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Software - Infrastructure
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
DOCN icon
26
DigitalOcean
DOCN
$14.1B
$14.1B $120.20 2.7%
CHKP icon
27
Check Point Software Technologies
CHKP
$13.6B
$13.6B $132.75 1.67%
GDDY icon
28
GoDaddy
GDDY
$12.8B
$12.8B $96.41 3.49%
PAYP
29
PayPay
PAYP
$10.8B
$10.8B $16.02 3.29%
SAIL
30
SailPoint Inc
SAIL
$8.7B
$8.7B $15.34 2.61%
DBX icon
31
Dropbox
DBX
$7.13B
$7.13B $30.54 4.62%
MBGL
32
Mobility Global Inc
MBGL
$6.6B
$6.6B $20.62 0.34%
CORZ icon
33
Core Scientific
CORZ
$6.59B
$6.59B $20.74 8.84%
S icon
34
SentinelOne
S
$6.22B
$6.22B $18.14 0%
WEX icon
35
WEX
WEX
$6.17B
$6.17B $177.98 1.04%
PATH icon
36
UiPath
PATH
$6.02B
$6.02B $11.62 7.2%
ACIW icon
37
ACI Worldwide
ACIW
$5.88B
$5.88B $57.88 2.79%
DOX icon
38
Amdocs
DOX
$5.64B
$5.64B $53.10 1.92%
GTLB icon
39
GitLab
GTLB
$5.55B
$5.55B $32.88 5.12%
VRNS icon
40
Varonis Systems
VRNS
$5.36B
$5.36B $46.67 2.03%
ZETA icon
41
Zeta Global
ZETA
$5.17B
$5.17B $20.74 8.42%
BB icon
42
BlackBerry
BB
$4.93B
$4.93B $8.42 1.41%
NTSK
43
Netskope Inc
NTSK
$4.82B
$4.82B $11.94 3.56%
RELY icon
44
Remitly
RELY
$4.77B
$4.77B $22.66 0.58%
QLYS icon
45
Qualys
QLYS
$4.75B
$4.75B $134.79 1.96%
DLO icon
46
dLocal
DLO
$4.4B
$4.4B $14.96 3.24%
BOX icon
47
Box
BOX
$4.18B
$4.18B $30.15 3.93%
FOUR icon
48
Shift4
FOUR
$3.96B
$3.96B $49.97 3.35%
PAY icon
49
Paymentus
PAY
$3.96B
$3.96B $31.48 9.04%
CLBT icon
50
Cellebrite
CLBT
$3.65B
$3.65B $14.64 2.95%
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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.