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Software - Infrastructure

Gen Digital Inc. (GEN): Margin expansion driven by leaner operating cost structure

Gen Digital Inc. (GEN): Margin expansion driven by leaner operating cost structure

VeriSign, Inc. (VRSN): High cash generation with stable margin structure

VeriSign, Inc. (VRSN): High cash generation with stable margin structure

Fortinet, Inc. (FTNT): Rising cash generation with expanding infrastructure investment focus

Fortinet, Inc. (FTNT): Rising cash generation with expanding infrastructure investment focus

Corpay, Inc. (CPAY): Acquisition-driven expansion with shifting cash and leverage posture

Corpay, Inc. (CPAY): Acquisition-driven expansion with shifting cash and leverage posture

Palantir Technologies Inc. (PLTR): Expanding cash generation with improving margin structure

Palantir Technologies Inc. (PLTR): Expanding cash generation with improving margin structure

Palantir Technologies Inc. (PLTR): Expanding cash generation with improving margin structure

Palantir Technologies Inc. (PLTR): Expanding cash generation with improving margin structure

Microsoft Corporation (MSFT): Scale expansion with rising operating and cash efficiency

Microsoft Corporation (MSFT): Scale expansion with rising operating and cash efficiency