TopFunds

Software Infrastructure

Companies

17 companies

LIST VIEW

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

524.5 (+0.7)%

29.2
1.7%
-
-
-
17.6%
30.2%

0.6

02
Palantir Technologies Inc. PLTR

196.7 (+0.3)%

166.7
0.7%
-
-
-
18.3%
21.7%

-

03
Oracle Corporation ORCL

126.1 (+0.4)%

19.8
(7.8)%
-
-
-
6.5%
39.7%

2.5

04
Palo Alto Networks, Inc. PANW

380.6 (+7.2)%

864.9
1.5%
-
-
-
0.6%
1.1%

-

05
CrowdStrike Holdings, Inc. CRWD

257.6 (+8.2)%

7,338.2
0.6%
-
-
-
(1.5)%
(3.6)%

-

06
Fortinet FTNT

180 (+4.1)%

63.4
2.3%
-
-
-
17.8%
149.8%

-

07
Adobe ADBE

263.8 (-2.5)%

14.7
10.2%
-
-
-
24.2%
61.3%

0.2

08
Synopsys, Inc. SNPS

430.1 (+1.8)%

75.2
3.7%
-
-
-
2.8%
4.7%

2.4

09
Block Inc. XYZ

76.5 (-3.2)%

136.6
8.3%
-
-
-
3.3%
5.9%

-

10
Adyen N.V. ADYEN.AS

945.4 (-0.9)%

26.6
1.7%
-
-
-
8.7%
20.1%

-

11
Verisign VRSN

300.3 (-1.4)%

32.3
3.7%
-
-
-
62.2%
(38.3)%

1.5

12
Corpay CPAY

408.5 (-1.6)%

24.9
6%
-
-
-
4.1%
25.3%

4

13
F5, Inc. FFIV

455.4 (+1.2)%

36.3
3.7%
-
-
-
11%
19.3%

-

14
Gen Digital GEN

24.9 (-0)%

14.5
10.2%
-
-
-
6.2%
37.3%

4.8

15
GoDaddy GDDY

112.1 (-2.3)%

16.6
11.3%
-
-
-
10.9%
406.8%

1.6

16
Akamai Technologies AKAM

93.5 (+2.6)%

33.6
4.5%
-
-
-
3.9%
9.1%

5.4

17
Topicus N TOI.V

95.1 (-3.1)%

(1,214.7)
5.4%
-
-
-
1.6%
5.2%

0.6

Total
Help

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

+0.7%
451.7
4%
672.4%
0%
0%
11.7%
46.8%
0.9