U.S. Software Large Cap High Growth Potential

IREN

Market Cap: US$10.1b

Operates in the vertically integrated data center business.

Oracle

Market Cap: US$858.6b

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

Cloudflare

Market Cap: US$78.8b

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

Palantir Technologies

Market Cap: US$406.2b

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.

Circle Internet Group

Market Cap: US$31.0b

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

Workday

Market Cap: US$59.5b

Provides enterprise cloud applications in the United States and internationally.

Nutanix

Market Cap: US$21.0b

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

Zscaler

Market Cap: US$45.2b

Operates as a cloud security company worldwide.

CrowdStrike Holdings

Market Cap: US$111.6b

Provides cybersecurity solutions in the United States and internationally.

Atlassian

Market Cap: US$45.6b

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$26.8b

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

AppLovin

Market Cap: US$200.6b

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

Autodesk

Market Cap: US$68.3b

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

CyberArk Software

Market Cap: US$24.0b

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$21.2b

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

Synopsys

Market Cap: US$77.9b

Provides electronic design automation software products used to design and test integrated circuits.

Cadence Design Systems

Market Cap: US$95.8b

Provides software, hardware, and other services worldwide.

ServiceNow

Market Cap: US$196.6b

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

Datadog

Market Cap: US$48.4b

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

Palo Alto Networks

Market Cap: US$134.6b

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

MongoDB

Market Cap: US$27.2b

Provides general purpose database platform worldwide.

Gen Digital

Market Cap: US$17.7b

Engages in the provision of cyber safety solutions for or individuals, families, and small businesses.

Bentley Systems

Market Cap: US$16.6b

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

Okta

Market Cap: US$16.0b

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

Twilio

Market Cap: US$16.0b

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

Strategy

Market Cap: US$93.6b

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

Microsoft

Market Cap: US$3.8t

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

Akamai Technologies

Market Cap: US$11.0b

Engages in the provision of security, delivery, and cloud computing solutions in the United States and internationally.

Fair Isaac

Market Cap: US$37.3b

Develops software with analytics and digital decisioning technologies that enable businesses to automate, enhance, and connect decisions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Intuit

Market Cap: US$181.6b

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

Fortinet

Market Cap: US$62.1b

Provides cybersecurity and convergence of networking and security solutions worldwide.