Best Software - Infrastructure Stocks for 2026
Operating systems, databases, and security platforms earn the highest gross margins in the tech stack on platform-effect economics, so Quality dominates the ranking.
Infrastructure Software (operating systems, databases, security platforms, and developer tooling) earns the highest gross margins in the technology stack on platform-effect economics. The Quality pillar (gross margin, ROIC, FCF conversion) dominates composite ranking; Valuation pillar uses EV/Sales and rule-of-40 against revenue growth.
Data as of (updated daily)
Top 20 Software - Infrastructure stocks by composite score
| # | Ticker | Name | Composite |
|---|---|---|---|
| 1 | GCT.US | GigaCloud Technology Inc Class A Ordinary Shares | 78.3 |
| 2 | DLO.US | Dlocal Ltd | 75.0 |
| 3 | 002315.SHE | Focus Technology Co Ltd | 72.8 |
| 4 | 300442.SHE | Shanghai Precise Packaging Co Ltd | 72.0 |
| 5 | 300773.SHE | Lakala Payment Co Ltd | 71.4 |
| 6 | PTX.XETRA | Palantir Technologies Inc. | 70.9 |
| 7 | 8017.HK | TradeGo FinTech | 70.8 |
| 8 | KSPI.US | Joint Stock Company Kaspi.kz | 70.5 |
| 9 | PLTR.US | Palantir Technologies Inc. | 70.5 |
| 10 | P2LT34.SA | Palantir Technologies Inc. | 70.4 |
| 11 | PLTR.BA | Palantir Technologies Inc. | 69.9 |
| 12 | 0040.KLSE | OpenSys M Bhd | 69.7 |
| 13 | PAYS.US | Paysign Inc | 69.3 |
| 14 | TUYA.US | Tuya Inc ADR | 68.4 |
| 15 | STNE.US | StoneCo Ltd | 68.3 |
| 16 | PICS.US | Picpay Holdings Netherlands N.V. Class A Common Shares | 68.1 |
| 17 | 688615.SHG | INTSIG ORD A (SHH) EQSW Exp: | 68.0 |
| 18 | B4P.AU | Beforepay Group Ltd | 67.8 |
| 19 | MLGO.US | MicroAlgo Inc. | 67.7 |
| 20 | MSFT.SN | Microsoft Corporation | 66.9 |
Want to drill into Software - Infrastructure stocks?
The full screener applies the Software - Infrastructure industry filter and lets you stack 30+ more filters on top: market cap, country, dividend yield, and the four pillar scores.
Open in screener →Explore related pages
Software - Infrastructure by strategy
Software - Infrastructure by country
Other industries in Technology
Parent sector
Methodology: How we score stocks. Data refreshed nightly around 03:30 ET. This page lists the top 20 by composite score; use the screener for the full ranked list.