U.S. Software Healthy potentially undervalued

Verint Systems

Market Cap: US$1.2b

Provides customer engagement solutions worldwide.

Zeta Global Holdings

Market Cap: US$4.8b

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

SentinelOne

Market Cap: US$6.0b

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

Zoom Communications

Market Cap: US$24.8b

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

Amplitude

Market Cap: US$1.4b

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

Mitek Systems

Market Cap: US$426.3m

Provides mobile image capture and digital identity verification solutions worldwide.

Clear Secure

Market Cap: US$4.1b

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

Freshworks

Market Cap: US$3.3b

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

Dynatrace

Market Cap: US$14.7b

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.

Akamai Technologies

Market Cap: US$10.8b

Engages in the provision of security, delivery, and cloud computing solutions in the United States and internationally.

Five9

Market Cap: US$1.7b

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

BILL Holdings

Market Cap: US$5.2b

Provides financial operations platform for small and midsize businesses worldwide.

Silvaco Group

Market Cap: US$190.2m

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

Weave Communications

Market Cap: US$544.6m

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

Sprinklr

Market Cap: US$1.9b

Provides enterprise cloud software products worldwide.

Accenture

Market Cap: US$157.0b

Provides strategy and consulting, industry X, song, and technology and operation services in North America, Europe, the Middle East, Africa, and internationally.

Intellicheck

Market Cap: US$99.6m

A technology company, provides on-demand digital identity validation solutions for KYC, fraud, and age verification needs in North America.

Riskified

Market Cap: US$729.3m

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.

nCino

Market Cap: US$3.0b

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

Confluent

Market Cap: US$8.3b

Operates a data streaming platform in the United States and internationally.

Atlassian

Market Cap: US$38.8b

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

Kyndryl Holdings

Market Cap: US$6.9b

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

Klaviyo

Market Cap: US$7.7b

A technology company, provides a software-as-a-service platform in the United States, other Americas, the Asia-Pacific, Europe, the Middle East, and Africa.

PAR Technology

Market Cap: US$1.5b

Provides omnichannel cloud-based hardware and software solutions to the worldwide.

Q2 Holdings

Market Cap: US$4.0b

Provides digital solutions to financial institutions, financial technology companies, FinTechs, and alternative finance companies (Alt-FIs) in the United States.

BlackLine

Market Cap: US$3.1b

Provides cloud-based solutions to automate and streamline accounting and finance operations in the United States and internationally.

OneStream

Market Cap: US$4.5b

OneStream, Inc. delivers a unified, AI-enabled, and extensible software platform in the United States and internationally.

EverCommerce

Market Cap: US$2.0b

Provides integrated software-as-a-service solutions for service-based small and medium-sized businesses in the United States and internationally.

Box

Market Cap: US$4.8b

Provides a cloud content management platform that enables organizations of various sizes to manage and share their content from anywhere on any device in the United States and Japan.

Salesforce

Market Cap: US$233.6b

Provides customer relationship management (CRM) technology that connects companies and customers together worldwide.

Perfect

Market Cap: US$205.7m

An artificial intelligence software as a service company, provides artificial intelligence (AI)- and augmented reality (AR)-powered solutions for beauty, fashion, and skincare industries worldwide.

Globant

Market Cap: US$2.6b

Provides technology services worldwide.

Telos

Market Cap: US$531.5m

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

Qualys

Market Cap: US$4.7b

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

8x8

Market Cap: US$265.9m

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

GitLab

Market Cap: US$7.8b

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