Investment Themes
Cloud computing is a computer system that operates by the joint action of disparate elements brought together regardless of their geographical location and underlying infrastructure. Simply put, it is the delivery of computing services (servers, storage, databases, networking, software, analytics) over the Internet to provide more flexible resources to people and businesses. The cloud allows you to rent your IT instead of buying it. Instead of investing heavily in databases, software and hardware, companies choose to access this computing power via the Internet and pay for it based on usage. When a company "goes to the cloud," it means that its IT infrastructure is stored offsite in a datacenter managed by the cloud provider. Instead of spending money and resources on legacy IT systems, customers can focus on more strategic tasks. Without making a significant upfront investment, companies can quickly access the IT resources they need and pay only for what they need. The cost, scaling, performance and reliability advantages of cloud computing over a traditional approach are driving companies around the world, large and small, to migrate to cloud solutions. A distinction is typically made between a public cloud owned and operated by a third-party cloud service provider that offers compute resources such as servers and storage, and a private cloud used exclusively by a company or organization. The hybrid cloud is a symbiosis of the two powered by technology that allows for data and application sharing. Most cloud services can be classified into four broad categories: IaaS (infrastructure as a service), PaaS (platform as a service), SaaS (software as a service) and serverless computing. IaaS allows you to rent an IT infrastructure from a cloud service provider with a payment based on usage. PaaS are services that provide an on-demand environment for developing, testing, delivering and managing software applications (developers can quickly create web or mobile applications without the need for a server).Developers can quickly create web or mobile applications without having to worry about configuring or managing the server, storage, network and database infrastructure required for development.) With SaaS, cloud service providers host and manage the software applications and underlying infrastructure, and manage maintenance, such as software upgrades and security patches. Users connect to the application via the Internet, typically through a web browser on their phone, tablet or PC. Finally, serverless computing overlaps with PaaS by focusing on building application functionality without the time-consuming and ongoing management of servers and the infrastructure required to do so. As you can see, cloud computing offers multiple functionalities to individuals and especially to companies, whether it is to create native cloud applications, store, back up and retrieve data, distribute content or software on demand, test and generate applications, analyze data or incorporate intelligent models to interact with customers. MarketScreener experts have identified for you the main cloud computing players worldwide. This list is limited to 100 companies selected according to fundamental criteria and capitalization filters.
Our selection
Technology | Enterprise Software | 659B | +40.72% | ||
Technology | Other Software | 3,691B | +17.82% | ||
Technology | Phones & Smart Phones | 3,137B | -16.14% | ||
Technology | Enterprise Software | 361B | +11.57% | ||
Technology | Search Engines | 2,120B | -7.89% | ||
Technology | Other Communications & Networking | 130B | -6.46% | ||
Technology | Application Software | 50.4B | +2.13% | ||
Technology | Security Software | 136B | +12.11% | ||
Technology | Other IT Services & Consulting | 127B | +48.38% | ||
Technology | Other Software | 57.58B | -9.87% | ||
Technology | Cloud Computing Services | 66.83B | +79.06% | ||
Technology | Enterprise Software | 212B | -3.50% | ||
Technology | Other Internet Services | 583B | +19.33% | ||
Technology | Cloud Computing Services | 262B | -18.15% | ||
Technology | Other Software | 12.22B | +30.84% | ||
Technology | Other IT Services & Consulting | 79.16B | -13.24% | ||
Technology | Other Computer Hardware | 84.44B | +7.94% | ||
Technology | Search Engines | 31.04B | +7.08% | ||
Technology | System Software | 48.65B | +73.18% | ||
Technology | Other Software | 18.64B | +12.99% | ||
Technology | Other IT Services & Consulting | 74.57B | +44.74% | ||
Technology | Storage Devices | 18.66B | -7.08% | ||
Technology | Financial Technology (Fintech) (NEC) | 218B | +24.34% | ||
Technology | Enterprise Software | 8.76B | -1.50% | ||
Technology | Other Computer Hardware | 27.32B | -2.48% | ||
Technology | Application Software | 64.17B | -6.81% | ||
Technology | Other IT Services & Consulting | 10.04B | +25.38% | ||
Technology | Enterprise Software | 9.29B | -20.02% | ||
Technology | Application Software | 3.48B | -27.13% | ||
Technology | Other Software | 9.09B | -13.13% | ||
Technology | Other Software | 4.98B | -42.90% | ||
Technology | Server & Database Software | 17.07B | -10.27% | ||
- | - | 3.4B | - | ||
Technology | Application Software | 8.67B | -8.91% | ||
Technology | Enterprise Software | 7.75B | +6.60% | ||
Technology | Enterprise Software | 10.23B | -7.15% | ||
Technology | Enterprise Software | 3.96B | -35.15% | ||
Technology | Other IT Services & Consulting | 11.79B | -15.69% | ||
Technology | Other Software | 4.24B | -11.81% | ||
Technology | Cloud Computing Services | 2.68B | -13.53% | ||
Technology | Cloud Computing Services | 5.37B | +5.39% | ||
Technology | Enterprise Software | 15.75B | -13.33% | ||
Technology | System Software | 15.73B | +29.95% | ||
Technology | Other Software | 6.13B | -16.62% | ||
Technology | Enterprise Software | 5.84B | -6.81% | ||
Technology | Enterprise Software | 2.32B | -5.09% | ||
Technology | Other Software | 1.69B | +22.27% | ||
Technology | Enterprise Software | 13.11B | +14.15% | ||
Technology | Other IT Services & Consulting | 1.06B | -22.56% | ||
Technology | Enterprise Software | 601M | +111.02% | ||
Technology | Enterprise Software | 2.66B | -15.48% | ||
Technology | Enterprise Software | 5.3B | -24.10% | ||
Technology | Cloud Computing Services | 1.88B | +22.06% | ||
Technology | Other IT Services & Consulting | 2.92B | -19.72% | ||
Technology | Other Software | 7.69B | +14.51% | ||
Technology | Other Software | 1.23B | -31.03% | ||
Consumer Cyclical | Internet & Mail Order Department Stores | 47.14B | -5.68% | ||
Technology | Cloud Computing Services | 3.31B | +17.54% | ||
Technology | Other Software | 3.58B | -5.46% | ||
Technology | Storage Devices | 21.37B | -8.12% | ||
Technology | Network Equipment | 2.44B | +9.62% | ||
Technology | Application Software | 4.86B | +6.27% | ||
Technology | Other IT Services & Consulting | 2.19B | -26.52% | ||
Technology | Other Software | 3.53B | -16.62% | ||
Technology | Other Wireless Telecommunications Services | 63.98B | -2.30% | ||
Technology | Other Software | 23.42B | -5.13% | ||
Technology | Enterprise Software | 29.4B | -20.00% | ||
Technology | Application Software | 7.7B | -8.92% | ||
Technology | Other IT Services & Consulting | 17.07B | +23.77% | ||
Technology | E-commerce & Auction Services | 146B | +5.78% | ||
Technology | Other IT Services & Consulting | 37.83B | +30.69% | ||
Technology | Other IT Services & Consulting | 53.93B | -12.53% | ||
Technology | Other IT Services & Consulting | 16.87B | -5.34% | ||
Healthcare | Medical Software & Technology Services | 45.86B | +33.47% | ||
Technology | Application Software | 19.16B | +5.40% | ||
Technology | Other IT Services & Consulting | 264B | +32.11% | ||
Real Estate | Other Specialized REITs | 57.52B | -3.68% | ||
Technology | Other IT Services & Consulting | 144B | -17.41% | ||
Technology | Other IT Services & Consulting | 41.15B | +17.41% | ||
Technology | Other IT Services & Consulting | 36.21B | +43.04% | ||
Technology | Other Communications & Networking | 272B | +15.86% | ||
Technology | Application Software | 162B | -14.04% | ||
Consumer Cyclical | Internet & Mail Order Department Stores | 2,329B | -0.01% | ||
Technology | E-commerce & Auction Services | 245B | +27.36% | ||
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- Data is in the Cloud