Global Software High Risk Large Caps

Oracle

Market Cap: US$545.8b

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

Palantir Technologies

Market Cap: US$329.4b

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.

AppLovin

Market Cap: US$163.2b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

Shopify

Market Cap: US$136.4b

A commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Cloudflare

Market Cap: US$75.2b

Operates as a cloud services provider that delivers a range of services to businesses worldwide.

Strategy

Market Cap: US$57.9b

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

IREN

Market Cap: US$20.7b

Operates in the vertically integrated data center business in Australia and Canada.

Aurora Innovation

Market Cap: US$14.1b

Engages in the self-driving technology business in the United States.

Applied Digital

Market Cap: US$13.7b

Designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America.

Hut 8

Market Cap: US$11.9b

Operates as an energy infrastructure platform that integrates power, digital infrastructure, and compute at scale to fuel energy-intensive use cases in the United States and Canada.

Hyundai Autoever

Market Cap: ₩17.3t

Provides information and communication technology services in South Korea and internationally.

TeraWulf

Market Cap: US$11.4b

Owns, develops, operates digital infrastructure in the United States.

Bitmine Immersion Technologies

Market Cap: US$11.2b

Operates as a blockchain technology company primarily in the United States.

Unity Software

Market Cap: US$11.1b

Operates a platform to develop, deploy, and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.