Index Performance
-1.30%
TENNTM
+7.86%
SKYY
+7.95%
QTEC
Overview
Description
Based on the research by Jamin Ball (@jaminball) on his Clouded Judgement Substack where he analyzed cloud software companies that at one point in time were trading at >10x NTM revenue. This is an Index that tracks the 22 companies that hit >10x NTM revenue at some point, 33% ended up with a CAGR >20% from the time they hit 10x to today.
- TickerTENNTM
- Inception Date11/18/2022
- WeightingEqual
- # of holdings22
What's inside?
Holdings
All holdings as of March 27, 2024
CSV download
AppFolio, Inc. (APPF) | 4.96% | $5.39B | 31.48% | 57.34% | 9.90 |
Cloudflare, Inc. (NET) | 4.68% | $28.81B | 32.97% | 76.32% | 21.24 |
Bill Holdings, Inc. (BILL) | 4.65% | $7.11B | 22.50% | 77.05% | 6.62 |
Paycom Software, Inc. (PAYC) | 4.62% | $11.35B | 23.16% | 73.72% | 6.95 |
Paylocity Holding Corp. (PCTY) | 4.62% | $9.76B | 19.54% | 66.32% | 7.01 |
Five9, Inc. (FIVN) | 4.62% | $4.57B | 16.90% | 51.39% | 6.30 |
HubSpot, Inc. (HUBS) | 4.60% | $31.59B | 25.38% | 84.08% | 13.07 |
Veeva Systems, Inc. (VEEV) | 4.56% | $37.65B | 9.68% | 70.73% | 12.67 |
Autodesk, Inc. (ADSK) | 4.56% | $55.83B | 11.16% | 89.94% | 10.04 |
Datadog, Inc. (DDOG) | 4.55% | $37.79B | 27.06% | 80.70% | 19.19 |
Adobe, Inc. (ADBE) | 4.55% | $228.26B | 11.75% | 87.80% | 12.93 |
Smartsheet, Inc. (SMAR) | 4.54% | $5.28B | 24.96% | 80.55% | 5.71 |
CrowdStrike Holdings, Inc. (CRWD) | 4.53% | $73.92B | 36.33% | 75.17% | 22.46 |
ServiceNow, Inc. (NOW) | 4.53% | $155.60B | 23.82% | 78.59% | 15.90 |
Shopify, Inc. (SHOP) | 4.52% | $94.76B | 26.07% | 49.39% | 13.81 |
MongoDB, Inc. (MDB) | 4.48% | $26.10B | 31.07% | 74.15% | 16.49 |
Dynatrace, Inc. (DT) | 4.47% | $13.60B | 22.74% | 79.92% | 11.48 |
Zscaler, Inc. (ZS) | 4.43% | $28.99B | 35.45% | 77.55% | 17.87 |
Atlassian Corp. (TEAM) | 4.41% | $30.39B | 21.47% | 81.44% | 15.72 |
Qualys, Inc. (QLYS) | 4.41% | $6.11B | 13.03% | 80.55% | 12.66 |
Okta, Inc. (OKTA) | 4.39% | $16.80B | 21.80% | 74.33% | 5.58 |
BlackLine, Inc. (BL) | 4.30% | $3.91B | 12.82% | 73.73% | 8.02 |
Market data by FactSet