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 | GOOGLAlphabet Inc. (Class A)Communication Services | +0.6% | −9.3% | −12.1% | +74.2% | 95 | 54 | 36 | 15 |
| 2 | DDOGDatadogInformation Technology | +1.0% | −5.1% | +8.9% | +72.4% | 95 | 93 | 68 | 85 |
| 3 | PANWPalo Alto NetworksInformation Technology | −0.6% | −2.0% | +14.8% | +65.0% | 95 | 67 | 86 | 98 |
| 4 | AKAMAkamai TechnologiesInformation Technology | −1.7% | −7.8% | −9.8% | +48.0% | 89 | 76 | 26 | 83 |
| 5 | FTNTFortinetInformation Technology | +0.5% | −5.1% | +5.7% | +45.2% | 89 | 35 | 54 | 100 |
| 6 | FFIVF5, Inc.Information Technology | +1.1% | −6.8% | +1.9% | +30.6% | 81 | 34 | 39 | 99 |
| 7 | HACKAmplify Cybersecurity ETFETF | +1.3% | −3.8% | +10.3% | +24.4% | 76 | 7 | — | 94 |
| 8 | CIBRFirst Trust NASDAQ Cybersecurity ETFETF | +0.8% | −3.7% | +5.0% | +19.4% | 68 | 24 | — | 76 |
| 9 | SKYYFirst Trust Cloud Computing ETFETF | +1.7% | −5.7% | +0.0% | +7.8% | 49 | 78 | — | 19 |
| 10 | BUGGlobal X Cybersecurity ETFETF | +1.5% | −4.6% | +12.4% | +7.1% | 55 | 21 | — | 92 |
| 11 | AMZNAmazonConsumer Discretionary | −0.7% | −6.1% | −2.3% | +3.7% | 47 | 67 | 27 | 80 |
| 12 | FDNFirst Trust Dow Jones Internet Index Fund ETFETF | +0.4% | −5.7% | −1.4% | −3.3% | 33 | 70 | — | 46 |
| 13 | GENGen DigitalInformation Technology | +3.1% | −1.2% | +8.0% | −14.3% | 19 | 26 | 89 | 68 |
| 14 | METAMeta PlatformsCommunication Services | −1.8% | −9.4% | +4.9% | −15.1% | 20 | 4 | 35 | 40 |
| 15 | ADPAutomatic Data ProcessingIndustrials | +3.0% | −0.4% | +14.3% | −17.2% | 16 | 23 | 9 | 28 |
| 16 | PAYXPaychexIndustrials | +2.6% | +2.5% | +16.4% | −20.7% | 13 | 91 | 60 | 57 |
| 17 | MSFTMicrosoftInformation Technology | +0.0% | −2.4% | +0.7% | −25.4% | 11 | 40 | 67 | 51 |
| 18 | ADSKAutodeskInformation Technology | +2.2% | −1.2% | +8.6% | −28.2% | 9 | 69 | 92 | 59 |
| 19 | VEEVVeeva SystemsHealth Care | +3.7% | −5.4% | +20.3% | −32.6% | 8 | 35 | 90 | 15 |
| 20 | ROPRoper TechnologiesInformation Technology | +3.4% | +1.9% | +11.3% | −32.8% | 6 | 14 | 34 | 70 |
| 21 | CRMSalesforceInformation Technology | +4.3% | −4.4% | +5.6% | −37.0% | 6 | 77 | 62 | 1 |
| 22 | ADBEAdobe Inc.Information Technology | +6.1% | −2.4% | +14.7% | −38.6% | 6 | 42 | 39 | 32 |
| 23 | PTCPTC Inc.Information Technology | +4.8% | −5.5% | +1.4% | −39.8% | 5 | 42 | 91 | 13 |
| 24 | WDAYWorkday, Inc.Information Technology | +5.8% | −6.6% | +11.1% | −41.4% | 5 | 96 | 88 | 57 |
| 25 | TYLTyler TechnologiesInformation Technology | +3.1% | −5.4% | +3.3% | −47.1% | 4 | 68 | 55 | 42 |
| 26 | NOWServiceNowInformation Technology | +7.4% | −11.2% | +3.5% | −48.5% | 3 | 91 | 82 | 59 |
| 27 | ORCLOracle CorporationInformation Technology | −4.2% | −12.8% | −37.3% | −53.8% | 2 | 98 | 18 | 3 |
| 28 | INTUIntuitInformation Technology | +5.3% | +2.3% | +10.1% | −60.8% | 1 | 84 | 86 | 10 |
| 29 | CRWDCrowdStrikeInformation Technology | −0.1% | −2.5% | −73.2% | −61.0% | 1 | 75 | 50 | 80 |