Software and IT Services

May 17, 2023

Buy ($175)

Companies covered: Cognizant Technology Solutions Corporation (NASDAQ:CTSH), Accenture plc. (NYSE:ACN), Visa Inc. (NYSE:V), Mastercard Incorporated (NYSE:MA), Bill.com Holdings (NYSE:BILL), StoneCo Ltd. (NASDAQ:STNE), Block Inc. (NYSE:SQ), Alphabet Inc (NASDAQ:GOOG), Adobe Systems Incorporated (NASDAQ:ADBE), Microsoft Corporation (NASDAQ:MSFT), Autodesk, Inc. (NASDAQ:ADSK), ANSYS, Inc. (NASDAQ:ANSS), Dassault Systemes SE (OTCMKTS:DASTY), PTC Inc. (NASDAQ:PTC), Altair Engineering (NASDAQ:ALTR), Bentley Systems Inc. (NASDAQ:BSY), Cadence Design Systems, Inc. (NASDAQ:CDNS), Synopsys, Inc. (NASDAQ:SNPS), Intel Corporation (NASDAQ:INTC), Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM), NVIDIA Corporation (NASDAQ:NVDA), Infosys Limited (NYSE:INFY), EPAM Systems, Inc. (NYSE:EPAM), Grid Dynamics Holdings Inc. (NASDAQ:GDYN), Globant S.A. (NYSE:GLOB), WNS (Holdings) Limited (NYSE:WNS), Genpact Limited (NYSE:G), CDW Corporation (NASDAQ:CDW), ePlus inc. (NASDAQ:PLUS), Bridgeline Digital, Inc. (NASDAQ:BLIN), GSE Systems, Inc. (NASDAQ:GVP), Karooooo Ltd. (NASDAQ:KARO), Materialise NV (NASDAQ:MTLS), Phunware Inc. (NASDAQ:PHUN), Presto Automation Inc. (NASDAQ:PRST)