U.S. Software Large Cap High Growth Potential

Oracle

Market Cap: US$411.3b

Offers products and services that build, run and support enterprise information technology frameworks worldwide.

Cloudflare

Market Cap: US$107.3b

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

Palantir Technologies

Market Cap: US$412.2b

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$30.0b

Operates as a cloud security company worldwide.

Shopify

Market Cap: US$188.6b

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.

CrowdStrike Holdings

Market Cap: US$216.8b

Provides cybersecurity solutions in the United States and internationally.

Bitmine Immersion Technologies

Market Cap: US$11.0b

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

Nebius Group

Market Cap: US$61.4b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the United States, the United Kingdom, and internationally.

Unity Software

Market Cap: US$20.6b

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.

Datadog

Market Cap: US$88.3b

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

IREN

Market Cap: US$15.0b

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

Workday

Market Cap: US$47.1b

Provides enterprise cloud applications in the United States and internationally.

Atlassian

Market Cap: US$41.3b

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$11.3b

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

Guidewire Software

Market Cap: US$14.8b

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

Samsara

Market Cap: US$23.1b

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

Dynatrace

Market Cap: US$14.2b

Engages in the advancement of observability for digital businesses, which transforms the complexity of modern digital ecosystems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

ServiceNow

Market Cap: US$123.5b

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

MongoDB

Market Cap: US$35.0b

Provides general purpose database platform worldwide.

Palo Alto Networks

Market Cap: US$304.9b

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

Nutanix

Market Cap: US$17.8b

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

Strategy

Market Cap: US$35.5b

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

Microsoft

Market Cap: US$3.6t

A technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide.

Synopsys

Market Cap: US$77.4b

Provides design IP solutions in the semiconductor and electronics industries.

Trimble

Market Cap: US$13.3b

Offers technology solutions and platform that enable office professionals and field workers to connect workflows and industry lifecycles in North America, Europe, the Asia Pacific, and internationally.