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Infrastructure, platforms and the software that runs on them.
39 companies
Every company here put through the same five checks on growth and cash generation. A theme can be exciting and still be full of companies that do not make money — this is where that shows.
| NTNX | NUTANIX, INC. | A | $18.4B | $68.03 | 13.16 | $2.9B | 52.8% |
| ANET | Arista Networks, Inc. | A+ | $260.5B | $206.55 | 65.16 | $10.5B | 38.4% |
| MDB | MONGODB, INC. | A | $33.1B | $410.44 | — | $2.8B | 2.1% |
| MSFT | MICROSOFT CORPORATION | B+ | $3.83T | $516.17 | 28.74 | $331.8B | 40.3% |
| AMZN | AMAZON COM INC | D | $2.69T | $249.67 | 20.09 | $775.7B | 17.4% |
| GOOGL | Alphabet Inc. | C+ | $4.22T | $343.92 | 17.27 | $445.9B | 54.8% |
| NET | Cloudflare, Inc. | A- | $123.4B | $349.02 | — | $2.5B | -8.2% |
| DOCN | DigitalOcean Holdings, Inc. | A | $16.4B | $139.75 | 64.70 | $1B | 23.3% |
| CRWV | CoreWeave, Inc. | D- | $47.2B | $87.59 | — | $7.6B | -25.4% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | A+ | $212.5B | $225.51 | 19.97 | $69.1B | 15.5% |
| FSLY | Fastly, Inc. | B | $4B | $24.96 | — | $687.2M | -11.8% |
| TEAM | Atlassian Corporation | B | $48.8B | $187.74 | — | $6.6B | -0.8% |
| GTLB | GITLAB INC. | B | $7.9B | $46.85 | — | $1.1B | -5.0% |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | A | $83.6B | $62.94 | 32.61 | $41.9B | 6.7% |
| ORCL | Oracle Corporation | D+ | $414.6B | $137.10 | 21.49 | $71.8B | 26.4% |
| RBRK | RUBRIK, INC. | A | $22.4B | $109.55 | — | $1.5B | -16.5% |
| SHOP | Shopify Inc. | A | $185.3B | $142.25 | 96.11 | $13.3B | 14.5% |
| WK | WORKIVA INC | A | $3.9B | $69.64 | 83.90 | $965.7M | 4.9% |
| TWLO | TWILIO INC. | B | $42.4B | $275.80 | 38.36 | $5.6B | 20.6% |
| TTAN | ServiceTitan, Inc. | A | $5.5B | $58.05 | — | $1.1B | -12.1% |
| CSCO | CISCO SYSTEMS, INC. | C+ | $420.7B | $106.70 | 31.95 | $63.3B | 21.0% |
| RNG | RingCentral, Inc. | A | $6.6B | $76.16 | 60.93 | $2.6B | 4.3% |
| NTAP | NetApp, Inc. | B+ | $39.5B | $201.15 | 28.37 | $7.4B | 19.2% |
| DELL | Dell Technologies Inc. | A | $368.1B | $562.89 | 32.73 | $151.2B | 7.5% |
| AKAM | Akamai Technologies, Inc | B | $16.4B | $113.94 | 41.13 | $4.3B | 9.5% |
| NTSK | Netskope, Inc. | C- | $7.1B | $17.67 | — | $802.6M | -91.8% |
| CRM | Salesforce, Inc. | A+ | $192.6B | $234.02 | 21.33 | $43.9B | 22.0% |
| LUMN | LUMEN TECHNOLOGIES, INC. | C | $5.9B | $5.71 | — | $11.8B | -8.7% |
| ADBE | ADOBE INC. | A+ | $91.6B | $235.47 | 13.15 | $26B | 28.0% |
| HUBS | HubSpot, Inc. | A | $10.7B | $213.74 | 76.06 | $3.4B | 4.3% |
| NOW | ServiceNow, Inc. | A | $140.2B | $135.62 | 101.76 | $14.7B | 11.3% |
| WIX | Wix.com Ltd. | B | $4.1B | $73.79 | 83.85 | $2.1B | 2.4% |
| FIVN | Five9, Inc. | A | $2.7B | $35.77 | 51.84 | $1.2B | 4.9% |
| SAP | SAP SE | A+ | $258.8B | $210.68 | 30.35 | $42.5B | 19.2% |
| QLYS | Qualys, Inc. | A+ | $6B | $172.43 | 29.83 | $703M | 29.4% |
| PAYC | Paycom Software, Inc. | A+ | $9.9B | $220.46 | 23.45 | $2.1B | 22.8% |
| APP | AppLovin Corporation | A+ | $105B | $310.75 | 23.89 | $6.8B | 64.6% |
| APPN | APPIAN CORPORATION | A | $2.6B | $36.01 | — | $795.3M | -1.3% |
| BLKB | Blackbaud, Inc. | A+ | $2B | $43.19 | 13.50 | $1.1B | 13.1% |
Fundamentals from SEC filings, prices from the last market-data pass. Sort by any column; companies with no figure sort last either way.
A hand-picked list, not a screen — membership is editorial and reviewed occasionally rather than recalculated. Every figure beside a company is our own, from its SEC filings and the latest price we hold.