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Software - Infrastructure
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
MSFT icon
1
Microsoft
MSFT
$3.95T
$3.95T $532.60 1.54%
PLTR icon
2
Palantir
PLTR
$478B
$478B $198.84 1.06%
ORCL icon
3
Oracle
ORCL
$382B
$382B $126.06 0.08%
PANW icon
4
Palo Alto Networks
PANW
$319B
$319B $390.46 2.6%
CRWD icon
5
CrowdStrike
CRWD
$268B
$268B $261.83 1.65%
FTNT icon
6
Fortinet
FTNT
$135B
$135B $183.33 1.86%
NET icon
7
Cloudflare
NET
$118B
$118B $331.86 1.88%
SNPS icon
8
Synopsys
SNPS
$87.1B
$87.1B $454.33 5.62%
XYZ icon
9
Block Inc
XYZ
$44.8B
$44.8B $74.55 2.5%
NTAP icon
10
NetApp
NTAP
$43.6B
$43.6B $222.08 3.06%
ZS icon
11
Zscaler
ZS
$42.5B
$42.5B $260.45 2.08%
TWLO icon
12
Twilio
TWLO
$40.5B
$40.5B $263.65 0.71%
OKTA icon
13
Okta
OKTA
$38.5B
$38.5B $220.01 3.27%
MDB icon
14
MongoDB
MDB
$31.3B
$31.3B $389.11 4.86%
CRWV icon
15
CoreWeave
CRWV
$30.4B
$30.4B $55.19 1.75%
VRSN icon
16
VeriSign
VRSN
$27.7B
$27.7B $308.72 2.8%
RBRK icon
17
Rubrik
RBRK
$27.7B
$27.7B $133.40 3.62%
CPAY icon
18
Corpay
CPAY
$26.2B
$26.2B $399.72 2.14%
IOT icon
19
Samsara
IOT
$26.1B
$26.1B $44.65 0.6%
FFIV icon
20
F5
FFIV
$26.1B
$26.1B $461.60 1.36%
NTNX icon
21
Nutanix
NTNX
$19.7B
$19.7B $72.71 3.02%
TOST icon
22
Toast
TOST
$18.6B
$18.6B $32.13 1.77%
KSPI icon
23
Kaspi.kz JSC
KSPI
$17.1B
$17.1B $90.14 1.74%
CHKP icon
24
Check Point Software Technologies
CHKP
$16.3B
$16.3B $159.63 0.38%
GEN icon
25
Gen Digital
GEN
$14.6B
$14.6B $24.41 1.89%
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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 181 Software - Infrastructure industry stocks tracked by Wall St. Rank, worth a combined $6.51T.

The largest by market cap are Microsoft (MSFT) at $3.95T, Palantir (PLTR) at $478B and Oracle (ORCL) at $382B.

Among institutional investors, Palo Alto Networks (PANW) drew the most net new fund positions in Q2 2026: 606 funds opened new positions, taking total fund holders up 446 (18%) quarter-over-quarter.

Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.