Cloud Software Stocks

Scalable enterprise value is driven by recurring subscription revenue models that leverage cloud-native infrastructure to automate complex industry workflows and data security. These firms face high initial customer acquisition costs but benefit from strong net retention rates and high switching costs once integrated into client operations.

As of Oct 23, 2026, Cloud Software has 168 US-listed companies worth $2.7T combined. The median member moved +7.2% over the past week; ZS led among the 25 largest at +23.0% and BSP trailed at -6.4%.

Companies in Cloud Software

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