Large Cap
Software - Infrastructure
Stocks Ranked by
Market Capitalization

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.