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Industries

Software - Application

Technology
#69 of 100▼19·30 names·$1.5TRanked by 1M vs S&P 500
1D
-0.7%
vs S&P -0.3%
1W
-0.5%
vs S&P -3.8%
1M
+2.1%
vs S&P +3.7%
3M
+5.1%
vs S&P +7.6%
Breadth
57%
of names above their 50-day average

Thesis reaching here

Steady US job growth lifts payroll processors' per-worker fees and interest income on client cash7 sourcesPAYX ADP

30 names in this industry

S&P 500Reference1D -0.4%1W +3.3%1M -1.6%3M -2.5%

ROPRoper Technologies, Inc.
+0.0%-2.7%+28.2%+19.7%
BSYBentley Systems, Incorporated
-0.6%-1.7%+25.9%+21.9%
BILLBILL Holdings, Inc.
-0.8%+6.1%+22.2%+8.5%
TYLTyler Technologies, Inc.
-0.5%-1.6%+21.0%+28.9%
MANHManhattan Associates, Inc.
-1.0%+0.5%+16.5%+29.9%
DUOLDuolingo, Inc.
-4.1%+0.3%+12.7%+18.5%
PCTYPaylocity Holding Corporation
-0.6%+5.5%+12.5%+20.7%
ADSKAutodesk, Inc.
-0.2%-3.6%+12.3%+3.1%
ADPAutomatic Data Processing, Inc.
+0.5%+0.3%+9.8%+12.8%
APPFAppFolio, Inc.
-0.9%-4.5%+9.7%+9.1%
BLKBBlackbaud, Inc.
-1.5%-4.0%+9.6%+18.4%
INTUIntuit Inc.
-0.7%-4.1%+9.6%-1.6%
CVLTCommvault Systems, Inc.
-0.3%+5.4%+7.7%+13.0%
DOCUDocuSign, Inc.
+0.0%+1.6%+6.5%+29.2%
PAYXPaychex, Inc.
-0.2%-3.6%+6.3%-5.6%
PTCPTC Inc.
+0.1%+0.8%+1.3%+31.1%
CDNSCadence Design Systems, Inc.
+1.2%+7.0%+1.2%+2.6%
WDAYWorkday, Inc.
-0.3%-4.8%+1.0%-4.0%
UBERUber Technologies, Inc.
-2.2%+0.5%-0.2%-9.0%
FICOFair Isaac Corporation
-1.6%+1.4%-0.3%-33.9%
ADBEAdobe Inc.
+0.4%-3.2%-0.9%-9.7%
GWREGuidewire Software, Inc.
+1.2%-4.4%-3.0%-8.9%
PEGAPegasystems Inc.
+2.1%-4.6%-5.3%-0.9%
CRMSalesforce, Inc.
-0.2%-2.2%-7.8%+10.9%
IDCCInterDigital, Inc.
-1.8%+3.1%-9.3%-14.0%
SHOPShopify Inc.
-1.7%+2.1%-14.9%-4.9%
MSTRStrategy Inc
-6.5%-11.5%-20.1%+23.0%
NOWServiceNow, Inc.
-2.0%-1.7%-28.1%-18.8%
DTDynatrace, Inc.
+1.5%+2.7%-29.4%-8.6%
DDOGDatadog, Inc.
+0.0%+5.6%-31.5%-27.8%

12 recent connections

Nov 3Strong September job openings are good for Automatic Data Processing and PaychexPAYX ADPSep 29A gap in AI revenue could shift budgets from new hardware to ServiceNow, Pegasystems and UiPathPEGA NOWSep 3China's 15-Year Chip Gap Locks In US EDA/Metrology Tool MonopolyCDNSAug 29SaaS Incumbents With AI Upsell Hooks Are Mispriced as Disruption VictimsADBE WDAY NOWJul 30Samsung's 2028 Chip Shortage Forecast Quietly Reprices Semiconductor IP Royalty PlaysCDNSJul 4AI Capex Cycle Hits Diminishing Returns: Legacy IT Vendors Reprice as Hyperscaler Spend PlateausCRM WDAY NOWJul 1Hyperscaler Capex Lock-In Creates Hidden Bottleneck Plays in Chip Supply ChainCDNSJun 1AI Agents Don't Replace Software Spend — They Multiply ItADBE CRM NOWMay 30Enterprise Software Re-Rating Unlocks Hidden Multiplier Effect on Mid-Cap SaaS Infrastructure PlaysDDOG PEGAMay 8AI Kills White-Collar Roles at Record Revenue: Long Workforce Software DisruptorsPAYX ADP NOWApr 19Career anxiety drives HR tech & upskilling demand; EdTech & staffing boomCRMApr 14Nordic Bank Data Breaches Signal Rising Cybersecurity Compliance CostsDDOG

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