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 | −0.5% | −0.1% | −3.1% | +102.0% | 96 | 54 | 36 | 27 |
| 2 | DDOGDatadogInformation Technology | −4.3% | −1.1% | +10.0% | +69.0% | 92 | 93 | 68 | 87 |
| 3 | PANWPalo Alto NetworksInformation Technology | −3.7% | −4.4% | +19.8% | +61.8% | 92 | 65 | 86 | 98 |
| 4 | AKAMAkamai TechnologiesInformation Technology | −2.6% | +6.8% | −15.5% | +59.6% | 83 | 49 | 26 | 75 |
| 5 | FTNTFortinetInformation Technology | −3.8% | +2.5% | +8.9% | +47.7% | 86 | 17 | 54 | 100 |
| 6 | FFIVF5, Inc.Information Technology | +0.0% | +3.5% | +9.4% | +43.8% | 81 | 6 | 39 | 99 |
| 7 | HACKAmplify Cybersecurity ETFETF | −2.6% | +3.9% | +12.0% | +26.2% | 71 | 7 | — | 99 |
| 8 | CIBRFirst Trust NASDAQ Cybersecurity ETFETF | −2.5% | +2.3% | +6.0% | +21.4% | 64 | 35 | — | 91 |
| 9 | SKYYFirst Trust Cloud Computing ETFETF | −1.5% | +3.9% | −0.7% | +14.0% | 51 | 57 | — | 61 |
| 10 | AMZNAmazonConsumer Discretionary | −0.7% | +2.9% | −0.3% | +9.8% | 46 | 37 | 27 | 88 |
| 11 | BUGGlobal X Cybersecurity ETFETF | −3.6% | +3.1% | +11.8% | +6.6% | 44 | 5 | — | 98 |
| 12 | FDNFirst Trust Dow Jones Internet Index Fund ETFETF | +0.2% | +4.3% | +1.6% | +2.6% | 33 | 27 | — | 72 |
| 13 | METAMeta PlatformsCommunication Services | +6.0% | +18.8% | +12.9% | −6.8% | 16 | 54 | 35 | 43 |
| 14 | GENGen DigitalInformation Technology | −0.3% | +4.1% | −1.4% | −13.9% | 18 | 18 | 89 | 76 |
| 15 | ADPAutomatic Data ProcessingIndustrials | +0.3% | +8.0% | +4.3% | −21.6% | 13 | 41 | 9 | 43 |
| 16 | MSFTMicrosoftInformation Technology | +0.2% | +3.2% | −7.6% | −22.6% | 11 | 13 | 67 | 67 |
| 17 | PAYXPaychexIndustrials | +1.2% | +7.6% | +9.2% | −26.3% | 9 | 39 | 60 | 67 |
| 18 | PTCPTC Inc.Information Technology | +0.8% | +9.8% | −8.9% | −28.6% | 8 | 6 | 91 | 14 |
| 19 | VEEVVeeva SystemsHealth Care | +0.2% | +7.1% | +10.1% | −32.3% | 7 | 66 | 90 | 16 |
| 20 | ADSKAutodeskInformation Technology | −0.1% | +7.2% | −9.4% | −33.9% | 6 | 75 | 92 | 61 |
| 21 | ROPRoper TechnologiesInformation Technology | −0.0% | +5.2% | +7.1% | −37.1% | 5 | 40 | 34 | 83 |
| 22 | ORCLOracle CorporationInformation Technology | −2.5% | −4.0% | −34.2% | −39.4% | 5 | 96 | 18 | 22 |
| 23 | CRMSalesforceInformation Technology | +0.5% | +4.3% | −12.0% | −39.5% | 5 | 85 | 62 | 9 |
| 24 | ADBEAdobe Inc.Information Technology | +0.4% | +9.1% | −11.1% | −40.7% | 4 | 76 | 39 | 22 |
| 25 | WDAYWorkday, Inc.Information Technology | +0.4% | +13.5% | −3.7% | −42.4% | 4 | 95 | 88 | 58 |
| 26 | TYLTyler TechnologiesInformation Technology | −0.5% | +5.8% | −0.8% | −47.5% | 3 | 67 | 55 | 52 |
| 27 | NOWServiceNowInformation Technology | −1.0% | +8.5% | −4.2% | −48.0% | 2 | 89 | 82 | 83 |
| 28 | CRWDCrowdStrikeInformation Technology | −5.7% | −1.9% | −72.1% | −63.0% | 1 | 64 | 50 | 92 |
| 29 | INTUIntuitInformation Technology | +0.6% | +5.3% | −7.3% | −64.9% | 1 | 85 | 86 | 13 |