Global Data Center Stocks

Microsoft

Market Cap: US$3.4t

Develops and supports software, services, devices and solutions worldwide.

Oracle

Market Cap: US$447.7b

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

ServiceNow

Market Cap: US$212.3b

Provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally.

Palo Alto Networks

Market Cap: US$128.6b

Provides cybersecurity solutions worldwide.

CrowdStrike Holdings

Market Cap: US$110.7b

Provides cybersecurity solutions in the United States and internationally.

Equinix

Market Cap: US$85.8b

Equinix (Nasdaq: EQIX) is the world's digital infrastructure company.

Fortinet

Market Cap: US$80.2b

Provides cybersecurity and convergence of networking and security solutions worldwide.

VMware

Market Cap: US$61.5b

VMware, Inc. provides software solutions in the areas of modern applications, cloud management and infrastructure, networking, security, and workspaces in the United States and internationally.

Digital Realty Trust

Market Cap: US$58.6b

Digital Realty Trust, Inc. (“Digital Realty” or the “company”) owns, acquires, develops, and operates data centers through its operating partnership subsidiary, Digital Realty Trust, L.P.

Zscaler

Market Cap: US$39.1b

Operates as a cloud security company worldwide.

Check Point Software Technologies

Market Cap: US$23.7b

Develops, markets, and supports a range of products and services for IT security worldwide.

Gen Digital

Market Cap: US$17.7b

Engages in the provision of cyber safety solutions for or individuals, families, and small businesses.

CyberArk Software

Market Cap: US$17.3b

Develops, markets, and sells software-based identity security solutions and services in the United States, Israel, the United Kingdom, Europe, the Middle East, Africa, and internationally.

Rubrik

Market Cap: US$16.8b

Provides data security solutions to individuals and businesses worldwide.

Oracle Corporation Japan

Market Cap: JP¥2.2t

Engages in the development and sale of software and hardware products and solutions in Japan.

monday.com

Market Cap: US$14.7b

Develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally.

360 Security Technology

Market Cap: CN¥72.2b

An internet security company, provides Internet and mobile security products in China.

Trend Micro

Market Cap: JP¥1.4t

Develops and sells security-related software for computers and related services in Japan and internationally.

Nebius Group

Market Cap: US$8.9b

Operates as a technology company that engages in building full-stack infrastructure to service the global AI industry.

Empyrean Technology

Market Cap: CN¥63.5b

Develops, sells, and services electronic design automation (EDA) software.

GitLab

Market Cap: US$8.1b

Develops software for the software development lifecycle in the United States, Europe, and the Asia Pacific.

Commvault Systems

Market Cap: US$7.9b

Provides a platform that enhances cyber resiliency by protecting data and cloud-native applications in the United States and internationally.

Dolby Laboratories

Market Cap: US$7.4b

Engages in the design and manufacture of audio, imaging, accessibility, and other hardware and software solutions primarily for application in the television, broadcast, and live entertainment industries in the United States and internationally.

OneStream

Market Cap: US$6.8b

OneStream, Inc. delivers a unified, AI-enabled, and extensible software platform in the United States and internationally.

UiPath

Market Cap: US$6.7b

Provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally.

SentinelOne

Market Cap: US$6.6b

Operates as a cybersecurity provider in the United States and internationally.

Jiangsu Hoperun Software

Market Cap: CN¥41.7b

Operates as a software company that provides products, solutions, and services based on new generation information technology in China, Japan, Southeast Asia, North America, and internationally.

Sangfor Technologies

Market Cap: CN¥38.4b

Provides IT infrastructure solutions in China and internationally.

Varonis Systems

Market Cap: US$5.2b

Provides software products and services that continuously discover and classify critical data, remediate exposures, and detect advanced threats with AI-powered technology in North America, Europe, APAC, and rest of world.

Qualys

Market Cap: US$5.0b

Provides cloud-based platform delivering information technology (IT), security, and compliance solutions in the United States and internationally.

JFrog

Market Cap: US$4.9b

Provides software supply chain platform in the United States, Israel, India, and internationally.

Tata Elxsi

Market Cap: ₹386.0b

Engages in the provision of product design and engineering, and systems integration and support services in India, the United States, Europe, and internationally.

TOTVS

Market Cap: R$24.5b

Develops and sells management software, and productivity and collaboration platforms in Brazil and internationally.

KPIT Technologies

Market Cap: ₹357.4b

Provides embedded software, artificial intelligence, and digital solutions for the automobile and mobility sector in the Americas, the United Kingdom, Europe, and internationally.

Fuji Soft

Market Cap: JP¥617.2b

Provides system/control software for various industries in Japan.

Tenable Holdings

Market Cap: US$4.0b

Provides cyber exposure management solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.