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

Technology
Other Software
3,61200Cr +16.07%
Technology
Other Communications & Networking
27TCr +14.49%
Technology
Other IT Services & Consulting
26TCr +32.53%
Technology
Security Software
14TCr +12.31%
Technology
Other IT Services & Consulting
12TCr +42.71%
Technology
Other Computer Hardware
8.01TCr +3.97%
Technology
Application Software
4.47TCr -8.20%
Technology
Cloud Computing Services
6.37TCr +72.83%
Technology
Other IT Services & Consulting
7.13TCr +43.21%
Technology
System Software
4.83TCr +73.33%
Technology
Storage Devices
1.74TCr -12.14%
Real Estate
Other Specialized REITs
5.97TCr +0.28%
Technology
Enterprise Software
578.06Cr -6.85%
Technology
Application Software
1.92TCr +15.22%
Technology
Other Software
456.31Cr -46.85%
Technology
Other Software
1.8TCr +11.26%
Technology
Other IT Services & Consulting
3.84TCr +31.55%
Technology
Other Software
408.91Cr -14.12%
Technology
Other Software
867.13Cr -15.96%
Technology
Other Communications & Networking
1.21TCr -2.80%
Technology
Enterprise Software
518.96Cr -25.54%
Technology
Network Equipment
229.05Cr +4.27%
Technology
Other Software
351.3Cr -7.26%
Technology
Server & Database Software
1.66TCr -10.66%
Technology
Cloud Computing Services
509.95Cr +0.98%
Technology
Enterprise Software
823.36Cr -7.45%
Technology
Application Software
808.45Cr -3.94%
Technology
Storage Devices
2.09TCr -9.73%
Technology
Cloud Computing Services
253.89Cr -16.26%
Technology
Other Software
116.99Cr -32.56%
Technology
Other Software
579.34Cr -19.86%
Technology
Other Software
154.58Cr +14.60%
Technology
System Software
1.47TCr +26.35%
- - 305.67Cr -
Technology
Enterprise Software
238.78Cr -22.51%
Technology
Cloud Computing Services
245.05Cr +35.36%
Technology
Application Software
308.04Cr -34.04%
Technology
Other IT Services & Consulting
204.11Cr -30.53%
Technology
Other IT Services & Consulting
98Cr -26.48%
Technology
Enterprise Software
981.99Cr -10.33%
Technology
Enterprise Software
369.35Cr -38.78%
Technology
Enterprise Software
208.51Cr -13.28%
Technology
Enterprise Software
712.15Cr -1.36%
Technology
Other IT Services & Consulting
1.72TCr -1.71%
Technology
Application Software
791.75Cr -14.61%
Technology
Other Software
2.34TCr -4.24%
Technology
Application Software
498.01Cr +9.57%
Technology
Enterprise Software
913.88Cr -20.18%
Technology
Other IT Services & Consulting
265.99Cr -25.48%
Technology
Cloud Computing Services
320.12Cr +19.35%
Technology
Other IT Services & Consulting
909.72Cr +14.74%
Technology
Enterprise Software
1.49TCr -15.95%
Technology
Other IT Services & Consulting
3.64TCr +48.80%
Technology
Cloud Computing Services
25TCr -20.06%
Technology
Other Software
968.57Cr +6.14%
Technology
Other Wireless Telecommunications Services
6.31TCr -3.81%
Technology
Other Software
759.66Cr +15.87%
Healthcare
Medical Software & Technology Services
4.58TCr +34.32%
Technology
Enterprise Software
1.31TCr +14.65%
Technology
Other IT Services & Consulting
4.06TCr +20.45%
Technology
Financial Technology (Fintech) (NEC)
21TCr +22.59%
Technology
Other IT Services & Consulting
7.58TCr -15.87%
Technology
Other Software
5.06TCr -18.97%
Technology
Application Software
6.31TCr -7.19%
Technology
Other Communications & Networking
12TCr -15.15%
Technology
Enterprise Software
20TCr -6.51%
Technology
Application Software
16TCr -13.79%
Technology
E-commerce & Auction Services
27TCr +34.54%
Technology
Enterprise Software
34TCr +7.81%
Consumer Cyclical
Internet & Mail Order Department Stores
2,21300Cr -3.53%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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