15 Software Infrastructure Stocks Outperforming In 2025

10. Crowdstrike Holdings Inc. (NASDAQ:CRWD)

Crowdstrike Holdings Inc. engages in the provision of cybersecurity solutions. Its integrated system provides data, cloud workloads, cloud-delivered protection of endpoints, and identity. The company offers a range of services including IT operations management, data protection, securing generative AI workload, endpoint and cloud workload security, and other services. When Crowdstrike systems were involved in a global IT outage in mid-2024, the stock was at all-time highs. Few would have thought that 7 months on, the stock would regain the same levels. But here we are, with the stock up 21% for the year and trading at all-time highs.

The relatively quick recovery proves that Crowdstrike is still the go-to vendor in its niche. Its superior product quality and high switching cost in the industry mean retaining customers isn’t a big issue. The company’s Falcon platform, which is now powered by AI, is improving with each passing day as it analyzes over 2 trillion events on a daily basis. The quality of learning from processing these events means its models are likely going to stay superior going forward. This learning also helps in countering zero-day cyberattacks: attacks that are a result of unknown vulnerabilities in hardware or software.

Finally, a subscription-based business model with 95% of the revenues coming from predictable recurring subscriptions means the financials of the company, much like its AI models, get stronger with each passing day.