Data Infrastructure Software
Databases, data platforms and analytics infrastructure software.
Leadership as of 2026-10-27: Leading. Relative to SPY: 5 sessions +6.5pp, 21 sessions +16.7pp, 63 sessions +19.2pp. Participation 100%; 6 of 6 members eligible.
- 21-session excess +16.7pp ≥ +2.0
- 63-session excess +11.5pp (robust) ≥ +2.0
- 21-session excess without the strongest member +15.6pp > 0
- 100% of window members beat SPY over 21 sessions
Economic family: Software
Member companies
Related themes
- Collaboration Software: Leading — 21-session vs SPY +25.4pp, participation 100%
- Customer Engagement & Marketing: Leading — 21-session vs SPY +23.1pp, participation 92%
- Finance, Tax & Accounting Software: Leading — 21-session vs SPY +22.7pp, participation 100%
- Vertical Industry Software: Leading — 21-session vs SPY +18.1pp, participation 100%
- DevOps, Observability & IT Operations: Leading — 21-session vs SPY +16.1pp, participation 100%
- Cybersecurity: Leading — 21-session vs SPY +13.7pp, participation 85%
- Banking & Financial Software: Improving — 21-session vs SPY +11.5pp, participation 100%
- HR & Payroll Software: Improving — 21-session vs SPY +8.8pp, participation 83%