Mega Cap
Software - Infrastructure
Stocks Ranked by
Market Capitalization
| Name | Market cap | Price |
Price change % |
|
|---|---|---|---|---|
1
Microsoft
MSFT
$3.65T
| $3.65T | $491.71 | 0.9% |
|
2
Oracle
ORCL
$417B
| $417B | $144.76 | 1.62% |
|
3
Palantir
PLTR
$415B
| $415B | $172.73 | 1.8% |
|
4
Palo Alto Networks
PANW
$277B
| $277B | $339.90 | 3.13% |
|
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 4 mega cap Software - Infrastructure stocks — companies in the Software - Infrastructure industry with a market cap over $200B — worth a combined $4.76T.
The largest by market cap are Microsoft (MSFT) at $3.65T, Oracle (ORCL) at $417B and Palantir (PLTR) at $415B.
Among institutional investors, Palo Alto Networks (PANW) drew the most net new fund positions in Q2 2026: 592 funds opened new positions, taking total fund holders up 421 (17%) quarter-over-quarter.
- Combined market cap: $4.76T across 4 stocks.
- Mega Cap: market cap over $200B.
- Largest constituent: Microsoft (MSFT), $3.65T market cap.
- Most net new fund positions in Q2 2026: Palo Alto Networks (PANW), +421 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.