Cloud Infrastructure Stocks
Foundational hardware and software providers supply the essential compute power, networking protocols, and virtualization layers required to sustain global digital workloads. These entities operate across a complex value chain involving semiconductor design, managed IT services, and high-bandwidth telecommunications infrastructure to ensure low-latency data transmission and scalable storage.
As of Oct 23, 2026, Cloud Infrastructure has 75 US-listed companies worth $18.6T combined. The median member moved -2.1% over the past week; NOW led among the 25 largest at +12.0% and BABA trailed at -8.7%.
Companies in Cloud Infrastructure
- GOOGL – Alphabet Inc Class A, $4T
- MSFT – Microsoft Corporation, $3.9T
- AMZN – Amazon.com Inc, $2.7T
- SPCX – Space Exploration Technologies Corp. Class A Common Stock, $1.7T
- AVGO – Broadcom Inc, $1.5T
- AMD – Advanced Micro Devices Inc, $829B
- CSCO – Cisco Systems Inc, $414B
- ORCL – Oracle Corporation, $381B
- PANW – Palo Alto Networks Inc, $311B
- DELL – Dell Technologies Inc, $288B
- BABA – Alibaba Group Holding Ltd, $253B
- ARM – Arm Holdings plc American Depositary Shares, $225B
- ANET – Arista Networks, $216B
- MRVL – Marvell Technology Group Ltd, $205B
- NOW – ServiceNow Inc, $164B
- STX – Seagate Technology PLC, $146B
- WDC – Western Digital Corporation, $142B
- NET – Cloudflare Inc, $116B
- SNOW – Snowflake Inc., $111B
- EQIX – Equinix Inc, $94B
- VRT – Vertiv Holdings Co, $75.3B
- HPE – Hewlett Packard Enterprise Co, $73.6B
- LITE – Lumentum Holdings Inc, $68.2B
- DLR – Digital Realty Trust Inc, $64.6B
- TEAM – Atlassian Corp Plc, $56.5B
- CIEN – Ciena Corp, $45.8B
- NOK – Nokia Corp ADR, $45.6B
- ALAB – Astera Labs, Inc., $44.7B
- NBIS – Nebius Group N.V., $43.3B
- NTAP – NetApp Inc, $42.3B
- P – Everpure, Inc., $41.1B
- IRM – Iron Mountain Incorporated, $32.9B
- CLS – Celestica Inc., $32.8B
- CRWV – CoreWeave, Inc. Class A Common Stock, $30.7B
- BIDU – Baidu Inc, $26.3B
- CBRS – Cerebras Systems Inc. Class A Common Stock, $25.9B
- SMCI – Super Micro Computer Inc, $21.3B
- SWKS – Skyworks Solutions Inc, $19.6B
- NTNX – Nutanix Inc, $19.1B
- DT – Dynatrace Holdings LLC, $18.6B
- AKAM – Akamai Technologies Inc, $13.1B
- SKM – SK Telecom Co Ltd ADR, $12.6B
- DOCN – DigitalOcean Holdings Inc, $10.8B
- ARW – Arrow Electronics Inc, $10.7B
- NTSK – Netskope, Inc. Class A Common Stock, $9.9B
- SANM – Sanmina Corporation, $8.3B
- APLD – Applied Digital Corporation, $5.8B
- NSIT – Insight Enterprises Inc, $4.8B
- LUMN – Lumen Technologies, Inc. Common Stock, $4.6B
- GDS – GDS Holdings Ltd, $4.4B
- CORZ – Core Scientific, Inc. Common Stock, $4.2B
- TDC – Teradata Corp, $3.2B
- KD – Kyndryl Holdings Inc, $2.9B
- RUM – Rumble Inc., $2.7B
- CSQR – Csquare, Inc., $2.7B
- KC – Kingsoft Cloud Holdings Ltd, $2.4B
- CHRN – ChronoScale Corporation, $2.3B
- BXDC – Blackstone Digital Infrastructure Trust Inc., $1.6B
- VNET – VNET Group Inc DRC, $1.1B
- SHAZ – SharonAI Holdings, Inc. Class A Common Stock, $1.1B
- RXT – Rackspace Technology Inc, $720M
- BRUN – Boost Run Inc. Class A Common Stock, $707M
- BLZE – Backblaze Inc, $532M
- WYFI – WhiteFiber, Inc. Ordinary Shares, $457M
- CCOI – Cogent Communications Group Inc, $397M
- RBBN – Ribbon Communications Inc, $317M
- QMLS – QumulusAI, Inc. Common Stock, $238M
- XLAB – Exascale Labs Holdings Inc. Class A Common Stock, $133M
- IPM – Intelligent Protection Management Corp, $23.1M
- AZIO – Azio AI Holdings, Inc., $17.3M
- CHOW – ChowChow Cloud International Holdings Limited, $10.2M
- GLE – Global Engine Group Holding Limited Ordinary Shares, $8.9M
- DTST – Data Storage Corp, $7.5M
- ALP – Alpha Compute Corp, $5.2M
- SGRX – Sangrix Inc., $978,130