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 | −0.0% | −8.6% | −2.1% | +98.3% | 96 | 37 | 52 | 81 |
| 2 | PANWPalo Alto NetworksInformation Technology | +0.4% | −10.3% | −7.3% | +73.3% | 93 | 67 | 86 | 69 |
| 3 | DDOGDatadogInformation Technology | −0.9% | −10.1% | −7.1% | +61.6% | 91 | 94 | 68 | 37 |
| 4 | GOOGLAlphabet Inc. (Class A)Communication Services | −1.2% | −2.3% | −5.4% | +45.7% | 86 | 54 | 36 | 14 |
| 5 | AKAMAkamai TechnologiesInformation Technology | −1.2% | −2.1% | −11.2% | +36.3% | 81 | 74 | 26 | 23 |
| 6 | HACKAmplify Cybersecurity ETFETF | −0.7% | −4.1% | −2.2% | +32.8% | 79 | 25 | — | 66 |
| 7 | CIBRFirst Trust NASDAQ Cybersecurity ETFETF | −0.8% | −4.0% | −1.9% | +30.7% | 77 | 8 | — | 20 |
| 8 | SKYYFirst Trust Cloud Computing ETFETF | −1.4% | −2.2% | +7.3% | +26.4% | 73 | 75 | — | 39 |
| 9 | FFIVF5, Inc.Information Technology | −0.4% | −1.0% | −5.5% | +24.2% | 70 | 37 | 39 | 91 |
| 10 | BUGGlobal X Cybersecurity ETFETF | −0.7% | −3.7% | +1.6% | +22.9% | 68 | 55 | — | 50 |
| 11 | AMZNAmazonConsumer Discretionary | −0.2% | −3.0% | −5.1% | +9.7% | 50 | 68 | 28 | 55 |
| 12 | CRMSalesforceInformation Technology | −2.0% | +1.3% | +38.8% | +6.2% | 45 | 65 | 62 | 73 |
| 13 | GENGen DigitalInformation Technology | −2.2% | −1.2% | +9.1% | +3.8% | 40 | 11 | 89 | 99 |
| 14 | FDNFirst Trust Dow Jones Internet Index Fund ETFETF | −0.9% | −1.2% | +2.6% | +3.8% | 40 | 46 | — | 77 |
| 15 | VEEVVeeva SystemsHealth Care | −3.3% | −0.6% | +26.3% | +1.9% | 37 | 52 | 90 | 99 |
| 16 | MSFTMicrosoftInformation Technology | −2.0% | −2.7% | −0.0% | −1.6% | 30 | 69 | 67 | 98 |
| 17 | ADPAutomatic Data ProcessingIndustrials | −2.1% | −3.4% | +1.5% | −7.8% | 21 | 22 | 9 | 54 |
| 18 | PAYXPaychexIndustrials | −2.7% | −4.2% | +1.3% | −11.4% | 17 | 82 | 59 | 93 |
| 19 | WDAYWorkday, Inc.Information Technology | −5.4% | −4.4% | +15.0% | −15.3% | 15 | 95 | 88 | 83 |
| 20 | METAMeta PlatformsCommunication Services | +1.0% | +6.7% | +4.6% | −17.6% | 14 | 37 | 35 | 82 |
| 21 | NOWServiceNowInformation Technology | −3.0% | −2.4% | +20.4% | −21.4% | 11 | 87 | 82 | 81 |
| 22 | ADBEAdobe Inc.Information Technology | −6.7% | −8.6% | +2.4% | −22.6% | 10 | 38 | 39 | 81 |
| 23 | ROPRoper TechnologiesInformation Technology | −3.6% | −4.4% | +2.6% | −22.7% | 10 | 1 | 34 | 99 |
| 24 | ORCLOracle CorporationInformation Technology | +3.1% | +5.4% | +10.7% | −28.8% | 6 | 98 | 19 | 16 |
| 25 | ADSKAutodeskInformation Technology | −8.3% | −16.4% | −10.1% | −31.9% | 5 | 57 | 93 | 90 |
| 26 | PTCPTC Inc.Information Technology | −6.0% | −10.3% | −4.5% | −33.9% | 5 | 44 | 91 | 81 |
| 27 | TYLTyler TechnologiesInformation Technology | −4.0% | −3.7% | +18.8% | −34.3% | 4 | 39 | 53 | 66 |
| 28 | CRWDCrowdStrikeInformation Technology | −0.9% | −2.4% | +2.8% | −48.3% | 2 | 87 | 49 | 44 |
| 29 | INTUIntuitInformation Technology | −3.4% | −7.1% | +3.4% | −50.2% | 1 | 54 | 86 | 63 |