Index Performance
-11.90%
INFRA
-15.64%
SKYY
-10.73%
QQQ
-6.94%
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 14, 2025
CSV download
| Okta, Inc. (OKTA) | 6.64% | $19.54B | 15.33% | 76.32% | 5.73 |
| JFrog Ltd. (FROG) | 5.33% | $3.79B | 22.47% | 76.30% | 6.34 |
| Amplitude, Inc. (AMPL) | 5.24% | $1.52B | 8.32% | 74.30% | 3.58 |
| Zscaler, Inc. (ZS) | 5.20% | $30.61B | 23.41% | 77.09% | N/A |
| Cloudflare, Inc. (NET) | 5.03% | $40.08B | 28.76% | 77.32% | 21.78 |
| PagerDuty, Inc. (PD) | 4.91% | $1.66B | 8.54% | 82.96% | 3.45 |
| Palo Alto Networks, Inc. (PANW) | 4.81% | $120.73B | 14.29% | 73.46% | N/A |
| CrowdStrike Holdings, Inc. (CRWD) | 4.80% | $87.68B | 29.39% | 74.82% | 23.76 |
| Snowflake, Inc. (SNOW) | 4.62% | $51.53B | 29.21% | 65.87% | 16.12 |
| Elastic NV (ESTC) | 4.51% | $9.93B | 16.50% | 74.57% | N/A |
| Twilio, Inc. (TWLO) | 4.50% | $15.11B | 7.32% | 50.00% | 3.74 |
| Microsoft Corp. (MSFT) | 4.42% | $2.89T | 12.27% | 68.69% | 12.14 |
| Dynatrace, Inc. (DT) | 4.37% | $14.51B | 19.47% | 80.16% | 9.52 |
| Amazon.com, Inc. (AMZN) | 4.35% | $2.10T | 10.99% | 48.85% | 3.75 |
| Confluent, Inc. (CFLT) | 4.33% | $8.80B | 24.03% | 73.25% | 8.51 |
| Gitlab, Inc. (GTLB) | 4.29% | $8.37B | 30.93% | 88.79% | N/A |
| Atlassian Corp. (TEAM) | 4.17% | $57.23B | 21.35% | 81.59% | 13.00 |
| SentinelOne, Inc. (S) | 4.09% | $5.95B | 32.25% | 73.21% | N/A |
| ServiceNow, Inc. (NOW) | 3.85% | $173.93B | 22.44% | 79.18% | 19.80 |
| MongoDB, Inc. (MDB) | 3.71% | $13.80B | 19.22% | 73.16% | 9.01 |
| Fastly, Inc. (FSLY) | 3.42% | $974.76M | 7.45% | 51.01% | 2.60 |
| Datadog, Inc. (DDOG) | 3.40% | $34.89B | 26.12% | 80.76% | 18.22 |
Market data by FactSet
