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13 handpicked stocks

Open-Source Champions

These innovative companies turn free open-source software into thriving businesses. Carefully selected by our analysts, these stocks represent firms that have built powerful commercial models around community-developed technologies while serving as gateways to global innovation.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Summary and investor takeaways for the Open-Source Champions basket based on provided market capitalisation data.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility, broader market-like returns and reduced company-specific risk.
  • Best used as a core, long-term portfolio holding rather than a short-term, speculative trade.
  • Likely to deliver steady, long-term capital appreciation; not typically a source of rapid, short-term gains.
Total Market Cap
  • MDB: $26.50B

  • ESTC: $9.21B

  • GTLB: $8.25B

  • Other

About This Group of Stocks

1

Our Expert Thinking

These companies have mastered the art of monetizing free software by providing crucial enterprise services. They leverage established user communities to create profitable businesses around technologies that were built collaboratively. This unique position gives them lower customer acquisition costs and strong technical advantages.

2

What You Need to Know

These stocks offer exposure to the high-growth enterprise software sector. Their business model involves selling premium features, support, and managed cloud services for widely-used open-source tools. They're particularly well-positioned as companies increasingly rely on cloud infrastructure and developer tools.

3

Why These Stocks

We've selected industry leaders who've built their core commercial offerings directly on specific open-source projects. These companies focus on critical areas like data infrastructure, DevOps, and cloud computing. They benefit from the ongoing shift to cloud-native systems that drives demand for their solutions.

Why You'll Want to Watch These Stocks

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Cloud Migration Catalyst

As companies shift to cloud-based systems, they're increasingly turning to these firms for secure, reliable versions of open-source tools. This ongoing transition is fueling significant growth opportunities.

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Brilliant Business Model

These companies enjoy a unique advantage - their core products are developed by global communities for free, allowing them to focus on monetization rather than building from scratch.

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Enterprise Tech Leaders

From databases to DevOps tools, these companies power critical infrastructure for major corporations worldwide. Their technologies have become essential building blocks for modern business.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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