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 | 77.9 |
| 2 | DLO.US | Dlocal Ltd | 75.7 |
| 3 | ADYEN.AS | Adyen NV | 72.8 |
| 4 | 300442.SHE | Shanghai Precise Packaging Co Ltd | 72.4 |
| 5 | TUYA.US | Tuya Inc ADR | 72.2 |
| 6 | 002315.SHE | Focus Technology Co Ltd | 72.0 |
| 7 | 300773.SHE | Lakala Payment Co Ltd | 71.9 |
| 8 | RELY.US | Remitly Global Inc | 71.4 |
| 9 | PLTR.BA | Palantir Technologies Inc. | 70.7 |
| 10 | PLTR.US | Palantir Technologies Inc. | 70.2 |
| 11 | PTX.XETRA | Palantir Technologies Inc. | 70.1 |
| 12 | P2LT34.SA | Palantir Technologies Inc. | 70.0 |
| 13 | WGSH.JK | Wira Global Solusi Tbk PT | 69.8 |
| 14 | RAMP.US | Liveramp Holdings Inc | 69.1 |
| 15 | 1N8.XETRA | ADYEN N.V. EO-01 | 69.0 |
| 16 | STNE.US | StoneCo Ltd | 68.6 |
| 17 | 8017.HK | TradeGo FinTech | 68.3 |
| 18 | PAY.US | Paymentus Holdings, Inc. | 68.0 |
| 19 | PAYS.US | Paysign Inc | 67.9 |
| 20 | B4P.AU | Beforepay Group Ltd | 67.9 |
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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.