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Large Cap
Software - Infrastructure
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
CRWD icon
1
CrowdStrike
CRWD
$189B
$189B $185.38 2.78%
FTNT icon
2
Fortinet
FTNT
$113B
$113B $153.66 1.1%
NET icon
3
Cloudflare
NET
$98.8B
$98.8B $277.58 0.99%
SNPS icon
4
Synopsys
SNPS
$78.3B
$78.3B $408.79 3.62%
XYZ
5
Block Inc
XYZ
$49.7B
$49.7B $82.72 1.65%
CRWV
6
CoreWeave
CRWV
$48.6B
$48.6B $88.04 2.08%
NTAP icon
7
NetApp
NTAP
$36.8B
$36.8B $187.43 0.31%
TWLO icon
8
Twilio
TWLO
$34.4B
$34.4B $223.97 0.62%
MDB icon
9
MongoDB
MDB
$32.6B
$32.6B $404.92 0.55%
ZS icon
10
Zscaler
ZS
$27.2B
$27.2B $168.42 4.34%
CPAY icon
11
Corpay
CPAY
$27.1B
$27.1B $412.37 0.37%
VRSN icon
12
VeriSign
VRSN
$26.6B
$26.6B $293.75 1.02%
IOT icon
13
Samsara
IOT
$22.8B
$22.8B $39.14 2.95%
OKTA icon
14
Okta
OKTA
$22.7B
$22.7B $130.61 0.27%
FFIV icon
15
F5
FFIV
$21.7B
$21.7B $382.75 0.98%
TOST icon
16
Toast
TOST
$21.3B
$21.3B $36.80 0.25%
KSPI icon
17
Kaspi.kz JSC
KSPI
$20.7B
$20.7B $108.75 2.15%
RBRK icon
18
Rubrik
RBRK
$19.1B
$19.1B $92.65 5.5%
NTNX icon
19
Nutanix
NTNX
$18B
$18B $66.44 0.36%
GEN icon
20
Gen Digital
GEN
$17.5B
$17.5B $29.31 0.69%
AKAM icon
21
Akamai
AKAM
$15.2B
$15.2B $105.74 0.08%
DOCN icon
22
DigitalOcean
DOCN
$13.2B
$13.2B $112.57 0.92%
CHKP icon
23
Check Point Software Technologies
CHKP
$13.2B
$13.2B $129.52 0.75%
GDDY icon
24
GoDaddy
GDDY
$12.6B
$12.6B $99.79 0.73%
PAYP
25
PayPay
PAYP
$10.9B
$10.9B $16.17 6.38%
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Large Cap 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 26 large cap Software - Infrastructure stocks — companies in the Software - Infrastructure industry with a market cap between $10B and $200B — worth a combined $1T.

The largest by market cap are CrowdStrike (CRWD) at $189B, Fortinet (FTNT) at $113B and Cloudflare (NET) at $98.8B.

Among institutional investors, CrowdStrike (CRWD) drew the most net new fund positions in Q2 2026: 523 funds opened new positions, taking total fund holders up 362 (17%) quarter-over-quarter.

  • Combined market cap: $1T across 26 stocks.
  • Large Cap: market cap between $10B and $200B.
  • Largest constituent: CrowdStrike (CRWD), $189B market cap.
  • Most net new fund positions in Q2 2026: CrowdStrike (CRWD), +362 holders.

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