Via Transportation

Market Cap: US$1.2b

Provides a platform that transforms global transportation systems into digital networks in the United States, Germany, and internationally.

Information Services Group

Market Cap: US$182.1m

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

Gartner

Market Cap: US$11.4b

Provides business and technology insights for decisions and performance on an organization’s mission-critical priorities in the United States, Canada, Europe, the Middle East, Africa, and internationally.

HubSpot

Market Cap: US$13.6b

Provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.

Atlassian

Market Cap: US$19.4b

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

ASGN

Market Cap: US$1.5b

Provides information technology solutions for commercial and government sectors in the United States, Canada, and Europe.

Twilio

Market Cap: US$18.8b

Provides customer engagement platform solutions in the United States and internationally.

SentinelOne

Market Cap: US$4.8b

Operates as a cybersecurity provider in the United States and internationally.

Strategy

Market Cap: US$45.9b

Operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally.

CCC Intelligent Solutions Holdings

Market Cap: US$3.8b

Operates as a software as a service (SaaS) company for the property and casualty insurance economy in the United States and China.

Freshworks

Market Cap: US$2.3b

A software development company, provides software-as-a-service products in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Crexendo

Market Cap: US$194.4m

Provides cloud communication platform software and unified communications as a service in the United States and internationally.

Amplitude

Market Cap: US$937.4m

Provides an AI analytics platform that helps analyze customer behavior within digital products in the United States and internationally.

Five9

Market Cap: US$1.2b

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

Globant

Market Cap: US$1.9b

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

Bit Digital

Market Cap: US$501.5m

Engages in the institutional grade ethereum treasury and staking business.

Telos

Market Cap: US$321.4m

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

UiPath

Market Cap: US$6.4b

Provides an end-to-end 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.

GitLab

Market Cap: US$3.8b

Develops software for the software development lifecycle in the United States, Europe, and the Asia Pacific.

8x8

Market Cap: US$256.3m

Provides contact center, voice, video, chat, and enterprise-class application programmable interface (API) solutions worldwide.