U.S. Software Growth at Reasonable Price

Oracle

Market Cap: US$415.9b

Offers products and services that build, run and support enterprise information technology frameworks worldwide.

Pagaya Technologies

Market Cap: US$1.8b

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.

Zscaler

Market Cap: US$26.1b

Operates as a cloud security company worldwide.

Klaviyo

Market Cap: US$5.5b

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.

Similarweb

Market Cap: US$651.7m

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$8.5b

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

Commerce.com

Market Cap: US$269.0m

Provides artificial intelligence-driven commerce ecosystem in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Vertex

Market Cap: US$2.0b

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

Viant Technology

Market Cap: US$806.7m

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.

BlackLine

Market Cap: US$1.8b

Provides cloud-based solutions to automate and streamline accounting and finance operations in the United States and internationally.