U.S. Software Healthy potentially undervalued

Freshworks

Market Cap: US$3.8b

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

N-able

Market Cap: US$1.4b

Provides cloud-based security, data protection, and unified endpoint management software solutions for managed service providers in the United States, the United Kingdom, and internationally.

CleanSpark

Market Cap: US$2.6b

Operates as a bitcoin mining company in the Americas.

Semrush Holdings

Market Cap: US$1.1b

Develops an online visibility management software-as-a-service platform in the United States, the United Kingdom, and internationally.

Clear Secure

Market Cap: US$4.7b

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

CI&T

Market Cap: US$664.5m

Provides strategy, design, and software engineering services worldwide.

Perfect

Market Cap: US$193.5m

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.

Five9

Market Cap: US$2.0b

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

Akamai Technologies

Market Cap: US$11.1b

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

Salesforce

Market Cap: US$235.0b

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

Silvaco Group

Market Cap: US$137.9m

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

Amdocs

Market Cap: US$9.5b

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

Weave Communications

Market Cap: US$587.8m

Provides a customer experience and payments software platform for small and medium-sized healthcare businesses in the United States and Canada.

Qualys

Market Cap: US$4.7b

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

Sprinklr

Market Cap: US$2.1b

Provides enterprise cloud software products worldwide.

Alkami Technology

Market Cap: US$2.5b

Provides cloud-based digital banking solutions in the United States.

SoundThinking

Market Cap: US$159.1m

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

Riskified

Market Cap: US$682.2m

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.

Atlassian

Market Cap: US$44.8b

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

HubSpot

Market Cap: US$24.0b

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

Yext

Market Cap: US$1.1b

Provides a platform that offers answers to consumer questions in North America and internationally.

Expensify

Market Cap: US$161.2m

Provides a cloud-based expense management software platform in the United States and internationally.

Zeta Global Holdings

Market Cap: US$4.4b

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$5.5b

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

Twilio

Market Cap: US$15.5b

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

Crexendo

Market Cap: US$184.0m

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

Amplitude

Market Cap: US$1.4b

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

OneStream

Market Cap: US$4.8b

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

Box

Market Cap: US$4.5b

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.

Globant

Market Cap: US$3.0b

Provides technology services worldwide.

Intuit

Market Cap: US$184.8b

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

Telos

Market Cap: US$445.7m

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

Fortinet

Market Cap: US$59.6b

Provides cybersecurity and convergence of networking and security solutions worldwide.