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Software Infrastructure

Companies

17 companies

Companies table

17 companies
Valuation
Historical Performance:
Fundamentals
Sort by:
01
Microsoft Corporation MSFT

491.7 (+0.9)%

27.4
1.8%
-
-
-
17.6%
30.2%

0.6

02
Oracle Corporation ORCL

144.7 (+1.6)%

24.8
(5.6)%
-
-
-
6.5%
39.7%

3.9

03
Palantir Technologies Inc. PLTR

172.7 (-1.8)%

146.4
0.8%
-
-
-
18.3%
21.7%

-

04
Palo Alto Networks, Inc. PANW

339.9 (-3.1)%

295.6
1.8%
-
-
-
4.8%
14.5%

-

05
CrowdStrike Holdings, Inc. CRWD

185.4 (-2.8)%

(3,902.7)
0.8%
-
-
-
(1.5)%
(3.6)%

-

06
Fortinet FTNT

153.7 (+1.1)%

54.1
2.7%
-
-
-
17.8%
149.8%

-

07
Adobe ADBE

273.9 (-0.9)%

15.7
9.4%
-
-
-
24.2%
61.3%

0.2

08
Synopsys, Inc. SNPS

408.8 (+3.6)%

93.4
3.9%
-
-
-
2.8%
4.7%

3

09
Block Inc. XYZ

82.7 (+1.6)%

147.7
9.5%
-
-
-
3.3%
5.9%

0

10
Adyen N.V. ADYEN.AS

1,069.4 (-0.9)%

30.1
1.5%
-
-
-
8.7%
20.1%

-

11
Corpay CPAY

412.4 (-0.4)%

25.1
6%
-
-
-
4.1%
25.3%

4

12
Verisign VRSN

293.8 (+1)%

31.9
3.9%
-
-
-
62.3%
(38.3)%

1.4

13
F5, Inc. FFIV

382.8 (+1)%

30.5
4.4%
-
-
-
11%
19.3%

-

14
Gen Digital GEN

29.3 (+0.7)%

17
8.6%
-
-
-
6.2%
37.3%

4.8

15
Akamai Technologies AKAM

105.7 (+0.1)%

38
4%
-
-
-
3.9%
9.1%

5.4

16
GoDaddy GDDY

99.8 (-0.7)%

14.8
12.6%
-
-
-
10.9%
406.8%

1.6

17
Topicus N TOI.V

104.2 (+0.5)%

806
5.1%
-
-
-
1.6%
5.2%

0.6

Total
Help

Assumes equal weights for the Base and Lens views. The Holdings view is position-weighted.

+0.1%
(123.8)
4.2%
586.3%
0%
0%
11.9%
47.6%
1.1