Investment Themes

Data is in the Cloud

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Investment Themes

Today, more than ever, businesses must operate and compete at unprecedented speed and scale as industries continue to evolve. This means innovating faster, creating new revenue streams, getting more out of data, and interacting differently with customers, partners and employees. All of these changes are fundamental, interconnected, and require a catalyst to drive them: cloud computing.

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

Consumer Cyclical
Internet & Mail Order Department Stores
2,833B +13.78%
Technology
Other IT Services & Consulting
93.99B -21.48%
Technology
Enterprise Software
155B -2.38%
Technology
Other IT Services & Consulting
228B -18.33%
Technology
Financial Technology (Fintech) (NEC)
89.6B -49.38%
Technology
Application Software
99.92B -26.65%
Technology
Enterprise Software
261B -3.24%
Technology
Other IT Services & Consulting
48.34B -27.89%
Technology
Other IT Services & Consulting
39.43B -13.28%
Technology
Application Software
49.16B -5.03%
Technology
Cloud Computing Services
200B -8.49%
Healthcare
Medical Software & Technology Services
51.6B +42.75%
Technology
Other IT Services & Consulting
16.64B +15.13%
Technology
Other IT Services & Consulting
19.01B -28.28%
Technology
Other Software
55.97B +36.37%
Technology
Enterprise Software
15B +17.37%
Technology
Other Wireless Telecommunications Services
70.81B +7.44%
Technology
Other IT Services & Consulting
48.17B +2.43%
Technology
Enterprise Software
7.92B -3.85%
Technology
Enterprise Software
11.62B +64.61%
Technology
Other IT Services & Consulting
44.86B +1.39%
Technology
Enterprise Software
12.5B -37.51%
Technology
Enterprise Software
9.02B +11.51%
Technology
Application Software
5.73B +39.59%
Technology
Enterprise Software
4.11B -8.59%
Technology
Cloud Computing Services
2.96B +135.94%
Technology
System Software
4.26B -31.65%
Technology
Enterprise Software
6.41B -18.66%
Technology
Enterprise Software
4.31B -8.10%
Technology
Other IT Services & Consulting
3.03B -47.70%
Technology
Other IT Services & Consulting
2.34B -0.14%
Technology
Enterprise Software
3.19B +25.66%
Technology
Enterprise Software
6.82B +182.62%
Technology
Application Software
7.91B +30.79%
- - 2.28B -
Technology
Other IT Services & Consulting
3.02B +6.60%
Technology
Enterprise Software
3.17B -1.28%
Technology
Other Software
4.19B -9.99%
Technology
Enterprise Software
10.04B +26.76%
Technology
Other Software
1.82B -43.52%
Technology
Other Software
760M +11.27%
Consumer Cyclical
Internet & Mail Order Department Stores
35.97B -6.76%
Technology
Application Software
2.46B -21.66%
Technology
Other Software
1.96B +35.58%
Technology
Other Software
6.46B +24.32%
Technology
Application Software
7.33B -43.50%
Technology
Cloud Computing Services
2.64B -14.99%
Technology
Other Software
28.44B +12.94%
Technology
Network Equipment
2.9B +33.45%
Technology
Other IT Services & Consulting
691M +179.12%
Technology
Security Software
4.29B +65.66%
Technology
Other Software
8.42B +64.86%
Technology
Cloud Computing Services
6.59B +43.32%
Technology
Security Software
7.66B +46.67%
Technology
Other IT Services & Consulting
3.52B +116.80%
Real Estate
Other Specialized REITs
65.04B +13.32%
Technology
Search Engines
27.51B -38.39%
Technology
Other IT Services & Consulting
12.88B +2.73%
Technology
System Software
34.98B -4.63%
Technology
Other Software
17.67B -9.08%
Technology
Server & Database Software
29.5B -12.75%
Technology
Cloud Computing Services
11.7B +106.73%
Technology
Other Software
39.73B +81.87%
Technology
E-commerce & Auction Services
223B +7.77%
Technology
E-commerce & Auction Services
270B -25.90%
Technology
Other IT Services & Consulting
33.92B +124.38%
Technology
Storage Devices
41.24B +96.07%
Technology
Other Internet Services
471B -33.99%
Technology
Other Software
92.08B +88.57%
Technology
Storage Devices
42.16B +88.81%
Technology
Other IT Services & Consulting
113B +45.70%
Technology
Other Computer Hardware
74.46B +133.51%
Technology
Cloud Computing Services
104B +47.95%
Technology
Phones & Smart Phones
4,955B +24.88%
Technology
Other Communications & Networking
421B +38.53%
Technology
Security Software
233B +94.02%
Technology
Other Communications & Networking
229B +38.28%
Technology
Enterprise Software
398B -32.72%
Technology
Security Software
278B +84.73%
Technology
Other Software
3,949B +9.98%
Technology
Other Computer Hardware
293B +266.67%
Technology
Search Engines
4,140B +8.71%

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  1. Stock Market
  2. Investment Themes
  3. Data is in the Cloud