Shopify (TSX:SHOP) just lately reclaimed the highest spot on the TSX for the biggest publicly traded firm by market capitalization. For a lot of who bear in mind the bull rally by tech shares, this should have been a great reminder of how thrilling investing in tech shares might be. August 7, 2025, noticed the tech inventory topple Royal Financial institution of Canada, however ceded the place not lengthy after. As of September 10, 2025, RBC leads once more.
Whereas motion from Shopify actually appears thrilling, Canadian traders serious about tech shares may need higher investments to think about. Right this moment, I’ll focus on two TSX shares that may be a extra appropriate slot in your self-directed portfolio for vital long-term good points.
Topicus.com
Topicus.com (TSXV:TOI) is a spin-off from Constellation Software program, following the guardian firm’s mannequin of buying numerous vertical-specific software program companies with wholesome money movement from upkeep. The corporate acquires companies throughout numerous verticals, with every having sturdy tech spending that provides Topicus.com the flexibility to additional its success and reap the advantages. Centered extra on European markets, the $14.87 billion market-cap inventory appears well-positioned to comply with the steps of its guardian firm.
As of this writing, TOI inventory trades for $180.66 per share, up by 63.02% from its 52-week low. The corporate grows its share worth by reinvesting free money movement to amass software program firms. By concentrating on already profitable firms, it has a strong enterprise mannequin that nearly ensures success in a usually unstable tech business. It may be a steal at present ranges for traders in search of a cut price.
Descartes Methods
Descartes Methods Group (TSX:DSG) is a $12.74 billion market capitalization software program firm that providers the worldwide delivery business. The corporate presents software program options that permit customers within the delivery business talk seamlessly with each other. The corporate gives essential logistics and provide chain software program options that allow freight to get from one place to a different. This can be a extremely sought-after resolution at a time when the world is going through vital provide chain points.
The corporate has excessive recurring revenues, and its enterprise mannequin permits for sturdy revenue margins. The corporate has been producing loads of free money movement over time, which it invests in intelligent acquisitions. As international commerce tensions create extra demand for provide chain options, DSG inventory traders could be loads of upside within the coming years.
Silly takeaway
Whereas appropriate alternate options to SHOP, TOI inventory, and DSG inventory nonetheless have an extended technique to go to have the ability to compete with the likes of RBC by way of market capitalization. Shopify won’t be essentially the most engaging by way of complete returns at present ranges. Nonetheless, the inventory has the potential to ship substantial progress for traders with a lengthy funding horizon. It could be price allocating a portion of your funding capital to taking on a great place within the tech inventory.
