Software - Infrastructure
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
1
Microsoft
MSFT
$2.89T
| $2.89T | $389.10 | 1.94% |
|
2
Oracle
ORCL
$345B
| $345B | $119.90 | 4.27% |
|
3
Palantir
PLTR
$315B
| $315B | $131.53 | 7% |
|
4
Palo Alto Networks
PANW
$259B
| $259B | $317.32 | 2% |
|
5
CrowdStrike
CRWD
$183B
| $183B | $180.11 | 1.73% |
|
6
Fortinet
FTNT
$112B
| $112B | $152.38 | 0.01% |
|
7
Cloudflare
NET
$94.3B
| $94.3B | $265.61 | 1.32% |
|
8
Synopsys
SNPS
$74.5B
| $74.5B | $388.99 | 4.16% |
|
|
XYZ
9
Block Inc
XYZ
$48.4B
| $48.4B | $81.24 | 5.3% |
|
|
CRWV
10
CoreWeave
CRWV
$38.6B
| $38.6B | $70.79 | 1.52% |
|
11
NetApp
NTAP
$33.3B
| $33.3B | $169.80 | 1.23% |
|
12
Twilio
TWLO
$29.5B
| $29.5B | $194.47 | 1.57% |
|
13
MongoDB
MDB
$24.9B
| $24.9B | $309.71 | 3.85% |
|
14
VeriSign
VRSN
$24.8B
| $24.8B | $274.82 | 1.85% |
|
15
Corpay
CPAY
$24.8B
| $24.8B | $379.71 | 2.46% |
|
16
Okta
OKTA
$23.9B
| $23.9B | $137.43 | 0.77% |
|
17
Zscaler
ZS
$23.8B
| $23.8B | $147.30 | 3.5% |
|
18
F5
FFIV
$23B
| $23B | $407.96 | 4.02% |
|
19
Samsara
IOT
$20.6B
| $20.6B | $35.34 | 6.74% |
|
20
Toast
TOST
$17.9B
| $17.9B | $30.84 | 6.2% |
|
21
Kaspi.kz JSC
KSPI
$16.4B
| $16.4B | $86.48 | 0.8% |
|
22
Akamai
AKAM
$16.4B
| $16.4B | $112.85 | 2.18% |
|
23
Gen Digital
GEN
$16.1B
| $16.1B | $26.74 | 3.48% |
|
24
Rubrik
RBRK
$15.4B
| $15.4B | $74.82 | 2.16% |
|
25
Nutanix
NTNX
$15.4B
| $15.4B | $56.85 | 3.29% |
|
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 180 Software - Infrastructure industry stocks tracked by Wall St. Rank, worth a combined $4.94T.
The largest by market cap are Microsoft (MSFT) at $2.89T, Oracle (ORCL) at $345B and Palantir (PLTR) at $315B.
Among institutional investors, Akamai (AKAM) drew the most net new fund positions in Q1 2026: 178 funds opened new positions, taking total fund holders up 79 (11%) quarter-over-quarter.
- Combined market cap: $4.94T across 180 stocks.
- Largest constituent: Microsoft (MSFT), $2.89T market cap.
- Most net new fund positions in Q1 2026: Akamai (AKAM), +79 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q1 2026.