Index Performance
-0.56%
LENNY
+7.72%
SKYY
+10.41%
SPY
Overview
Description
The Land & Expand Leaders Index (LENNY) targets business-to-business (B2B) software as a service (SaaS) companies that have best-in-class go-to-market models as represented by annual Net Dollar Retention (or Net Revenue Rates) rates of 120% and higher.
Full methodology- TickerLENNY
- Inception Date06/01/2022
- WeightingCustom
- # of holdings28
What's inside?
Holdings
All holdings as of March 28, 2024
CSV download
Doximity, Inc. (DOCS) | 10.62% | N/A | $3.29B | 17.37% | 90.99% | 10.52 |
Snowflake, Inc. (SNOW) | 8.44% | N/A | $54.01B | 35.86% | 66.40% | 21.60 |
CrowdStrike Holdings, Inc. (CRWD) | 8.04% | N/A | $73.54B | 36.33% | 75.17% | 22.46 |
JFrog Ltd. (FROG) | 6.82% | N/A | $4.70B | 24.94% | 77.47% | 8.73 |
SentinelOne, Inc. (S) | 5.81% | N/A | $5.80B | 47.13% | 69.85% | 11.17 |
Datadog, Inc. (DDOG) | 5.48% | N/A | $37.81B | 27.06% | 80.70% | 19.19 |
CS Disco, Inc. (LAW) | 5.35% | N/A | $496.43M | 2.15% | 74.69% | 2.22 |
Toast, Inc. (TOST) | 5.21% | N/A | $10.89B | 41.52% | 21.35% | 2.24 |
Gitlab, Inc. (GTLB) | 5.03% | N/A | $6.29B | 36.66% | 89.77% | 17.21 |
nCino, Inc. (NCNO) | 4.82% | N/A | $4.27B | 16.71% | 54.34% | 7.37 |
HashiCorp, Inc. (HCP) | 4.53% | N/A | $3.41B | 22.54% | 81.36% | 5.10 |
Confluent, Inc. (CFLT) | 4.02% | N/A | $6.89B | 32.60% | 70.41% | 8.04 |
Bill Holdings, Inc. (BILL) | 2.73% | N/A | $7.22B | 22.50% | 77.05% | 6.62 |
Cloudflare, Inc. (NET) | 2.15% | N/A | $28.89B | 32.97% | 76.32% | 21.24 |
monday.com Ltd. (MNDY) | 1.93% | N/A | $11.05B | 40.59% | 88.95% | 11.00 |
UiPath, Inc. (PATH) | 1.81% | N/A | $10.96B | 23.57% | 84.81% | 8.52 |
Elastic NV (ESTC) | 1.79% | N/A | $10.10B | 19.45% | 74.19% | 9.74 |
Okta, Inc. (OKTA) | 1.74% | N/A | $16.75B | 21.80% | 74.33% | 5.58 |
Zscaler, Inc. (ZS) | 1.73% | N/A | $28.87B | 35.45% | 77.55% | 17.87 |
WalkMe Ltd. (WKME) | 1.43% | N/A | $790.65M | 8.96% | 83.64% | 2.65 |
MongoDB, Inc. (MDB) | 1.40% | N/A | $26.09B | 31.07% | 74.15% | 16.49 |
Twilio, Inc. (TWLO) | 1.38% | N/A | $11.13B | 8.56% | 47.25% | 2.67 |
PagerDuty, Inc. (PD) | 1.36% | N/A | $2.10B | 16.16% | 77.19% | 4.84 |
Amplitude, Inc. (AMPL) | 1.35% | N/A | $935.79M | 16.05% | 73.97% | 4.25 |
Braze, Inc. (BRZE) | 1.34% | N/A | $3.04B | 32.74% | 68.61% | 10.41 |
Smartsheet, Inc. (SMAR) | 1.30% | N/A | $5.29B | 24.96% | 80.55% | 5.71 |
Asana, Inc. (ASAN) | 1.21% | N/A | $2.16B | 19.24% | 90.20% | 5.51 |
Sprinklr, Inc. (CXM) | 1.17% | N/A | $1.86B | 18.47% | 75.50% | 4.03 |
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