Global Software Large Cap High Growth Potential

Oracle

Market Cap: US$570.4b

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

Palantir Technologies

Market Cap: US$427.6b

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.

Procore Technologies

Market Cap: US$11.4b

Provides a cloud-based construction management platform and related products and services in the United States and internationally.

Nutanix

Market Cap: US$14.4b

Provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.

Circle Internet Group

Market Cap: US$19.5b

Operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.

Workday

Market Cap: US$54.7b

Provides enterprise cloud applications in the United States and internationally.

Zscaler

Market Cap: US$34.5b

Operates as a cloud security company worldwide.

HubSpot

Market Cap: US$19.5b

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

Atlassian

Market Cap: US$38.5b

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

CrowdStrike Holdings

Market Cap: US$117.7b

Provides cybersecurity solutions in the United States and internationally.

Applied Digital

Market Cap: US$10.7b

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

AppLovin

Market Cap: US$222.6b

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

Cloudflare

Market Cap: US$64.0b

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

Shopify

Market Cap: US$218.6b

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.

Xero

Market Cap: AU$18.3b

Provides online business solutions for small businesses and their advisors in Australia, New Zealand, the United Kingdom, North America, and internationally.

Nemetschek

Market Cap: €10.7b

Provides software solutions for architecture, engineering, construction, operation, and media industries in Germany, the rest of Europe, the Americas, the Asia Pacific, and internationally.

Samsara

Market Cap: US$19.4b

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

CyberArk Software

Market Cap: US$23.1b

Develops, markets, and sells software-based identity security solutions and services in the United States, Israel, the United Kingdom, Europe, the Middle East, Africa, and internationally.

Guidewire Software

Market Cap: US$15.7b

Provides a platform for property and casualty (P&C) insurers worldwide.

WiseTech Global

Market Cap: AU$22.4b

Engages in the development and provision of software solutions to the logistics execution industry in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Unity Software

Market Cap: US$19.1b

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$16.5b

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

Datadog

Market Cap: US$44.4b

Operates an observability and security platform for cloud applications in the United States and internationally.

Nomura Research Institute

Market Cap: JP¥3.6t

Provides consulting, financial information technology (IT) solutions, industrial IT solutions, and IT platform services in Japan and internationally.

Persistent Systems

Market Cap: ₹948.9b

Provides software products, services, and technology solutions in India, North America, and internationally.

Palo Alto Networks

Market Cap: US$131.6b

Provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

MongoDB

Market Cap: US$34.0b

Provides general purpose database platform worldwide.

Horizon Robotics

Market Cap: HK$137.7b

An investment holding company, provides automotive solutions for passenger vehicles in China.

Indra Sistemas

Market Cap: €10.3b

Operates as a technology and consulting company for aerospace, defense, and mobility business worldwide.

Autodesk

Market Cap: US$58.8b

Provides 3D design, engineering, and entertainment technology solutions worldwide.

Tech Mahindra

Market Cap: ₹1.4t

Provides information technology services and solutions in the Americas, Europe, India, and internationally.

Sage Group

Market Cap: UK£10.4b

Offers technology solutions and services for small and medium businesses in North America, Europe, the United Kingdom, Ireland, Africa and Asia-Pacific.

Twilio

Market Cap: US$19.9b

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

Strategy

Market Cap: US$49.4b

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

Oracle Corporation Japan

Market Cap: JP¥1.6t

Provides software, hardware, and cloud products and solutions in Japan.

Nebius Group

Market Cap: US$27.0b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.