Global Software High Risk Large Caps

Oracle

Market Cap: US$425.6b

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

Palantir Technologies

Market Cap: US$323.5b

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.

Shopify

Market Cap: US$164.6b

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.

AppLovin

Market Cap: US$141.2b

Engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.

Adobe

Market Cap: US$106.2b

Operates as a technology company worldwide.

Cloudflare

Market Cap: US$62.3b

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

Strategy

Market Cap: US$43.7b

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

Trimble

Market Cap: US$16.1b

Provides technology solutions that enable professionals and field mobile workers to enhance or transform their work processes in North America, Europe, the Asia Pacific, and internationally.

Samsara

Market Cap: US$15.5b

Provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

SenseTime Group

Market Cap: HK$108.7b

An investment holding company, research, develops and sells artificial intelligence software platforms in Mainland China, Northeast Asia, Southeast Asia, and internationally.

IREN

Market Cap: US$13.3b

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