Cloud and Software

The cloud giants that rent out servers and the companies selling software by subscription: revenue that renews every month.

14 CompaniesBenchmark: SKYY

Theme Map

Tile size shows market cap, colour shows the day's move.

MSFTMicrosoft Corporation+ 0.17%Share of Theme 32.6%$3.96 T

GOOGLAlphabet Inc.+ 1.09%Share of Theme 32.2%$3.92 T

AMZNAmazon.com Inc+ 1.14%Share of Theme 22.3%$2.72 T

DDOG− 0.79%ADBE− 2.47%INTU− 2.90%2 More

Too Small for the Map 2

MSFTMicrosoft Corporation+ 0.17%Share of Theme 32.6%$3.96 T

GOOGLAlphabet Inc.+ 1.09%Share of Theme 32.2%$3.92 T

AMZNAmazon.com Inc+ 1.14%Share of Theme 22.3%$2.72 T10 More

ORCL+ 3.15%

Too Small for the Map 10

The Theme Today

This Session

Today's Median

− 0.56%

Advancers / Decliners

6/8

Strongest Member

ORCLOracle Corporation

+ 3.15%

Weakest Member

INTUIntuit Inc

− 2.90%

Over Time

Companies


MSFTMicrosoft Corporation	533.52	+ 0.17%	$3.96 T
GOOGLAlphabet Inc.	320.26	+ 1.09%	$3.92 T
AMZNAmazon.com Inc	251.94	+ 1.14%	$2.72 T
ORCLOracle Corporation	130.04	+ 3.15%	$394 B
SHOPShopify Inc	166.48	− 1.01%	$214 B
CRMSalesforce Inc	243.16	− 1.80%	$200 B
NOWServiceNow Inc	155.48	− 1.71%	$161 B
SNOWSnowflake Inc	340.21	+ 1.57%	$120 B
NETCloudflare Inc	329.70	− 0.65%	$117 B
DDOGDatadog Inc (Pre-Reincorporation)	278.02	− 0.79%	$99.8 B
ADBEAdobe Inc	252.24	− 2.47%	$98.2 B
INTUIntuit Inc	330.03	− 2.90%	$88.2 B
WDAYWorkday, Inc.	207.51	− 0.47%	$50.0 B
MDBMongoDB Inc	390.06	+ 0.24%	$31.4 B
Benchmark
SKYYFirst Trust Cloud Computing ETF	171.52	+ 0.98%	–

MSFT · GOOGL · AMZN · ORCLCompare the Top Four

Theme Map

Tile size shows market cap, colour shows the day's move.

The Theme Today

Companies

Why These Companies

The first group rents out infrastructure: Amazon Web Services, Microsoft Azure, Google Cloud and Oracle Cloud. The second sells subscription software on top of it: Salesforce, ServiceNow, Adobe, Intuit, Workday and Shopify. Snowflake, Datadog, MongoDB and Cloudflare sell data and infrastructure software priced on usage, so their revenue grows as customers' cloud bills grow. Because subscription revenue is predictable, these companies are usually valued more on revenue growth than on current profit.

The list is an editorial selection, not investment advice. It is sorted by market cap; companies whose primary listing is outside the US are left blank because their market cap is not comparable.

Other Themes

Alpaca · IEX Real-Time PriceUpdated 11:38 NY15-Minute Delay for Thinly Traded

To Understand This

P/E and the Valuation RatiosYou can't tell whether a stock is cheap or expensive by looking at its price.Cash Flow: Reading Behind the ProfitProfit is an opinion, cash is a fact — and the gap between them is the earliest warning sign in the statements.