U.S. Software Large Cap High Growth Potential

Cipher Digital

Market Cap: US$11.9b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

AppLovin

Market Cap: US$157.8b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

IREN

Market Cap: US$21.4b

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

Oracle

Market Cap: US$530.0b

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

Cloudflare

Market Cap: US$79.2b

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

Palantir Technologies

Market Cap: US$308.0b

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$20.2b

Operates as a cloud security company worldwide.

Circle Internet Group

Market Cap: US$19.9b

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

Atlassian

Market Cap: US$21.0b

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$174.3b

Provides cybersecurity solutions in the United States and internationally.

Applied Digital

Market Cap: US$13.3b

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

Hut 8

Market Cap: US$14.0b

Operates as an energy infrastructure platform that integrates power, digital infrastructure, and compute at scale to fuel energy-intensive use cases in the United States and Canada.

Nebius Group

Market Cap: US$73.4b

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

Workday

Market Cap: US$28.9b

Provides enterprise cloud applications in the United States and internationally.

Nutanix

Market Cap: US$12.7b

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

Shopify

Market Cap: US$141.6b

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.

Samsara

Market Cap: US$18.5b

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

Dynatrace

Market Cap: US$12.1b

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$98.0b

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$79.4b

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

Palo Alto Networks

Market Cap: US$234.5b

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

MongoDB

Market Cap: US$26.8b

Provides general purpose database platform worldwide.

DigitalOcean Holdings

Market Cap: US$18.1b

Through its subsidiaries, operates an agentic inference cloud platform in North America, Europe, Asia, and internationally.

Okta

Market Cap: US$20.5b

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

Twilio

Market Cap: US$28.3b

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

Strategy

Market Cap: US$39.6b

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

Microsoft

Market Cap: US$2.8t

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

Unity Software

Market Cap: US$12.0b

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.

Synopsys

Market Cap: US$87.2b

Provides design IP solutions in the semiconductor and electronics industries.

Trimble

Market Cap: US$11.5b

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.