加载中…
基础设施、平台，以及运行其上的软件。
39 家公司
这里每家公司都经过同样的五项成长与现金创造检验。一个主题可以很激动人心，同时充斥着不赚钱的公司——这正是那一点显现出来的地方。
| NTNX | NUTANIX, INC. | A | US$18.4B | US$68.03 | 13.16 | US$2.9B | 52.8% |
| ANET | Arista Networks, Inc. | A+ | US$260.5B | US$206.55 | 65.16 | US$10.5B | 38.4% |
| MDB | MONGODB, INC. | A | US$33.1B | US$410.44 | — | US$2.8B | 2.1% |
| MSFT | MICROSOFT CORPORATION | B+ | US$3.83T | US$516.17 | 28.74 | US$331.8B | 40.3% |
| AMZN | AMAZON COM INC | D | US$2.69T | US$249.67 | 20.09 | US$775.7B | 17.4% |
| GOOGL | Alphabet Inc. | C+ | US$4.22T | US$343.92 | 17.27 | US$445.9B | 54.8% |
| NET | Cloudflare, Inc. | A- | US$123.4B | US$349.02 | — | US$2.5B | -8.2% |
| DOCN | DigitalOcean Holdings, Inc. | A | US$16.4B | US$139.75 | 64.70 | US$1B | 23.3% |
| CRWV | CoreWeave, Inc. | D- | US$47.2B | US$87.59 | — | US$7.6B | -25.4% |
| IBM | INTERNATIONAL BUSINESS MACHINES CORP | A+ | US$212.5B | US$225.51 | 19.97 | US$69.1B | 15.5% |
| FSLY | Fastly, Inc. | B | US$4B | US$24.96 | — | US$687.2M | -11.8% |
| TEAM | Atlassian Corporation | B | US$48.8B | US$187.74 | — | US$6.6B | -0.8% |
| GTLB | GITLAB INC. | B | US$7.9B | US$46.85 | — | US$1.1B | -5.0% |
| HPE | HEWLETT PACKARD ENTERPRISE COMPANY | A | US$83.6B | US$62.94 | 32.61 | US$41.9B | 6.7% |
| ORCL | Oracle Corporation | D+ | US$414.6B | US$137.10 | 21.49 | US$71.8B | 26.4% |
| RBRK | RUBRIK, INC. | A | US$22.4B | US$109.55 | — | US$1.5B | -16.5% |
| SHOP | Shopify Inc. | A | US$185.3B | US$142.25 | 96.11 | US$13.3B | 14.5% |
| WK | WORKIVA INC | A | US$3.9B | US$69.64 | 83.90 | US$965.7M | 4.9% |
| TWLO | TWILIO INC. | B | US$42.4B | US$275.80 | 38.36 | US$5.6B | 20.6% |
| TTAN | ServiceTitan, Inc. | A | US$5.5B | US$58.05 | — | US$1.1B | -12.1% |
| CSCO | CISCO SYSTEMS, INC. | C+ | US$420.7B | US$106.70 | 31.95 | US$63.3B | 21.0% |
| RNG | RingCentral, Inc. | A | US$6.6B | US$76.16 | 60.93 | US$2.6B | 4.3% |
| NTAP | NetApp, Inc. | B+ | US$39.5B | US$201.15 | 28.37 | US$7.4B | 19.2% |
| DELL | Dell Technologies Inc. | A | US$368.1B | US$562.89 | 32.73 | US$151.2B | 7.5% |
| AKAM | Akamai Technologies, Inc | B | US$16.4B | US$113.94 | 41.13 | US$4.3B | 9.5% |
| NTSK | Netskope, Inc. | C- | US$7.1B | US$17.67 | — | US$802.6M | -91.8% |
| CRM | Salesforce, Inc. | A+ | US$192.6B | US$234.02 | 21.33 | US$43.9B | 22.0% |
| LUMN | LUMEN TECHNOLOGIES, INC. | C | US$5.9B | US$5.71 | — | US$11.8B | -8.7% |
| ADBE | ADOBE INC. | A+ | US$91.6B | US$235.47 | 13.15 | US$26B | 28.0% |
| HUBS | HubSpot, Inc. | A | US$10.7B | US$213.74 | 76.06 | US$3.4B | 4.3% |
| NOW | ServiceNow, Inc. | A | US$140.2B | US$135.62 | 101.76 | US$14.7B | 11.3% |
| WIX | Wix.com Ltd. | B | US$4.1B | US$73.79 | 83.85 | US$2.1B | 2.4% |
| FIVN | Five9, Inc. | A | US$2.7B | US$35.77 | 51.84 | US$1.2B | 4.9% |
| SAP | SAP SE | A+ | US$258.8B | US$210.68 | 30.35 | US$42.5B | 19.2% |
| QLYS | Qualys, Inc. | A+ | US$6B | US$172.43 | 29.83 | US$703M | 29.4% |
| PAYC | Paycom Software, Inc. | A+ | US$9.9B | US$220.46 | 23.45 | US$2.1B | 22.8% |
| APP | AppLovin Corporation | A+ | US$105B | US$310.75 | 23.89 | US$6.8B | 64.6% |
| APPN | APPIAN CORPORATION | A | US$2.6B | US$36.01 | — | US$795.3M | -1.3% |
| BLKB | Blackbaud, Inc. | A+ | US$2B | US$43.19 | 13.50 | US$1.1B | 13.1% |
基本面来自 SEC 申报文件，价格来自最近一次行情更新。可按任意列排序；没有数值的公司在两个方向都排在末尾。
这是人工挑选的名单，而不是筛选器——成员由编辑决定，偶尔复核，不会重新计算。公司旁边的每一个数字都由我们自己算出，取自该公司提交给 SEC 的文件和我们持有的最新价格。