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Software - Infrastructure
Stocks Ranked by
Market Capitalization

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 179 Software - Infrastructure industry stocks tracked by Wall St. Rank, worth a combined $6.02T.

The largest by market cap are Microsoft (MSFT) at $3.67T, Oracle (ORCL) at $441B and Palantir (PLTR) at $398B.

Among institutional investors, Palo Alto Networks (PANW) drew the most net new fund positions in Q2 2026: 600 funds opened new positions, taking total fund holders up 433 (17%) quarter-over-quarter.

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