Industry deep-dive
Software - Infrastructure
Every super-investor and insider move tracked across 85 tickers in this industry.
Tickers
85
Combined value
$402.60B
Insider net (30d)
−$218.4M
Congress trades (30d)
2
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest software - infrastructure books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Howard Marks Oaktree Capital | $121.59B |
| 2 | T. Rowe Price | $78.76B |
| 3 | Norges Bank Norway SWF | $71.05B |
| 4 | Wellington Management | $29.37B |
| 5 | Ken Fisher Fisher Asset Mgmt | $14.18B |
| 6 | AQR Capital Management | $9.62B |
| 7 | Baillie Gifford & Co | $9.05B |
| 8 | Chris Hohn TCI Fund Mgmt | $8.12B |
| 9 | D.E. Shaw & Co. | $7.20B |
| 10 | Ken Griffin Citadel Advisors | $6.46B |
| 11 | Philippe Laffont Coatue | $4.14B |
| 12 | Chase Coleman Tiger Global | $3.95B |
Software - Infrastructure valuation
Per-ticker scatter · medians from 2 covered tickers
P/E TTM
1 tickers
26.3×
median multiple
26.3×Software - Infrastructure cohort27.3×
P/S TTM
1 tickers
10.3×
median multiple
10.3×Software - Infrastructure cohort11.3×
P/B TTM
1 tickers
8.0×
median multiple
8.0×Software - Infrastructure cohort9.0×
Gross margin
1 tickers
68.6%
median TTM
68.6%Software - Infrastructure cohort168.6%
Operating margin
1 tickers
46.7%
median TTM
46.7%Software - Infrastructure cohort146.7%
ROE
1 tickers
33.6%
median TTM
33.6%Software - Infrastructure cohort133.6%
ROIC
1 tickers
21.1%
median TTM
21.1%Software - Infrastructure cohort121.1%
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $189.54B |
| 2 | CORZ | CORE SCIENTIFIC INC NEW | $121.83B |
| 3 | PLTR | PALANTIR TECHNOLOGIES INC | $15.28B |
| 4 | ORCL | ORACLE CORP | $15.00B |
| 5 | NET | CLOUDFLARE INC | $5.99B |
| 6 | XYZ | BLOCK INC | $5.75B |
| 7 | VRSN | VERISIGN INC | $4.66B |
| 8 | CRWD | CROWDSTRIKE HLDGS INC | $4.36B |
| 9 | MDB | MONGODB INC | $4.19B |
| 10 | PANW | PALO ALTO NETWORKS INC | $3.67B |
| 11 | SNPS | SYNOPSYS INC | $3.61B |
| 12 | IOT | SAMSARA INC | $3.44B |
| 13 | FTNT | FORTINET INC | $2.29B |
| 14 | CPAY | CORPAY INC | $2.00B |
| 15 | GDDY | GODADDY INC | $1.72B |
| 16 | ZS | ZSCALER INC | $1.69B |
| 17 | NTAP | NETAPP INC | $1.43B |
| 18 | NTNX | NUTANIX INC | $1.31B |
| 19 | AMAT | AKAMAI TECHNOLOGIES INC | $1.20B |
| 20 | TOST | TOAST INC | $1.03B |
| 21 | FFIV | F5 INC | $905.1M |
| 22 | RBRK | RUBRIK INC. | $857.0M |
| 23 | TWLO | TWILIO INC | $832.6M |
| 24 | OKTA | OKTA INC | $687.5M |