U.S. Software Large Cap High Growth Potential

Oracle

Market Cap: US$421.5b

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

Cloudflare

Market Cap: US$58.5b

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

Palantir Technologies

Market Cap: US$332.6b

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.

Zscaler

Market Cap: US$27.0b

Operates as a cloud security company worldwide.

Circle Internet Group

Market Cap: US$13.0b

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

Workday

Market Cap: US$44.7b

Provides enterprise cloud applications in the United States and internationally.

Nutanix

Market Cap: US$10.6b

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

Atlassian

Market Cap: US$27.6b

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$12.8b

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

CrowdStrike Holdings

Market Cap: US$104.7b

Provides cybersecurity solutions in the United States and internationally.

AppLovin

Market Cap: US$130.9b

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

IREN

Market Cap: US$14.8b

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

CoreWeave

Market Cap: US$38.9b

Operates a cloud platform that provides scaling, support, and acceleration for GenAI.

Autodesk

Market Cap: US$51.5b

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

Shopify

Market Cap: US$148.4b

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.

CyberArk Software

Market Cap: US$20.5b

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$11.2b

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

Samsara

Market Cap: US$14.5b

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

Unity Software

Market Cap: US$10.7b

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.

Datadog

Market Cap: US$40.6b

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

ServiceNow

Market Cap: US$116.2b

Provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally.

Cadence Design Systems

Market Cap: US$73.9b

Provides software, hardware, and other services worldwide.

Fair Isaac

Market Cap: US$32.9b

Provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Palo Alto Networks

Market Cap: US$116.2b

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

MongoDB

Market Cap: US$27.5b

Provides general purpose database platform worldwide.

Bentley Systems

Market Cap: US$10.3b

Provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Okta

Market Cap: US$14.8b

Operates as an identity partner in the United States and internationally.

Strategy

Market Cap: US$41.8b

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

Twilio

Market Cap: US$17.0b

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

Microsoft

Market Cap: US$3.1t

Develops and supports software, services, devices, and solutions worldwide.

Nebius Group

Market Cap: US$20.7b

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

Intuit

Market Cap: US$124.0b

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

Trimble

Market Cap: US$15.5b

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.

Fortinet

Market Cap: US$58.7b

Provides cybersecurity and convergence of networking and security solutions worldwide.