Cloud computing stocks

The cloud computing industry includes companies offering services such as data centers, software as a service (SaaS) and networking hardware manufacturers.

SKYY  First Trust ISE Cloud Computing ETF

 (by market cap)                        
Company name Mkt Cap ($ billion)▼

• CRM Salesforce 130.042B
• NOW ServiceNow     46.933B
• WDAY Workday 38.452B
• SHOP Shopify 35.29B
• TEAM Atlassian Corporation 29.773B
• VEEV  Veeva Systems   22.136B
• SNAP  Snap  22.096B
• ZM   Zoom Video Communications  20.801B
• TWLO  Twilio   14.473B
• OKTA  Okta  11.623B;  provider of cloud-based identity management solutions
• CRWD  CrowdStrike  11.355B
• RNG RingCentral 10.276B
• DDOG  Datadog  9.353B
• TTD  The Trade Desk  8.311B
• COUP  Coupa Software  8.037B
• ZEN Zendesk 8B
• PFPT Proofpoint 6.95B; acquired by Thoma Bravo at $176.00/share or ~$12.3 bln. (April 2021)
• AYX  Alteryx  6.902B
• MDB  MongoDB  6.608B
• HUBS HubSpot 6.371B
• PLAN  Anaplan  6.184B
• RP RealPage 5.849B; acquired by Thoma Bravo for $88.75/share. (Dec 2020)
• MDSO Medidata Solutions 5.709B
• NET Cloudflare  5.351B
• DT  Dynatrace  5.315B
• AVLR  Avalara  5.127B
• NEWR  New Relic  3.587B
• LOGM LogMeIn 3.433B
• MDLA  Medallia  3.377B
• SMAR  Smartsheet 3.318B
• CSOD Cornerstone OnDemand 3.312B
• APPN  Appian   3B
• BOX  Box  2.359B
• RPD  Rapid7  2.184B
• EGHT  8x8, Inc.   2.119B
• EVBG  Everbridge  2.056B
• FSLY  Fastly  2.022B
• ZUO  Zuora  1.697B
• LVGO  Livongo Health   1.61B
• CRTO Criteo   1.205B
• HCAT  Health Catalyst  1.106B
• ---------------
• Constant Contact (CTCT) $1.3B; acquired by Endurance International (EIGI) for $1.1 billion in November 2015.  
• Demandware (DWRE) was acquired by Salesforce (CRM) for $2.8B  (2016)
• NetSuite (N) $4.6B  – a cloud-based provider of financial information and ERP - Enterprise Resource Planning suites of software. Acquired by Oracle (ORCL) for $109/share or $9.3 billion.  (7/28/16)
• LifeLock (LOCK) $1.0B;  acquired by Symantec (SYMC) for $2.3 billion. (Nov. 2016)
• Fleetmatics Group (FLTX) acquired by Verizon (VZ) for $2.4 billion.  (Nov. 2016)
• LinkedIn(LNKD)    $14.8B; acquired by Microsoft (MSFT) for $26.2 billion (June 2016)
• athenaHealth (ATHN) $5.2B; acquired by Elliott Management and Veritas (Nov. 2018)
• Ultimate Software Group (ULTI) – acquired by Hellman & Friedman Capital Partners for $11 billion. (Feb. 2019)

++CLOU cloud ETF

Large players:

• Google, Inc. (GOOG) – An exposure to cloud computing, a mega cap leader in search, online advertising and more 
• Cisco Systems (CSCO) – a global leader in networking and communication devices, and is best-known for its routers and switches.
• Oracle (ORCL) – Cloud services is a part of one of the three segments of this enterprise software company.
• F5 Networks (FFIV) – both software and hardware technology for application delivery networking.
• Citrix Systems (CTXS) – They acquired Cloud.com in July 2011, RingCube in August 2011, and ShareFile in October 2011.
• VMware, Inc. (VMW)
• Rackspace Hosting (RAX) – The launched Cloud Servers for Windows in summer 2010, and United Kingdom cloud service in January 2011.
• Amazon.com, Inc. (AMZN) – a prominent player in the cloud computing industry with its Amazon Web Services (AWS) 
• Microsoft  (MSFT) – The Microsoft Cloud includes Microsoft Azure, Windows Server, and Microsoft System Center.
• CenturyLink (CTL)  – Offers network and data systems management, Big Data analytics and IT consulting, and operates more than 55 data centers in North America, Europe and Asia. 

©Artremis/EAS (9/27/19)