Software / cloud
Enterprise software and cloud — the long-duration growth engine.
Updated June 18, 2026
Application and infrastructure software, SaaS and cloud (FDN, SKYY, NOW, and the software book). The great reversal: a top-tier 10–20-year compounder that became the single worst cluster of the last five years.
Cumulative excess return vs SPY — trailing 52 weeks
Average weekly rank — trailing 52 weeks (0 = bottom, 100 = top)
29 names cluster here, grouped purely by how their prices have moved together over the last five years (with the market’s common move removed) — not by GICS sector. Each row shows price change over 1 day, 1 week, 1 month and 1 year, then the four SYMBOL-card scores: Perform (beat vs the S&P 500), Persist (how steadily it holds rank), Profit (business growth) and Pressure (money flow & volatility). Scores are percentiles from 0–100; greener is stronger.
| # | Stock | 1D | 1W | 1M | 1Y | Perform | Persist | Profit | Pressure |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FTNTFortinetInformation Technology | +4.1% | +6.4% | +0.7% | +112.6% | 98 | 67 | 52 | 34 |
| 2 | PANWPalo Alto NetworksInformation Technology | +7.2% | +11.3% | −2.4% | +79.1% | 95 | 83 | 86 | 59 |
| 3 | DDOGDatadogInformation Technology | +4.6% | +9.1% | +5.0% | +74.9% | 95 | 93 | 68 | 62 |
| 4 | FFIVF5, Inc.Information Technology | +1.2% | +3.0% | +2.0% | +52.9% | 91 | 22 | 39 | 87 |
| 5 | HACKAmplify Cybersecurity ETFETF | +4.2% | +9.2% | +4.6% | +47.8% | 87 | 8 | — | 93 |
| 6 | BUGGlobal X Cybersecurity ETFETF | +5.0% | +12.6% | +7.0% | +42.9% | 84 | 69 | — | 98 |
| 7 | CIBRFirst Trust NASDAQ Cybersecurity ETFETF | +3.2% | +7.4% | +2.8% | +38.8% | 83 | 47 | — | 64 |
| 8 | GOOGLAlphabet Inc. (Class A)Communication Services | −1.2% | −6.0% | −6.5% | +27.2% | 80 | 6 | 36 | 62 |
| 9 | AKAMAkamai TechnologiesInformation Technology | +2.6% | +6.5% | −15.3% | +25.2% | 70 | 82 | 26 | 67 |
| 10 | SKYYFirst Trust Cloud Computing ETFETF | +1.9% | +5.6% | +0.3% | +24.5% | 72 | 11 | — | 92 |
| 11 | AMZNAmazonConsumer Discretionary | −1.0% | −0.8% | −0.6% | +13.8% | 58 | 1 | 28 | 28 |
| 12 | VEEVVeeva SystemsHealth Care | +0.2% | +4.1% | +17.5% | +11.4% | 55 | 56 | 90 | 98 |
| 13 | ADPAutomatic Data ProcessingIndustrials | −1.2% | +5.3% | +15.6% | +7.1% | 51 | 47 | 9 | 82 |
| 14 | FDNFirst Trust Dow Jones Internet Index Fund ETFETF | −0.1% | −1.0% | −3.9% | +1.0% | 36 | 89 | — | 82 |
| 15 | MSFTMicrosoftInformation Technology | +0.7% | −0.9% | +5.3% | +0.8% | 39 | 9 | 67 | 97 |
| 16 | CRMSalesforceInformation Technology | −0.7% | +3.3% | +4.3% | −3.1% | 28 | 18 | 62 | 83 |
| 17 | PTCPTC Inc.Information Technology | −0.1% | +0.4% | +41.0% | −4.5% | 28 | 31 | 91 | 99 |
| 18 | PAYXPaychexIndustrials | −0.6% | +5.7% | +16.2% | −6.8% | 25 | 42 | 59 | 68 |
| 19 | GENGen DigitalInformation Technology | −0.0% | +3.0% | +7.8% | −8.6% | 22 | 42 | 89 | 57 |
| 20 | METAMeta PlatformsCommunication Services | −1.0% | −9.4% | −17.4% | −12.4% | 19 | 56 | 35 | 93 |
| 21 | WDAYWorkday, Inc.Information Technology | +0.0% | +10.1% | +9.9% | −13.5% | 17 | 84 | 88 | 74 |
| 22 | ROPRoper TechnologiesInformation Technology | +0.4% | +14.5% | +20.4% | −13.9% | 16 | 6 | 34 | 64 |
| 23 | NOWServiceNowInformation Technology | +1.2% | +12.0% | +15.4% | −15.1% | 15 | 83 | 82 | 96 |
| 24 | ADSKAutodeskInformation Technology | −1.1% | +5.1% | +19.3% | −18.2% | 14 | 5 | 93 | 55 |
| 25 | TYLTyler TechnologiesInformation Technology | −0.6% | +8.1% | +19.4% | −24.0% | 10 | 57 | 53 | 23 |
| 26 | ADBEAdobe Inc.Information Technology | −2.5% | +7.6% | +10.4% | −25.5% | 10 | 19 | 39 | 88 |
| 27 | CRWDCrowdStrikeInformation Technology | +8.2% | +13.3% | −0.8% | −48.5% | 2 | 93 | 49 | 66 |
| 28 | INTUIntuitInformation Technology | −3.2% | +5.6% | +23.9% | −48.8% | 3 | 83 | 86 | 66 |
| 29 | ORCLOracle CorporationInformation Technology | +0.5% | −1.6% | −9.6% | −53.7% | 1 | 97 | 19 | 55 |