U.S. Software Large Cap High Growth Potential

AppLovin

Market Cap: US$245.9b

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

Oracle

Market Cap: US$567.4b

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

Palantir Technologies

Market Cap: US$462.8b

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.

Cloudflare

Market Cap: US$71.0b

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

Procore Technologies

Market Cap: US$11.5b

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

Zscaler

Market Cap: US$36.6b

Operates as a cloud security company worldwide.

Workday

Market Cap: US$57.0b

Provides enterprise cloud applications in the United States and internationally.

Nutanix

Market Cap: US$14.1b

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.

Atlassian

Market Cap: US$42.4b

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$120.3b

Provides cybersecurity solutions in the United States and internationally.

HubSpot

Market Cap: US$20.8b

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

Shopify

Market Cap: US$220.6b

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.

Guidewire Software

Market Cap: US$17.5b

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

CyberArk Software

Market Cap: US$22.8b

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.

Samsara

Market Cap: US$21.1b

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

Unity Software

Market Cap: US$19.4b

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.

ServiceNow

Market Cap: US$158.3b

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

IREN

Market Cap: US$13.8b

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

Datadog

Market Cap: US$48.4b

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

MongoDB

Market Cap: US$35.4b

Provides general purpose database platform worldwide.

Palo Alto Networks

Market Cap: US$130.5b

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

Autodesk

Market Cap: US$63.1b

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

Strategy

Market Cap: US$46.4b

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

Twilio

Market Cap: US$21.3b

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

Microsoft

Market Cap: US$3.6t

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

Akamai Technologies

Market Cap: US$12.8b

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

Intuit

Market Cap: US$187.8b

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

Fair Isaac

Market Cap: US$41.0b

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

Cadence Design Systems

Market Cap: US$86.5b

Provides software, hardware, and other services worldwide.