THEMATIC
Redpoint Software Infrastructure

INFRARED

Index Performance

+22.70%
INFRARED
+14.42%
SKYY
+11.76%
TMLARGE
+11.89%
TMTECH

Overview

Description

Since 1999, Redpoint Ventures has partnered with visionary founders to create new markets and redefine existing ones. The firm invests in startups across the seed, early and growth phases, with over $4b in AUM. The Redpoint Software Infrastructure Index (INFRARED) tracks new infrastructure SaaS vendors that abstract away important engineering problems. Every industry, business, and function within a company today is dependent on building and delivering software. From autonomous vehicle companies like Tesla, social media sites, restaurants building an online franchise, cybersecurity companies, fintechs building new payment rails, healthcare, to EdTech startups, these companies rely on building and shipping software to remain competitive in today’s digital world. There are tens of thousands of companies that use the infrastructure software vendors in our index.

  • TickerINFRARED
  • Inception Date06/20/2023
  • WeightingEqual
  • # of holdings25
What's inside?

Holdings

All holdings as of February 23, 2024
CSV download
JFrog Ltd. (FROG)5.29%$4.66B24.94%77.47%8.73
Confluent, Inc. (CFLT)5.11%$7.64B32.60%70.41%8.04
CrowdStrike Holdings, Inc. (CRWD)4.61%$70.77B35.31%75.06%14.31
Cloudflare, Inc. (NET)4.45%$29.68B32.97%76.32%21.24
Snowflake, Inc. (SNOW)4.43%$74.30B31.80%67.23%17.00
Elastic NV (ESTC)4.42%$12.71B17.48%73.92%6.09
Gitlab, Inc. (GTLB)4.32%$7.51B32.47%89.92%10.71
MongoDB, Inc. (MDB)4.13%$32.48B29.77%74.63%15.11
Tenable Holdings, Inc. (TENB)4.11%$5.52B16.91%77.02%6.58
Zscaler, Inc. (ZS)4.08%$33.55B39.70%77.47%12.69
DigitalOcean Holdings, Inc. (DOCN)4.07%$3.54B20.23%59.02%6.57
Datadog, Inc. (DDOG)4.06%$39.62B27.06%80.70%19.19
Jamf Holding Corp. (JAMF)4.00%$2.49B14.51%67.24%4.40
SentinelOne, Inc. (S)3.97%$6.55B42.35%73.34%6.74
Splunk, Inc. (SPLK)3.92%$26.22B14.80%79.96%6.60
Okta, Inc. (OKTA)3.85%$13.01B21.40%75.17%4.78
PagerDuty, Inc. (PD)3.83%$2.13B15.41%81.88%4.21
HashiCorp, Inc. (HCP)3.72%$2.54B16.58%82.48%4.60
Palo Alto Networks, Inc. (PANW)3.53%$86.53B19.33%74.73%15.92
Dynatrace, Inc. (DT)3.52%$14.67B22.74%79.92%11.48
UiPath, Inc. (PATH)3.49%$11.33B24.05%84.45%5.82
Akamai Technologies, Inc. (AKAM)3.49%$16.13B5.40%56.88%5.79
Atlassian Corp. (TEAM)3.43%$32.33B21.47%81.44%15.72
C3.ai, Inc. (AI)3.22%$3.10B17.34%56.14%7.51
Twilio, Inc. (TWLO)2.94%$10.23B8.56%47.30%2.66
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