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 January 26, 2026
CSV download
| Amazon.com, Inc. (AMZN) | 4.99% | $2.55T | 13.40% | 50.79% | 3.52 |
| Confluent, Inc. (CFLT) | 4.85% | $10.88B | 19.31% | 74.11% | 5.36 |
| Okta, Inc. (OKTA) | 4.82% | $16.18B | 11.58% | 77.09% | 5.03 |
| GitLab, Inc. (GTLB) | 4.78% | $6.43B | 24.64% | 86.81% | 7.73 |
| SentinelOne, Inc. (S) | 4.70% | $4.95B | 22.91% | 73.79% | 5.54 |
| Palo Alto Networks, Inc. (PANW) | 4.69% | $128.40B | 15.67% | 74.21% | 15.93 |
| Elastic NV (ESTC) | 4.68% | $7.92B | 15.91% | 75.91% | 5.41 |
| Datadog, Inc. (DDOG) | 4.63% | $47.92B | 28.35% | 80.04% | 15.16 |
| CrowdStrike Holdings, Inc. (CRWD) | 4.63% | $118.07B | 22.18% | 74.96% | 29.03 |
| Microsoft Corp. (MSFT) | 4.61% | $3.50T | 18.43% | 69.05% | 13.22 |
| Cloudflare, Inc. (NET) | 4.61% | $66.33B | 30.68% | 73.97% | 36.96 |
| Fastly, Inc. (FSLY) | 4.55% | $1.46B | 15.32% | 55.26% | 2.25 |
| MongoDB, Inc. (MDB) | 4.55% | $33.47B | 18.69% | 70.88% | 11.67 |
| Snowflake, Inc. (SNOW) | 4.52% | $72.30B | 28.75% | 66.70% | 21.13 |
| Twilio, Inc. (TWLO) | 4.50% | $20.31B | 14.71% | 47.73% | 2.98 |
| Dynatrace, Inc. (DT) | 4.44% | $12.42B | 18.11% | 81.82% | 7.30 |
| Zscaler, Inc. (ZS) | 4.39% | $34.21B | 25.50% | 76.25% | 18.01 |
| Amplitude, Inc. (AMPL) | 4.36% | $1.40B | 17.74% | 73.84% | 3.76 |
| JFrog Ltd. (FROG) | 4.25% | $7.05B | 25.54% | 77.07% | 9.77 |
| PagerDuty, Inc. (PD) | 4.19% | $1.04B | 4.71% | 85.50% | 2.86 |
| ServiceNow, Inc. (NOW) | 4.18% | $141.57B | 21.81% | 77.28% | 14.98 |
| Atlassian Corp. (TEAM) | 4.09% | $36.43B | 20.61% | 83.96% | 7.41 |
Market data by FactSet
