TopFunds

Software Infrastructure

Companies

17 companies

LIST VIEW

17 companies
Valuation
Historical Performance:
Fundamentals
Sort by:
01
Microsoft Corporation MSFT

522.6 (-1.3)%

29.1
1.7%
-
-
-
17.6%
30.2%

0.6

02
Palantir Technologies Inc. PLTR

198.8 (+2.4)%

168.5
0.7%
-
-
-
18.3%
21.7%

-

03
Oracle Corporation ORCL

135.6 (-5.6)%

21.2
(7.2)%
-
-
-
6.5%
39.7%

2.5

04
Palo Alto Networks, Inc. PANW

398.5 (-1.7)%

905.7
1.5%
-
-
-
0.6%
1.1%

-

05
CrowdStrike Holdings, Inc. CRWD

263 (-0.9)%

7,493.2
0.6%
-
-
-
(1.5)%
(3.6)%

-

06
Fortinet FTNT

189.1 (-0.1)%

66.6
2.2%
-
-
-
17.8%
149.8%

-

07
Adobe ADBE

241.1 (+3.6)%

13.5
11.2%
-
-
-
24.2%
61.3%

0.2

08
Synopsys, Inc. SNPS

497.8 (-1)%

87
3.2%
-
-
-
2.8%
4.7%

2.4

09
Block Inc. XYZ

75.2 (-1.1)%

134.3
8.4%
-
-
-
3.3%
5.9%

-

10
Adyen N.V. ADYEN.AS

876.3 (+1.7)%

24.6
1.8%
-
-
-
8.7%
20.1%

-

11
Verisign VRSN

297.8 (+1.2)%

32.3
3.9%
-
-
-
62.3%
(38.3)%

1.4

12
Corpay CPAY

402.1 (-0.1)%

24.5
6.1%
-
-
-
4.1%
25.3%

4

13
F5, Inc. FFIV

461.7 (-1.1)%

36.8
3.6%
-
-
-
11%
19.3%

-

14
Akamai Technologies AKAM

100.9 (-3.5)%

36.3
4.2%
-
-
-
3.9%
9.1%

5.4

15
GoDaddy GDDY

103.2 (+6.2)%

15.3
12.2%
-
-
-
10.9%
406.8%

1.6

16
Gen Digital GEN

22.8 (+1.6)%

13.2
11.1%
-
-
-
6.2%
37.3%

4.8

17
Topicus N TOI.V

86.5 (-0.8)%

(1,083.9)
6%
-
-
-
1.6%
5.2%

0.6

Total
Help

Assumes equal weights for the Base and Lens views. The Holdings view is position-weighted.

(-0)%
471.7
4.2%
671.6%
0%
0%
11.7%
46.8%
0.9