Mega Cap
Software - Infrastructure
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
1
Microsoft
MSFT
$3.93T
| $3.93T | $529.05 | 1.93% |
|
2
Palantir
PLTR
$447B
| $447B | $186.03 | 7.22% |
|
3
Oracle
ORCL
$389B
| $389B | $128.23 | 4.64% |
|
4
Palo Alto Networks
PANW
$280B
| $280B | $342 | 7.63% |
|
5
CrowdStrike
CRWD
$233B
| $233B | $227.39 | 7.02% |
|
Mega 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 5 mega cap Software - Infrastructure stocks — companies in the Software - Infrastructure industry with a market cap over $200B — worth a combined $5.28T.
The largest by market cap are Microsoft (MSFT) at $3.93T, Palantir (PLTR) at $447B and Oracle (ORCL) at $389B.
Among institutional investors, Palo Alto Networks (PANW) drew the most net new fund positions in Q2 2026: 604 funds opened new positions, taking total fund holders up 443 (18%) quarter-over-quarter.
- Combined market cap: $5.28T across 5 stocks.
- Mega Cap: market cap over $200B.
- Largest constituent: Microsoft (MSFT), $3.93T market cap.
- Most net new fund positions in Q2 2026: Palo Alto Networks (PANW), +443 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.