U.S. Data Center Stocks

Microsoft

Market Cap: US$3.7t

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

Oracle

Market Cap: US$666.6b

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

ServiceNow

Market Cap: US$216.7b

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$134.6b

Provides cybersecurity solutions worldwide.

CrowdStrike Holdings

Market Cap: US$128.1b

Provides cybersecurity solutions in the United States and internationally.

Fortinet

Market Cap: US$80.9b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Equinix

Market Cap: US$77.0b

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

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$59.2b

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$49.0b

Operates as a cloud security company worldwide.

Check Point Software Technologies

Market Cap: US$24.2b

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

CyberArk Software

Market Cap: US$20.1b

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.

Gen Digital

Market Cap: US$18.9b

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

Rubrik

Market Cap: US$17.2b

Provides data security solutions to individuals and businesses worldwide.

monday.com

Market Cap: US$15.8b

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

Nebius Group

Market Cap: US$12.0b

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

Commvault Systems

Market Cap: US$7.8b

Provides a cyber resilience platform for protecting and recovering data and cloud-native applications in the Americas and internationally.

GitLab

Market Cap: US$7.7b

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

Dolby Laboratories

Market Cap: US$7.3b

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.

UiPath

Market Cap: US$7.1b

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.

OneStream

Market Cap: US$6.4b

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

SentinelOne

Market Cap: US$6.1b

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

Varonis Systems

Market Cap: US$5.7b

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$5.5b

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

JFrog

Market Cap: US$4.8b

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

Tenable Holdings

Market Cap: US$4.2b

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

Progress Software

Market Cap: US$2.3b

Develops, deploys, and manages artificial intelligence (AI) powered applications and digital experiences in the United States and internationally.

Appian

Market Cap: US$2.3b

Operates as a software company in the United States, Australia, Canada, France, Germany, India, Italy, Japan, Mexico, the Netherlands, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom, and internationally.

Teradata

Market Cap: US$2.2b

Provides a connected hybrid cloud analytics and data platform in the United States and internationally.

Adeia

Market Cap: US$1.6b

Operates as a media and semiconductor intellectual property licensing company in the United States, Asia, Canada, Europe, the Middle East, and internationally.

Rapid7

Market Cap: US$1.6b

Provides cybersecurity software and services under the Rapid7, Nexpose, and Metasploit brand names.

N-able

Market Cap: US$1.6b

Provides cloud-based security, data protection, and unified endpoint management software solutions for managed service providers in the United States, the United Kingdom, and internationally.

A10 Networks

Market Cap: US$1.5b

Provides security and infrastructure solutions in the United States, rest of the Americas, Japan, rest of the Asia Pacific, Europe, the Middle East, and Africa.

Radware

Market Cap: US$1.3b

Develops, manufactures, and markets cyber security and application delivery solutions for cloud, on-premises, and software defined data centers in the United States, the Asia, Pacific, Europe, the Middle East, Africa, and internationally.

OneSpan

Market Cap: US$668.7m

Designs, develops, and markets digital solutions for security, authentication, identity, electronic signature, and digital workflow products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions.

Arteris

Market Cap: US$387.5m

Provides semiconductor system intellectual property solutions in the United States, rest of the Americas, China, Korea, the rest of the Asia Pacific, Europe, and the Middle East.