31 companies

AppLovin

Market Cap: US$209.5b

Engages in building a software-based platform for advertisers to enhance the marketing and monetization of their content in the United States and internationally.

APP

US$651.32

7D

3.0%

1Y

127.4%

Oracle

Market Cap: US$682.1b

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

ORCL

US$240.83

7D

-6.6%

1Y

27.3%

Palantir Technologies

Market Cap: US$461.5b

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$193.61

7D

1.5%

1Y

223.5%

Cloudflare

Market Cap: US$81.5b

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

NET

US$240.53

7D

-3.1%

1Y

158.0%

Procore Technologies

Market Cap: US$12.4b

Provides a cloud-based construction management platform and related products and services in the United States and internationally.

PCOR

US$79.16

7D

6.7%

1Y

12.1%

Workday

Market Cap: US$60.9b

Provides enterprise cloud applications in the United States and internationally.

WDAY

US$227.97

7D

-2.4%

1Y

-15.7%

Circle Internet Group

Market Cap: US$23.9b

Operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.

CRCL

US$104.10

7D

-11.7%

1Y

n/a

Zscaler

Market Cap: US$50.7b

Operates as a cloud security company worldwide.

ZS

US$328.90

7D

-2.2%

1Y

64.8%

Nutanix

Market Cap: US$19.6b

Provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.

NTNX

US$72.40

7D

3.3%

1Y

0.2%

CrowdStrike Holdings

Market Cap: US$135.5b

Provides cybersecurity solutions in the United States and internationally.

CRWD

US$557.53

7D

1.0%

1Y

62.8%

HubSpot

Market Cap: US$20.9b

Provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific.

HUBS

US$386.35

7D

-21.9%

1Y

-43.2%

Atlassian

Market Cap: US$41.9b

Provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.

TEAM

US$159.13

7D

-3.6%

1Y

-35.1%

Nebius Group

Market Cap: US$27.6b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.

NBIS

US$109.95

7D

-0.5%

1Y

461.0%

Shopify

Market Cap: US$206.8b

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.

New

SHOP

US$158.88

7D

-1.3%

1Y

45.9%

CyberArk Software

Market Cap: US$25.4b

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.

CYBR

US$512.46

7D

-1.3%

1Y

74.0%

Guidewire Software

Market Cap: US$18.5b

Provides a platform for property and casualty (P&C) insurers worldwide.

GWRE

US$217.77

7D

-4.5%

1Y

11.3%

Datadog

Market Cap: US$67.1b

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

DDOG

US$199.72

7D

23.2%

1Y

63.2%

Cadence Design Systems

Market Cap: US$88.5b

Provides software, hardware, and other services worldwide.

CDNS

US$328.94

7D

-1.9%

1Y

9.3%

ServiceNow

Market Cap: US$178.9b

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

NOW

US$866.30

7D

-5.2%

1Y

-16.4%

Palo Alto Networks

Market Cap: US$146.6b

Provides cybersecurity solutions the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.

PANW

US$216.54

7D

0.9%

1Y

8.8%

MongoDB

Market Cap: US$29.4b

Provides general purpose database platform worldwide.

MDB

US$373.89

7D

1.3%

1Y

28.2%

Gen Digital

Market Cap: US$15.9b

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

GEN

US$26.35

7D

0.3%

1Y

-13.2%

Bentley Systems

Market Cap: US$14.7b

Provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

New

BSY

US$46.32

7D

-7.9%

1Y

-4.9%

Okta

Market Cap: US$15.1b

Operates as an identity partner in the United States and internationally.

OKTA

US$85.74

7D

-1.4%

1Y

9.6%

Autodesk

Market Cap: US$63.2b

Provides 3D design, engineering, and entertainment technology solutions worldwide.

ADSK

US$298.72

7D

-1.6%

1Y

-4.8%

Twilio

Market Cap: US$19.4b

Offers customer engagement platform solutions in the United States and internationally.

TWLO

US$130.61

7D

-4.0%

1Y

38.9%

Microsoft

Market Cap: US$3.8t

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

MSFT

US$506.00

7D

-1.6%

1Y

19.6%

IREN

Market Cap: US$17.1b

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

IREN

US$60.17

7D

-11.2%

1Y

371.9%

Intuit

Market Cap: US$180.9b

Provides financial management, payments and capital, compliance, and marketing products and services in the United States.

INTU

US$653.27

7D

-3.4%

1Y

-6.3%

Synopsys

Market Cap: US$74.4b

Provides electronic design automation software products used to design and test integrated circuits.

SNPS

US$400.77

7D

-3.7%

1Y

-27.6%

Fortinet

Market Cap: US$60.8b

Provides cybersecurity and convergence of networking and security solutions worldwide.

FTNT

US$82.28

7D

-6.0%

1Y

-15.3%