Index Performance
+2.36%
INFRA
+11.02%
SKYY
+7.79%
QQQ
+6.13%
SPY
Overview
Description
Software infrastructure is the mission critical products behind the applications we all use daily. If you believe tech will continue to permeate new industries, infrastructure will be necessary to enable that vision. These companies are the leaders bringing about that change.
- TickerINFRA
- Inception Date06/24/2022
- WeightingEqual
- # of holdings22
What's inside?
Holdings
All holdings as of March 13, 2026
CSV download
| Fastly, Inc. (FSLY) | 12.71% | $3.10B | 14.78% | 53.98% | 2.51 |
| Cloudflare, Inc. (NET) | 5.75% | $67.69B | 29.85% | 74.51% | 31.41 |
| Confluent, Inc. (CFLT) | 5.42% | $11.01B | 21.08% | 74.26% | 8.09 |
| SentinelOne, Inc. (S) | 5.22% | $4.75B | 22.91% | 73.79% | 5.54 |
| CrowdStrike Holdings, Inc. (CRWD) | 4.86% | $107.43B | 21.71% | 74.67% | 22.08 |
| Amazon.com, Inc. (AMZN) | 4.83% | $2.35T | 12.38% | 50.29% | 3.55 |
| Palo Alto Networks, Inc. (PANW) | 4.73% | $133.14B | 14.91% | 73.59% | 12.30 |
| Datadog, Inc. (DDOG) | 4.69% | $43.14B | 27.68% | 79.93% | 13.49 |
| Twilio, Inc. (TWLO) | 4.65% | $19.01B | 13.66% | 48.02% | 4.21 |
| Okta, Inc. (OKTA) | 4.64% | $14.12B | 11.84% | 77.36% | 4.36 |
| Dynatrace, Inc. (DT) | 4.60% | $11.69B | 18.18% | 81.41% | 6.23 |
| Microsoft Corp. (MSFT) | 4.32% | $3.05T | 16.72% | 68.04% | 11.92 |
| Snowflake, Inc. (SNOW) | 4.25% | $60.72B | 29.16% | 66.67% | 13.61 |
| ServiceNow, Inc. (NOW) | 3.87% | $125.92B | 20.88% | 77.53% | 11.78 |
| Elastic NV (ESTC) | 3.57% | $5.49B | 17.74% | 76.34% | 3.78 |
| Zscaler, Inc. (ZS) | 3.50% | $26.04B | 25.91% | 76.01% | 10.09 |
| Amplitude, Inc. (AMPL) | 3.40% | $1.05B | 14.68% | 73.87% | 3.92 |
| JFrog Ltd. (FROG) | 3.25% | $4.92B | 24.12% | 76.15% | 12.34 |
| MongoDB, Inc. (MDB) | 3.20% | $21.48B | 22.79% | 71.72% | 11.29 |
| GitLab, Inc. (GTLB) | 3.16% | $4.22B | 25.81% | 87.38% | N/A |
| PagerDuty, Inc. (PD) | 2.92% | $712.19M | 4.71% | 85.50% | 2.86 |
| Atlassian Corp. (TEAM) | 2.47% | $21.84B | 23.31% | 84.67% | 7.37 |
Market data by FactSet
