U.S. Software Growth at Reasonable Price

AppLovin

Market Cap: US$157.8b

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

Oracle

Market Cap: US$530.0b

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

Zscaler

Market Cap: US$20.2b

Operates as a cloud security company worldwide.

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.

Intapp

Market Cap: US$1.7b

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

Workiva

Market Cap: US$2.7b

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

Klaviyo

Market Cap: US$4.0b

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.

Zeta Global Holdings

Market Cap: US$4.7b

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

Procore Technologies

Market Cap: US$6.0b

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

Similarweb

Market Cap: US$437.1m

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

Wix.com

Market Cap: US$1.8b

Operates a cloud-based web development platform for registered users and creators in the United States, Europe, Israel, and internationally.

Kyndryl Holdings

Market Cap: US$2.4b

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

Tenable Holdings

Market Cap: US$3.0b

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

Vertex

Market Cap: US$1.8b

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

Q2 Holdings

Market Cap: US$2.7b

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

Viant Technology

Market Cap: US$726.4m

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.

Five9

Market Cap: US$1.5b

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

RingCentral

Market Cap: US$2.9b

An agentic voice AI–powered cloud business communication services provider, delivering an integrated platform for business phone, SMS, contact center, workforce engagement management, video collaboration, and messaging.