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Software - Infrastructure
Stocks Ranked by
Market Capitalization

Name Market cap Price Price
change %
GCT icon
76
GigaCloud Technology
GCT
$1.46B
$1.46B $39.17 8.53%
PGY icon
77
Pagaya Technologies
PGY
$1.41B
$1.41B $16.96 6.73%
AI icon
78
C3.ai
AI
$1.37B
$1.37B $8.82 8.22%
RDWR icon
79
Radware
RDWR
$1.23B
$1.23B $29.30 0.71%
BRUN
80
Boost Run Inc
BRUN
$1.19B
$1.19B $19.36 10.9%
AEVA
81
Aeva Technologies
AEVA
$1.06B
$1.06B $15.53 4.58%
TUYA
82
Tuya Inc
TUYA
$1.01B
$1.01B $1.64 0.61%
RXT icon
83
Rackspace Technology
RXT
$980M
$980M $3.86 2.03%
RZLV
84
Rezolve AI
RZLV
$917M
$917M $2.30 2.68%
KDK
85
Kodiak AI
KDK
$821M
$821M $4.25 2.41%
BLZE icon
86
Backblaze
BLZE
$739M
$739M $12.31 6.03%
SABR icon
87
Sabre
SABR
$704M
$704M $1.78 7.23%
CCSI icon
88
Consensus Cloud Solutions
CCSI
$669M
$669M $36.35 0.05%
RPD icon
89
Rapid7
RPD
$643M
$643M $9.62 1.37%
CGNT icon
90
Cognyte Software
CGNT
$642M
$642M $8.71 4.81%
HQ
91
Horizon Quantum Holdings
HQ
$641M
$641M $12.42 6.15%
OSPN icon
92
OneSpan
OSPN
$562M
$562M $15.15 0%
YEXT icon
93
Yext
YEXT
$554M
$554M $5.53 10.6%
PRTH icon
94
Priority Technology Holdings
PRTH
$538M
$538M $6.53 3.82%
AIOT
95
PowerFleet Inc
AIOT
$515M
$515M $3.84 2.95%
BTQ
96
BTQ Technologies Corp
BTQ
$502M
$502M $3.49 4.8%
PAYS icon
97
Paysign
PAYS
$497M
$497M $8.89 2.3%
QNC
98
Quantum eMotion
QNC
$491M
$491M $2.24 7.18%
NUAI
99
New Era Energy & Digital Inc
NUAI
$484M
$484M $4.78 0%
OWLS
100
OBOOK Holdings
OWLS
$474M
$474M $5.37 1.47%
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4
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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.