Index Performance
+30.47%
INFRA
+31.77%
SKYY
+13.66%
QQQ
+10.18%
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 holdings23
What's inside?
Holdings
All holdings as of December 10, 2024
CSV download
| Twilio, Inc. (TWLO) | 6.00% | $16.90B | 9.67% | 50.00% | 2.03 |
| Atlassian Corp. (TEAM) | 5.71% | $71.41B | 21.48% | 81.36% | 8.84 |
| Snowflake, Inc. (SNOW) | 5.44% | $56.63B | 28.32% | 64.66% | 10.70 |
| Confluent, Inc. (CFLT) | 5.37% | $10.64B | 24.99% | 74.66% | 6.40 |
| Fastly, Inc. (FSLY) | 4.99% | $1.59B | 7.35% | 50.97% | 2.14 |
| Elastic NV (ESTC) | 4.75% | $11.18B | 17.63% | 74.50% | 5.58 |
| Datadog, Inc. (DDOG) | 4.72% | $54.76B | 26.02% | 80.01% | 15.35 |
| Cloudflare, Inc. (NET) | 4.72% | $39.08B | 28.15% | 77.69% | 17.38 |
| Amplitude, Inc. (AMPL) | 4.29% | $1.47B | 6.48% | 75.02% | 2.73 |
| ServiceNow, Inc. (NOW) | 4.21% | $230.82B | 22.25% | 79.12% | 17.53 |
| Gitlab, Inc. (GTLB) | 4.14% | $10.86B | 30.99% | 88.71% | 11.42 |
| Amazon.com, Inc. (AMZN) | 4.11% | $2.38T | 11.04% | 49.03% | 3.32 |
| Zscaler, Inc. (ZS) | 4.08% | $31.63B | 26.42% | 77.34% | 11.36 |
| CrowdStrike Holdings, Inc. (CRWD) | 4.04% | $87.10B | 28.52% | 74.65% | 18.57 |
| Palo Alto Networks, Inc. (PANW) | 4.01% | $127.61B | 13.88% | 74.09% | 15.13 |
| PagerDuty, Inc. (PD) | 3.94% | $1.87B | 9.41% | 82.96% | 3.47 |
| Dynatrace, Inc. (DT) | 3.88% | $17.14B | 18.89% | 80.25% | 9.72 |
| Okta, Inc. (OKTA) | 3.82% | $14.26B | 13.87% | 76.39% | 4.33 |
| JFrog Ltd. (FROG) | 3.70% | $3.45B | 23.04% | 73.82% | 6.75 |
| MongoDB, Inc. (MDB) | 3.65% | $25.86B | 22.28% | 74.40% | 9.85 |
| Microsoft Corp. (MSFT) | 3.56% | $3.32T | 16.04% | 69.35% | 12.72 |
| HashiCorp, Inc. (HCP) | 3.47% | $6.88B | 18.66% | 82.82% | 8.47 |
| SentinelOne, Inc. (S) | 3.38% | $7.93B | 28.31% | 74.72% | 9.70 |
Market data by FactSet
