Best Cloud & SaaS Stocks

Cloud and SaaS stocks in the covered universe — US-listed companies tagged with a SaaS or cloud-infrastructure/computing business, ranked by market capitalization. Every figure is delayed data from SEC EDGAR + Finnhub, shown with its as-of date.

• Nvidia (NVDA) Information Technology — The world's leading AI infrastructure company, providing accelerated computing GPUs and software platforms that power large-scale data center AI, deep learning, and scientific computing workloads. ask →
• Alphabet Inc. (Class C) (GOOG) Communication Services — Alphabet operates the world's largest digital advertising platform and search engine, complemented by cloud infrastructure, AI services, and experimental technology ventures. ask →
• Alphabet Inc. (Class A) (GOOGL) Communication Services — Google's parent company, Alphabet dominates digital advertising while expanding into AI, cloud computing, autonomous vehicles, and life sciences. ask →
• Microsoft (MSFT) Information Technology — A diversified technology giant generating $82.9B in quarterly revenue (9M 2026) with 39.3% net margins, driven by cloud infrastructure (Azure) and AI-powered productivity software scaled across enterprise and consumer segments. ask →
• Amazon (AMZN) Consumer Discretionary — Global e-commerce and cloud computing giant serving consumers, sellers, and enterprises through AWS, retail operations, advertising, and digital devices. ask →
• Broadcom (AVGO) Information Technology — Global semiconductor and infrastructure software leader powering AI data centers, enterprise networks, and cloud environments with advanced silicon and mission-critical software. ask →
• Micron Technology (MU) Information Technology — A memory and storage semiconductor leader capitalizing on AI-driven data center demand with high-margin DRAM, NAND, and NOR products. ask →
• Cisco (CSCO) Information Technology — Cisco delivers enterprise networking hardware, security, and software-as-a-service solutions that enable secure organizational communication and are increasingly transitioning to recurring software and services revenue. ask →
• Oracle Corporation (ORCL) Information Technology — Enterprise software and cloud infrastructure platform powering databases, applications, and AI workloads for global organizations. ask →
• Dell Technologies (DELL) Information Technology — Dell is an infrastructure and client computing provider scaling AI, cloud, and data center solutions across servers, storage, and networking. ask →
• Seagate Technology (STX) Information Technology — Seagate is a global leader in data storage solutions, providing hard drives and solid-state drives for enterprise, cloud, and consumer applications. ask →
• Analog Devices (ADI) Information Technology — Analog Devices designs and manufactures analog, mixed-signal, and digital signal processing semiconductors powering industrial automation, automotive, communications, and consumer applications. ask →
• Marvell Technology (MRVL) Information Technology — Marvell is a fabless semiconductor leader providing high-performance data infrastructure chips spanning data centers to network edges, positioning itself as a critical enabler of AI and cloud computing infrastructure. ask →
• Salesforce (CRM) Information Technology — Salesforce is an AI-driven CRM and enterprise cloud platform that deploys autonomous agents across sales, service, marketing and commerce to unlock human-machine collaboration and operational efficiency at scale. ask →
• Vertiv (VRT) Industrials — Vertiv designs, manufactures, and services critical digital infrastructure—power and cooling systems—for hyperscale data centers, edge networks, and enterprise environments globally. ask →
• ServiceNow (NOW) Information Technology — ServiceNow is an AI-powered cloud platform that transforms enterprise workflows by bridging AI insights to operational execution, automating business processes across systems and departments at scale. ask →
• Cloudflare (NET) Information Technology — Cloudflare operates a global edge network that consolidates security, performance, and reliability for businesses moving to the cloud, increasingly enabling AI-powered applications at scale. ask →
• Adobe Inc. (ADBE) Information Technology — Adobe creates integrated creative, productivity, and customer experience platforms powered by generative AI, serving creators, marketing professionals, and enterprises across media production and personalized customer engagement. ask →
• Datadog (DDOG) Information Technology — Datadog is an AI-powered observability and security platform that unifies monitoring, analytics, and security across entire cloud technology stacks. ask →
• Accenture (ACN) Information Technology — A global professional services and consulting firm delivering technology solutions, cloud transformation, and managed services to enterprises across multiple industries. ask →
• Moody's Corporation (MCO) Financials — Global provider of credit ratings, analytics, and decision-grade data intelligence helping organizations navigate interconnected financial and operational risks. ask →
• Intuit (INTU) Information Technology — Intuit powers small business and consumer financial management through subscription-based software including QuickBooks, TurboTax, and Credit Karma, increasingly enhanced by AI capabilities. ask →
• Monolithic Power Systems (MPWR) Information Technology — Fabless semiconductor designer delivering highly integrated power management and analog mixed-signal solutions for data centers, automotive, industrial, and consumer applications. ask →
• Lumentum (LITE) Information Technology — A leading optical and photonic components and systems provider powering cloud data centers, AI/ML infrastructure, and emerging applications like LiDAR and 3D sensing. ask →
• Digital Realty (DLR) Real Estate — Global REIT operating 310+ data centers across six continents, leveraging data gravity trends to capture cloud infrastructure and digital transformation demand. ask →
• Astera Labs (ALAB) Information Technology — A semiconductor connectivity specialist designing purpose-built hardware and software solutions to eliminate data, network, and memory bottlenecks in cloud and AI infrastructure deployments. ask →
• Flex Ltd. (FLEX) Information Technology — Global advanced manufacturing and supply chain partner delivering end-to-end design, engineering, and production solutions for data centers, healthcare, industrial, automotive, and consumer electronics. ask →
• Nebius Group (NBIS) Information Technology — Nebius is a rapidly scaling AI cloud infrastructure provider building data center capacity to serve explosive demand for AI computing workloads. ask →
• CoreWeave (CRWV) Information Technology — Purpose-built AI cloud platform combining GPU infrastructure, proprietary orchestration software, and managed services to enable large-scale model training, inference, and agentic workflows. ask →
• Axon Enterprise (AXON) Industrials — A leading provider of cloud-based software and connected hardware solutions for law enforcement agencies, including conducted energy devices (CED), body cameras, and in-custody video systems. ask →
• Alibaba Group Holding Ltd (BABA) — Alibaba is a diversified Chinese e-commerce and digital infrastructure giant operating marketplace platforms, cloud computing, digital media, and logistics networks serving consumers and businesses globally. ask →
• Roper Technologies (ROP) Information Technology — A diversified technology company that acquires and operates niche software and tech-enabled products across healthcare, legal, education, and specialty markets. ask →
• NetApp (NTAP) Information Technology — NetApp delivers intelligent data infrastructure and hybrid cloud storage solutions that enable enterprises to manage, protect, and monetize their data across on-premises and cloud environments. ask →
• Ubiquiti (UI) Information Technology — Ubiquiti designs and distributes innovative networking and IoT devices for both service providers and enterprises globally. ask →
• ResMed (RMD) Health Care — ResMed develops cloud-connected software platforms and digital devices for out-of-hospital care, spanning sleep apnea management, COPD treatment, and residential care operations. ask →
• Fiserv (FISV) Financials — Global fintech platform delivering payments, account processing, and merchant acquiring solutions to banks, financial institutions, and small businesses. ask →
• MongoDB Inc. (MDB) Information Technology — MongoDB is the modern document database platform for developers, combining flexible data architecture with integrated search, vector, time-series, and analytics capabilities across cloud and on-premises deployments. ask →
• Atlassian (TEAM) Information Technology — Atlassian is a cloud-native team collaboration platform with AI-powered apps and intelligence tools for software developers, IT operations, and enterprise teams seeking to unlock productivity at scale. ask →
• Zscaler (ZS) Information Technology — Cloud-native security platform replacing traditional firewalls and VPNs to enable secure, seamless access to the internet and SaaS applications in a mobile, cloud-first, and AI-enabled world. ask →
• Okta, Inc. (OKTA) Information Technology — The leading independent identity and access management platform securing workforce and customer authentication for organizations navigating cloud, mobile, and AI transformation. ask →
• F5, Inc. (FFIV) Information Technology — F5 delivers application delivery and security services that optimize and protect how enterprises deliver digital services across hybrid cloud environments. ask →
• Akamai Technologies (AKAM) Information Technology — Akamai delivers edge computing, security, and content delivery infrastructure to power and protect global enterprise applications and digital experiences at scale. ask →
• Toast, Inc. (TOST) Information Technology — Toast is a cloud-based, all-in-one operating system for restaurants combining point-of-sale software, payment processing, and workforce management into a single integrated platform. ask →
• UL Solutions Inc. (ULS) Industrials — Global Testing, Inspection and Certification (TIC) leader providing product safety, security and sustainability solutions across industrial, consumer and digital markets. ask →
• CDW Corporation (CDW) Information Technology — A Fortune 500 IT solutions distributor and channel partner connecting 250,000+ customers across US, UK, and Canada with integrated hardware, software, cloud, and security solutions from hundreds of vendor partners. ask →
• Supermicro (SMCI) Information Technology — Supermicro designs and manufactures high-performance server and storage systems for AI, cloud, and data center infrastructure, leveraging custom processor and GPU configurations. ask →
• SS&C Technologies (SSNC) Information Technology — SS&C is the world's leading hedge fund and private equity administrator providing full-stack software-enabled services and solutions that streamline financial services operations and healthcare claims processing for over 23,000 clients globally. ask →
• Rubrik (RBRK) Information Technology — Rubrik is a cloud-native Zero Trust Data Security platform that combines backup, recovery, and threat detection to help enterprises achieve cyber resilience and accelerate AI adoption safely. ask →
• IREN Ltd (IREN) — IREN operates a Bitcoin mining platform leveraging AI/ML and high-performance computing infrastructure to generate cryptocurrency revenues at scale. ask →
• Nutanix (NTNX) Information Technology — Nutanix delivers cloud infrastructure software and hyperconverged systems that unify storage, compute, and virtualization for on-premise and hybrid data centers. ask →
• PTC Inc. (PTC) Information Technology — Enterprise software platform for digital transformation and lifecycle management across product design, manufacturing, and service operations. ask →
• DigitalOcean Holdings, Inc. (DOCN) Information Technology — An agentic inference cloud platform built for AI-driven enterprises seeking simplicity, scalability, and predictable economics in GPU computing and full-stack cloud services. ask →
• IonQ, Inc. (IONQ) Information Technology — IonQ is the world's first quantum platform company delivering quantum computing, networking, sensing, and security solutions via cloud and on-premises systems. ask →
• Tyler Technologies (TYL) Information Technology — Tyler Technologies is the leading provider of integrated software and technology solutions designed to help state, local, and federal government agencies manage mission-critical back-office operations and transform digital citizen engagement. ask →
• Guidewire Software (GWRE) Information Technology — Guidewire is the cloud-based software platform that property and casualty insurers depend on to manage policy, claims, and billing operations combined with AI-powered digital engagement and analytics capabilities. ask →
• Trimble Inc. (TRMB) Information Technology — Trimble connects office professionals and field workers across construction, geospatial, utilities, and transportation through AI-powered cloud platforms and integrated software-hardware solutions. ask →
• Allegion (ALLE) Industrials — A global leader in security and access control products and solutions that protect people and assets across residential, commercial, and institutional buildings. ask →
• VIAVI SOLUTIONS INC. (VIAV) Information Technology — Network testing and assurance software company helping telcos, cloud providers, and enterprises validate and optimize their communications infrastructure. ask →
• Manhattan Associates (MANH) Information Technology — Manhattan Associates is a leading supply chain and inventory management software provider delivering cloud-native solutions to enterprises across retail, wholesale, and logistics operations. ask →
• TERAWULF INC. (WULF) — TeraWulf builds and operates utility-scale HPC data centers powered by long-duration energy resources, transitioning from bitcoin mining to serve hyperscale AI and cloud workloads with 25-year contracted capacity. ask →

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Data: SEC EDGAR (filings) + Finnhub (fundamentals, delayed daily-close). Figures shown with their as-of date.

Last updated 2026-07-22.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.