U.S. Software High Risk Large Caps

Oracle

Market Cap: US$571.0b

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

Shopify

Market Cap: US$202.2b

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$189.2b

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$133.4b

Operates as a technology company worldwide.

Cloudflare

Market Cap: US$68.0b

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

Strategy

Market Cap: US$51.4b

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

Samsara

Market Cap: US$20.8b

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

Unity Software

Market Cap: US$18.2b

Operates a platform to create 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.

IREN

Market Cap: US$13.7b

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

EPAM Systems

Market Cap: US$10.1b

Provides digital platform engineering and software development services worldwide.