Tuesday, December 15, 2020

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)

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