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Investment theme · updated October 19, 2026
Cloud and software stocks: companies, prices and rankings
The theme covers companies that rent out servers and storage and those that sell software by subscription, from office tools to accounting and databases. Subscriptions bring recurring revenue and high margins, which is why these stocks usually trade at high multiples.
We track 15 companies in cloud and software. Today 3 of 15 are up, and the theme is -2.07% on a market-cap-weighted basis. The median 1-year return is +9%.
Companies15
Today's move-2.07%
1-year return+9%
Median P/E27.2
Median dividend0.98%
Total market cap11.25 T $
The largest companies in cloud and software
The top 10 companies on each measure.
Today's biggest gainers and losers in cloud and software
The biggest gains and losses in the latest session, among companies worth more than $2 billion.
All stocks in cloud and software
Sorted by market cap, 10 per page. Each one has its own page with the full analysis.
- 1Alphabet Inc Class AGOOGL · NASDAQ$356.40-2.16%
- 2
Microsoft CorporationMSFT · NASDAQ$397.40-1.50% - 3
Amazon.com IncAMZN · NASDAQ$238.00-2.53% - 4
Oracle CorporationORCL · NYSE$201.30-2.21% - 5
Salesforce.com IncCRM · NYSE$170.90-2.53% - 6
ServiceNow IncNOW · NYSE$106.10-0.85% - 7
Adobe Systems IncorporatedADBE · NASDAQ$233.40-1.89% - 8
Snowflake Inc.SNOW · NYSE$239.90+0.10% - 9
Datadog IncDDOG · NASDAQ$227.60+0.13% - 10
Intuit IncINTU · NASDAQ$284.20-3.25% - 11
Cloudflare IncNET · NYSE$219.70-6.97% - 12
Workday IncWDAY · NASDAQ$137.50-1.97% - 13
Zoom Video Communications IncZM · NASDAQ$93.96-2.96% - 14
MongoDBMDB · NASDAQ$348.30+2.35% - 15Atlassian Corp PlcTEAM · NASDAQ$91.54-4.26%
Some prices may be from the previous session close, depending on the exchange where the company trades.
How we pick the companies in a theme
Each list is put together by hand, from companies that earn a large share of their revenue from the theme or lead it. We review it as the market changes. Only companies we analyze appear on the page.
Other investment themes
Artificial intelligenceThe chips, cloud and software that train and run AI models.23 companies+39% over 1 year
+20Magnificent 7Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia and Tesla, the giants driving the US stock market.7 companies+17% over 1 year
+4
SemiconductorsThe companies that design and make the chips inside everything electronic.24 companies+104% over 1 year
+21
DefenseAircraft, missiles, ammunition and national security systems.20 companies+3% over 1 year
+17
Nuclear energy and uraniumPower plants, nuclear fuel and small modular reactors.7 companies+40% over 1 year
+4
Gold and silverGold and silver miners and the companies that finance their mines.6 companies+81% over 1 year
+3
Oil and gasProducing, refining and moving oil and natural gas.15 companies+45% over 1 year
+12
Electric vehicles and autosCarmakers, batteries and components for electric vehicles.16 companies+8% over 1 year
+13Quantum computingCompanies building quantum computers, from startups to IBM and Google.4 companies+22% over 1 year
+1
CybersecurityProtection for networks, data and online identity.10 companies+28% over 1 year
+7
Renewable energySolar, wind and power grids: the companies of the energy transition.11 companies+51% over 1 year
+8
Obesity and GLP-1The diabetes and weight-loss drugs reshaping the pharma industry.6 companies+16% over 1 year
+3BiotechnologyCompanies discovering new drugs, from gene therapies to vaccines.14 companies+21% over 1 year
+11PharmaceuticalsThe big drugmakers, with steady revenue and dividends.16 companies+27% over 1 year
+13Medical devicesSurgical robots, implants, diagnostic equipment and patient sensors.11 companies-14% over 1 year
+8
MiningCopper, iron ore, lithium and the metals the economy runs on.10 companies+79% over 1 year
+7
BanksThe big banks of the US, Europe and Romania, from lending to investing.18 companies+54% over 1 year
+15Payments and fintechCard networks, payment processors and digital banks.13 companies-17% over 1 year
+10Crypto and BitcoinCrypto exchanges, Bitcoin miners and companies holding Bitcoin on their balance sheet.6 companies+35% over 1 year
+3Exchanges and brokersStock exchange operators and the brokers where you buy shares.9 companies+2% over 1 year
+6InsuranceMajor insurers and reinsurers, with solid dividends.16 companies+3% over 1 year
+13
LuxuryFashion, watches, jewelry and luxury cars, with high margins.11 companies+7% over 1 year
+8
Robotics and automationIndustrial robots, factory automation and robotic surgery.10 companies+29% over 1 year
+7
Space and satellitesRockets, satellites and internet from space.7 companies+287% over 1 year
+4
Infrastructure and constructionRoads, bridges, cement and the machines that build them.14 companies+33% over 1 year
+11Aviation and airlinesAircraft and engine makers, airlines and airports.14 companies+16% over 1 year
+11Travel and hotelsHotel chains and online booking platforms.9 companies+27% over 1 year
+6CruisesCruise ship operators, from Carnival to Royal Caribbean.4 companies+4% over 1 year
+1Transport and logisticsRailroads, couriers and container shipping.15 companies+30% over 1 year
+12TelecomMobile, internet and cable operators, with high dividends.11 companies+14% over 1 year
+8Video gamesGame studios, consoles and online gaming platforms.8 companies-30% over 1 year+5Streaming and entertainmentFilm and music platforms, studios and concert promoters.8 companies+13% over 1 year
+5E-commerceThe big online stores and marketplaces, from Amazon to Allegro.8 companies-18% over 1 year+5BeveragesSoft drink, beer and spirits makers, with steady dividends.9 companies+8% over 1 year
+6Restaurants and fast foodFast-food and coffee chains, from McDonald's to Starbucks.6 companies-2% over 1 year
+3Agriculture and fertilizersFarm machinery, fertilizers, seeds and grain trading.7 companies+21% over 1 year
+4Conglomerates and holding companiesGroups that own businesses across many industries, like Berkshire Hathaway.7 companies+20% over 1 year
+4Where to buy stocks: recommended brokers
Regulated brokers, with their stock trading fees, minimum deposit and the authority that supervises them.
4.6
Trading212
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Frequently asked questions about stocks in cloud and software
What are the largest companies in cloud and software?
By market capitalization, the largest are Alphabet Inc Class A, Microsoft Corporation and Amazon.com Inc.
How have stocks in cloud and software performed over the past year?
The median 1-year return is +9%. Today 3 of 15 companies are up, and the theme is -2.07% on a market-cap-weighted basis.
What dividends do companies in cloud and software pay?
5 of the 15 companies pay a dividend, with a median yield of 0.98%. The highest yield belongs to Intuit Inc, at 1.58% a year.
How do you invest in stocks in cloud and software?
Through an account with a regulated broker: buy the companies you choose or a thematic ETF that holds many of them. Popular themes can swing hard, so it pays not to put all your money in one place.
The data on this page is for information only and is not investment advice. Prices may be delayed.