17 companies

Oracle

Market Cap: US$541.6b

Offers products and services that address enterprise information technology environments worldwide.

ORCL

US$183.53

7D

-8.8%

1Y

-13.0%

Palantir Technologies

Market Cap: US$319.4b

Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.

PLTR

US$130.63

7D

0.3%

1Y

-6.7%

AppLovin

Market Cap: US$173.1b

Provides end-to-end artificial intelligence-powered advertising solutions for businesses in the United States and internationally.

APP

US$479.49

7D

-2.7%

1Y

39.2%

Shopify

Market Cap: US$147.3b

A commerce technology company, provides tools to start, scale, market, and run a business of various sizes in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

SHOP

US$108.09

7D

-0.1%

1Y

2.0%

Datadog

Market Cap: US$82.3b

Operates an observability and security platform for cloud applications in the United States and internationally.

DDOG

US$226.63

7D

-0.4%

1Y

74.3%

Cloudflare

Market Cap: US$81.6b

Operates as a cloud services provider that delivers a range of services to businesses worldwide.

NET

US$226.87

7D

3.3%

1Y

25.1%

Strategy

Market Cap: US$43.2b

Operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally.

MSTR

US$116.56

7D

1.0%

1Y

-68.4%

MongoDB

Market Cap: US$28.1b

Provides general purpose database platform worldwide.

MDB

US$334.69

7D

-3.9%

1Y

63.9%

IREN

Market Cap: US$21.1b

Operates in the vertically integrated data center business in Australia and Canada.

IREN

US$58.11

7D

12.8%

1Y

493.0%

DigitalOcean Holdings

Market Cap: US$18.2b

Through its subsidiaries, operates an agentic inference cloud platform in North America, Europe, Asia, and internationally.

DOCN

US$177.81

7D

3.7%

1Y

539.4%

TeraWulf

Market Cap: US$13.9b

Owns, develops, operates digital infrastructure in the United States.

WULF

US$27.86

7D

20.1%

1Y

625.5%

Hut 8

Market Cap: US$13.7b

Operates as an energy infrastructure platform that integrates power, digital infrastructure, and compute at scale to fuel energy-intensive use cases in the United States and Canada.

HUT

US$118.88

7D

12.5%

1Y

598.1%

Applied Digital

Market Cap: US$13.2b

Designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America.

APLD

US$45.57

7D

17.1%

1Y

329.5%

Unity Software

Market Cap: US$12.2b

Operates a platform to develop, deploy, and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.

U

US$26.47

7D

-0.7%

1Y

10.7%

Aurora Innovation

Market Cap: US$12.0b

Engages in the self-driving technology business in the United States.

AUR

US$6.05

7D

0%

1Y

13.5%

Cipher Digital

Market Cap: US$10.7b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

New

CIFR

US$26.35

7D

25.4%

1Y

591.6%

Riot Platforms

Market Cap: US$10.4b

Operates as a Bitcoin mining company in the United States.

New

RIOT

US$27.43

7D

13.9%

1Y

176.0%