Software - Infrastructure
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
1
Microsoft
MSFT
$3.67T
| $3.67T | $494.36 | 0.39% |
|
2
Oracle
ORCL
$442B
| $442B | $153.50 | 0.37% |
|
3
Palantir
PLTR
$400B
| $400B | $166.27 | 0.25% |
|
4
Palo Alto Networks
PANW
$269B
| $269B | $330.03 | 2.5% |
|
5
CrowdStrike
CRWD
$210B
| $210B | $205.14 | 1.78% |
|
6
Fortinet
FTNT
$114B
| $114B | $155.90 | 1.86% |
|
7
Cloudflare
NET
$109B
| $109B | $307.39 | 1.21% |
|
8
Synopsys
SNPS
$76.3B
| $76.3B | $398.21 | 0.26% |
|
|
CRWV
9
CoreWeave
CRWV
$49.9B
| $49.9B | $90.44 | 1.48% |
|
|
XYZ
10
Block Inc
XYZ
$47.7B
| $47.7B | $79.35 | 0.35% |
|
11
NetApp
NTAP
$38.5B
| $38.5B | $195.91 | 6.7% |
|
12
Twilio
TWLO
$35.2B
| $35.2B | $229.45 | 0.73% |
|
13
MongoDB
MDB
$29.7B
| $29.7B | $368.19 | 1.52% |
|
14
Okta
OKTA
$29.2B
| $29.2B | $167.07 | 2.36% |
|
15
Corpay
CPAY
$27B
| $27B | $410.56 | 0.51% |
|
16
Zscaler
ZS
$26.7B
| $26.7B | $163.47 | 0.01% |
|
17
VeriSign
VRSN
$26.2B
| $26.2B | $289.75 | 0.31% |
|
18
F5
FFIV
$23.4B
| $23.4B | $412.74 | 3.58% |
|
19
Samsara
IOT
$22.8B
| $22.8B | $38.95 | 1.33% |
|
20
Kaspi.kz JSC
KSPI
$18.5B
| $18.5B | $97.33 | 0.19% |
|
21
Toast
TOST
$18.4B
| $18.4B | $31.84 | 0.31% |
|
22
Gen Digital
GEN
$18.2B
| $18.2B | $30.39 | 1.4% |
|
23
Nutanix
NTNX
$18B
| $18B | $66.55 | 1.73% |
|
24
Rubrik
RBRK
$17.9B
| $17.9B | $86.32 | 2.91% |
|
25
Akamai
AKAM
$15.6B
| $15.6B | $108.37 | 1.16% |
|
Software - Infrastructure Stocks at a Glance
Infrastructure software companies provide the platforms applications run on — operating systems, cloud services, security, and networking software. Deep integration into customer operations makes the revenue base among the stickiest in technology, with cloud consumption driving growth.
There are 179 Software - Infrastructure industry stocks tracked by Wall St. Rank, worth a combined $6.02T.
The largest by market cap are Microsoft (MSFT) at $3.67T, Oracle (ORCL) at $442B and Palantir (PLTR) at $400B.
Among institutional investors, Palo Alto Networks (PANW) drew the most net new fund positions in Q2 2026: 600 funds opened new positions, taking total fund holders up 433 (17%) quarter-over-quarter.
- Combined market cap: $6.02T across 179 stocks.
- Largest constituent: Microsoft (MSFT), $3.67T market cap.
- Most net new fund positions in Q2 2026: Palo Alto Networks (PANW), +433 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.