Global Software Growth at Reasonable Price

AppLovin

Market Cap: US$175.0b

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

Oracle

Market Cap: US$554.0b

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

Zscaler

Market Cap: US$21.1b

Operates as a cloud security company worldwide.

Atlassian

Market Cap: US$23.2b

Provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.

Intapp

Market Cap: US$1.8b

Through its subsidiary, Integration Appliance, Inc., provides AI-powered solutions in the United States, the United Kingdom, and internationally.

Klaviyo

Market Cap: US$4.2b

Provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa.

Truecaller

Market Cap: SEK 4.5b

Develops and publishes mobile caller ID applications for individuals and business in India, the Middle East, Africa, and internationally.

Zeta Global Holdings

Market Cap: US$4.9b

Operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally.

Workiva

Market Cap: US$2.7b

Provides cloud-based reporting solutions in the United States and internationally.

Praemium

Market Cap: AU$351.0m

Provides advisors and wealth management solutions in Australia and internationally.

Redelfi

Market Cap: €126.3m

Operates as an ESG management company worldwide.

Simplex Holdings

Market Cap: JP¥214.1b

Provides IT solutions in Japan.

Atturra

Market Cap: AU$158.2m

Provides advisory and information technology solutions in Australia, New Zealand, Singapore, North America, and Hong Kong.

Similarweb

Market Cap: US$459.9m

Provides digital data and analytics for power critical business decisions in the United States, Europe, the Asia Pacific, the United Kingdom, Israel, and internationally.

Procore Technologies

Market Cap: US$6.4b

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

Pagaya Technologies

Market Cap: US$1.3b

A product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services, their customers, and institutional or sophisticated investors in the United States, Israel, and the Cayman Islands.

Kinatico

Market Cap: AU$54.0m

Provides screening, verification, and SaaS-based workforce management and compliance technology systems in Australia and New Zealand.

Sage Group

Market Cap: UK£7.4b

Offers technology solutions and services for small and medium businesses in North America, Europe, the United Kingdom, Ireland, Africa and Asia-Pacific.

F-Secure Oyj

Market Cap: €358.2m

Operates as a cybersecurity company in Finland and internationally.

GB Group

Market Cap: UK£473.7m

Provides identity data intelligence products and services in the United Kingdom, the United States, Australia, and internationally.

Kyndryl Holdings

Market Cap: US$2.5b

Operates as a technology services company and IT infrastructure services provider in the United States, Japan, and internationally.

Kainos Group

Market Cap: UK£952.7m

Engages in the provision of digital technology services in the United Kingdom, Ireland, the Americas, Central Europe, and internationally.

Tenable Holdings

Market Cap: US$3.1b

Provides cyber exposure management solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

Kingdee International Software Group

Market Cap: HK$23.7b

An investment holding company, engages in the subscription and sale of software worldwide.

Nuix

Market Cap: AU$457.3m

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

Q2 Holdings

Market Cap: US$2.8b

Provides digital solutions to financial institutions, financial technology companies, FinTechs, and alternative finance companies (Alt-FIs) in the United States.

Trifork Group

Market Cap: DKK 1.8b

Provides information technology and other business services in Switzerland, Denmark, the United Kingdom, the Netherlands, the United States, and internationally.

Lightspeed Commerce

Market Cap: CA$1.9b

Engages in sale of cloud-based software subscriptions and payments solutions for single and multi-location retailers, restaurants, golf course operators, and other businesses.

Vertex

Market Cap: US$1.9b

Provides enterprise tax technology solutions for retail trade, wholesale trade, and manufacturing industries in the United States and internationally.

Qt Group Oyj

Market Cap: €596.2m

Offers cross-platform solutions for the software development lifecycle in Finland, rest of Europe, the Asia Pacific, and North America.

Viant Technology

Market Cap: US$728.1m

Operates a cloud-based demand side platform (DSP) that enables the programmatic purchase of digital advertising across multiple channels, including connected TV (CTV), streaming audio, digital out-of-home, mobile, and desktop.

Docebo

Market Cap: CA$643.0m

Develops and provides learning management platform for training in Canada, the United States, and internationally.

Nomura Research Institute

Market Cap: JP¥2.6t

Engages in the provision of consulting, financial information technology (IT) solutions, Industrial IT solutions, and IT Infrastructure services in Japan and internationally.

Serko

Market Cap: NZ$207.7m

Provides online travel booking and expense management services in New Zealand, Australia, the United States, Europe, and internationally.

adesso

Market Cap: €339.6m

Provides IT services in Germany, Austria, Switzerland, and internationally.

Five9

Market Cap: US$1.6b

Provides intelligent cloud software for contact centers in the United States and internationally.