Best Software - Infrastructure Stocks in the United States for 2026
Top-ranked Software - Infrastructure stocks in United States. 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 in United States 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 | KSPI.US | Joint Stock Company Kaspi.kz | 70.5 |
| 4 | PLTR.US | Palantir Technologies Inc. | 70.5 |
| 5 | PAYS.US | Paysign Inc | 69.3 |
| 6 | STNE.US | StoneCo Ltd | 68.3 |
| 7 | PICS.US | Picpay Holdings Netherlands N.V. Class A Common Shares | 68.1 |
| 8 | MLGO.US | MicroAlgo Inc. | 67.7 |
| 9 | TDC.US | Teradata Corp | 66.8 |
| 10 | FLYW.US | Flywire Corp | 65.5 |
| 11 | OSPN.US | OneSpan Inc | 64.9 |
| 12 | MSFT.US | Microsoft Corporation | 63.8 |
| 13 | GDDY.US | Godaddy Inc | 63.1 |
| 14 | RAMP.US | Liveramp Holdings Inc | 62.2 |
| 15 | FTNT.US | Fortinet Inc | 61.8 |
| 16 | TOST.US | Toast Inc | 61.5 |
| 17 | QLYS.US | Qualys Inc | 61.2 |
| 18 | PAY.US | Paymentus Holdings, Inc. | 61.0 |
| 19 | YYAI.US | Connexa Sports Technologies Inc. | 60.8 |
| 20 | XBP.US | XBP Europe Holdings Inc | 60.4 |
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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 within the Software - Infrastructure industry, the United States. Use the screener for the full ranked list.