Index Performance
+16.83%
INFRA
+14.66%
SKYY
+18.05%
QQQ
+8.54%
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 holdings21
What's inside?
Holdings
All holdings as of June 1, 2026
CSV download
| Datadog, Inc. (DDOG) | 7.10% | $45.68B | 27.68% | 79.93% | 13.49 |
| JFrog Ltd. (FROG) | 6.69% | $5.48B | 24.12% | 76.15% | 12.34 |
| CrowdStrike Holdings, Inc. (CRWD) | 6.12% | $113.65B | 21.71% | 74.81% | 22.08 |
| Palo Alto Networks, Inc. (PANW) | 5.90% | $145.69B | 14.91% | 73.59% | 12.30 |
| Twilio, Inc. (TWLO) | 5.87% | $21.79B | 13.66% | 48.02% | 4.21 |
| Okta, Inc. (OKTA) | 5.71% | $13.44B | 11.84% | 77.36% | 4.46 |
| Snowflake, Inc. (SNOW) | 5.34% | $48.51B | 29.16% | 66.12% | 13.61 |
| Atlassian Corp. (TEAM) | 5.03% | $18.94B | 23.31% | 84.67% | 7.37 |
| MongoDB, Inc. (MDB) | 4.95% | $20.38B | 22.79% | 71.75% | 11.30 |
| PagerDuty, Inc. (PD) | 4.95% | $605.90M | 5.36% | 84.95% | 1.92 |
| GitLab, Inc. (GTLB) | 4.86% | $3.66B | 25.81% | 87.38% | 4.84 |
| Elastic NV (ESTC) | 4.09% | $4.80B | 17.74% | 76.34% | 3.78 |
| Amazon.com, Inc. (AMZN) | 4.07% | $2.84T | 12.38% | 50.29% | 3.55 |
| Cloudflare, Inc. (NET) | 4.02% | $72.88B | 29.85% | 74.51% | 31.41 |
| SentinelOne, Inc. (S) | 4.02% | $4.85B | 21.89% | 73.18% | 3.97 |
| Amplitude, Inc. (AMPL) | 4.01% | $944.11M | 14.68% | 73.87% | 3.92 |
| ServiceNow, Inc. (NOW) | 3.94% | $92.97B | 22.09% | 75.07% | 7.59 |
| Microsoft Corp. (MSFT) | 3.86% | $3.15T | 16.72% | 68.04% | 11.92 |
| Dynatrace, Inc. (DT) | 3.74% | $10.53B | 18.18% | 81.41% | 6.23 |
| Zscaler, Inc. (ZS) | 3.29% | $21.79B | 25.91% | 76.01% | 10.09 |
| Fastly, Inc. (FSLY) | 2.42% | $3.61B | 14.78% | 53.98% | 2.51 |
Market data by FactSet
