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Software - Infrastructure
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
AKAM icon
26
Akamai
AKAM
$14.2B
$14.2B $98.50 5.31%
GDDY icon
27
GoDaddy
GDDY
$13.9B
$13.9B $109.82 2.63%
SAIL icon
28
SailPoint Inc
SAIL
$12.4B
$12.4B $21.75 0.18%
DOCN icon
29
DigitalOcean
DOCN
$11.7B
$11.7B $99.53 6.77%
NTSK icon
30
Netskope Inc
NTSK
$10.3B
$10.3B $25.21 3.83%
PAYP icon
31
PayPay
PAYP
$9.7B
$9.7B $14.33 4.59%
GTLB icon
32
GitLab
GTLB
$9.44B
$9.44B $56.65 0.66%
S icon
33
SentinelOne
S
$8.88B
$8.88B $25.50 6.25%
ZETA icon
34
Zeta Global
ZETA
$8.46B
$8.46B $33.70 0.82%
DBX icon
35
Dropbox
DBX
$8.2B
$8.2B $37.73 0.26%
QLYS icon
36
Qualys
QLYS
$7.79B
$7.79B $225.15 3.9%
PATH icon
37
UiPath
PATH
$7.45B
$7.45B $14.30 1.2%
WEX icon
38
WEX
WEX
$6.55B
$6.55B $192.09 2.72%
DOX icon
39
Amdocs
DOX
$6.54B
$6.54B $62.68 0.1%
MBGL
40
Mobility Global Inc
MBGL
$5.98B
$5.98B $18.68 0.43%
BOX icon
41
Box
BOX
$5.93B
$5.93B $43.21 0.07%
VRNS icon
42
Varonis Systems
VRNS
$5.65B
$5.65B $49.15 0.55%
ACIW icon
43
ACI Worldwide
ACIW
$5.62B
$5.62B $55.68 0.36%
BB icon
44
BlackBerry
BB
$5.39B
$5.39B $9.19 3.03%
TENB icon
45
Tenable Holdings
TENB
$5.31B
$5.31B $48.21 8.12%
RELY icon
46
Remitly
RELY
$5.2B
$5.2B $24.57 1.01%
CORZ icon
47
Core Scientific
CORZ
$4.34B
$4.34B $13.51 3.13%
DLO icon
48
dLocal
DLO
$4.25B
$4.25B $14.44 4.12%
BLSH icon
49
Bullish
BLSH
$4.19B
$4.19B $27.60 2.16%
PAY icon
50
Paymentus
PAY
$4.1B
$4.1B $32.52 2.49%
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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 181 Software - Infrastructure industry stocks tracked by Wall St. Rank, worth a combined $6.51T.

The largest by market cap are Microsoft (MSFT) at $3.95T, Palantir (PLTR) at $478B and Oracle (ORCL) at $382B.

Among institutional investors, Palo Alto Networks (PANW) drew the most net new fund positions in Q2 2026: 606 funds opened new positions, taking total fund holders up 446 (18%) quarter-over-quarter.

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