Industry deep-dive
Software - Infrastructure
Every super-investor and insider move tracked across 85 tickers in this industry.
Tickers
85
Combined value
$64.70T
Insider net (30d)
−$218.4M
Congress trades (30d)
2
Sector consensus moves
Latest 13F · 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 | Norges Bank Norway SWF | $71.05B |
| 2 | Ken Griffin Citadel Advisors | $35.10B |
| 3 | Wellington Management | $29.37B |
| 4 | Ken Fisher Fisher Asset Mgmt | $14.18B |
| 5 | D.E. Shaw & Co. | $11.63B |
| 6 | AQR Capital Management | $9.62B |
| 7 | Baillie Gifford & Co | $9.05B |
| 8 | Izzy Englander Millennium Mgmt | $8.27B |
| 9 | Chris Hohn TCI Fund Mgmt | $8.12B |
| 10 | Philippe Laffont Coatue | $4.14B |
| 11 | Chase Coleman Tiger Global | $3.95B |
| 12 | Steve Cohen Point72 | $3.91B |
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 | $50.10T |
| 2 | ORCL | ORACLE CORP | $2.53T |
| 3 | PANW | PALO ALTO NETWORKS INC | $1.50T |
| 4 | SNPS | SYNOPSYS INC | $1.42T |
| 5 | CRWD | CROWDSTRIKE HLDGS INC | $909.75B |
| 6 | XYZ | BLOCK INC | $793.66B |
| 7 | FTNT | FORTINET INC | $773.96B |
| 8 | VRSN | VERISIGN INC | $573.75B |
| 9 | NET | CLOUDFLARE INC | $532.46B |
| 10 | MDB | MONGODB INC | $475.91B |
| 11 | TWLO | TWILIO INC | $451.69B |
| 12 | NTAP | NETAPP INC | $400.94B |
| 13 | OKTA | OKTA INC | $368.38B |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | $364.17B |
| 15 | AMAT | AKAMAI TECHNOLOGIES INC | $275.73B |
| 16 | ZS | ZSCALER INC | $274.04B |
| 17 | GDDY | GODADDY INC | $249.43B |
| 18 | WEX | WEX INC | $203.00B |
| 19 | GEN | NORTONLIFELOCK INC | $174.69B |
| 20 | FIVN | FIVE9 INC | $155.86B |
| 21 | BB | BLACKBERRY LTD | $140.90B |
| 22 | GTLB | GITLAB INC | $134.37B |
| 23 | EEFT | EURONET WORLDWIDE INC | $125.29B |
| 24 | TDC | TERADATA CORP DEL | $125.16B |