U.S. Software Healthy potentially undervalued

Inuvo

Market Cap: US$15.9m

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

N-able

Market Cap: US$774.2m

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

Oracle

Market Cap: US$404.0b

Offers products and services that build, run and support enterprise information technology frameworks worldwide.

Intuit

Market Cap: US$75.3b

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

Cognizant Technology Solutions

Market Cap: US$19.9b

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

Globant

Market Cap: US$1.4b

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

Consensus Cloud Solutions

Market Cap: US$698.0m

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

BILL Holdings

Market Cap: US$4.0b

Provides financial operations platform for small and midsize businesses worldwide.

UiPath

Market Cap: US$6.1b

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$5.5b

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

ServiceTitan

Market Cap: US$7.5b

Provides an end-to-end cloud-based software platform in the United States, Armenia, and Canada.

Information Services Group

Market Cap: US$196.6m

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

Similarweb

Market Cap: US$541.4m

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

SoundThinking

Market Cap: US$117.6m

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

Accenture

Market Cap: US$84.1b

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

Riskified

Market Cap: US$738.9m

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.

Teradata

Market Cap: US$3.3b

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

Bentley Systems

Market Cap: US$10.1b

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

Elastic

Market Cap: US$6.0b

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$43.8b

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

Atlassian

Market Cap: US$21.3b

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

Porch Group

Market Cap: US$1.7b

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

AudioEye

Market Cap: US$81.3m

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$5.2b

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

Strategy

Market Cap: US$35.4b

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

Klaviyo

Market Cap: US$5.1b

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.

Q2 Holdings

Market Cap: US$3.3b

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

Octave Intelligence

Market Cap: US$4.7b

Provides various software solutions.

Cerence

Market Cap: US$484.0m

Provides AI-powered assistants for the mobility/transportation market in the United States, the rest of the Americas, Germany, the rest of Europe, the Middle East, Africa, Japan, and the rest of the Asia-Pacific.

Amplitude

Market Cap: US$1.2b

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

Freshworks

Market Cap: US$2.9b

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

Tyler Technologies

Market Cap: US$13.4b

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

Five9

Market Cap: US$1.8b

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

Gloo Holdings

Market Cap: US$364.6m

Designs and develops a vertical technology platform for the faith and flourishing ecosystem.

Telos

Market Cap: US$366.6m

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

GitLab

Market Cap: US$5.4b

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