J
B2D Companies Index

BTWOD

$BTWOD

Index Performance

+3.49%
BTWOD
-2.47%
SP500
-2.55%
XCMP

Overview

Description

It is a market cap-weighted share price index. The starting time is Jan 2018 so as to not further limit our sample size. As benchmarks, we chose i) the S&P 500 (for a comparison to a general broad market index), ii) the NASDAQ Composite (as a general broad tech market index), as well as iii) a well-known Cloud index from a fellow VC firm

  • TickerBTWOD
  • Inception Date08/02/2023
  • WeightingMarket Cap
  • # of holdings25
What's inside?

Holdings

All holdings as of September 29, 2023
CSV download
ServiceNow, Inc. (NOW)27.75%$114.196B22.72%78.09%14.08x
VMware, Inc. (VMW)17.29%$71.884B2.16%80.78%5.39x
Atlassian Corp. (TEAM)7.53%$30.606B23.59%81.68%11.93x
Datadog, Inc. (DDOG)6.71%$27.242B25.44%79.97%16.02x
MongoDB, Inc. (MDB)5.95%$24.675B39.56%74.60%19.73x
Splunk, Inc. (SPLK)5.92%$24.646B14.00%76.25%5.11x
Cloudflare, Inc. (NET)4.60%$18.444B31.54%75.62%19.16x
Dynatrace, Inc. (DT)3.32%$13.705B24.55%79.54%11.95x
Okta, Inc. (OKTA)3.11%$12.777B23.06%73.20%5.80x
Unity Software, Inc. (U)2.82%$12.037B79.60%70.23%9.94x
Twilio, Inc. (TWLO)2.61%$10.601B10.01%46.97%2.27x
Elastic NV (ESTC)1.92%$7.996B17.46%73.21%5.52x
monday.com Ltd. (MNDY)1.82%$7.601B42.00%88.89%11.74x
Confluent, Inc. (CFLT)1.56%$6.275B35.78%69.48%14.30x
New Relic, Inc. (NEWR)1.44%$6.081B12.09%78.00%4.38x
Gitlab, Inc. (GTLB)1.15%$4.707B38.14%89.50%13.31x
C3.ai, Inc. (AI)0.72%$2.927B10.80%56.04%15.02x
JFrog Ltd. (FROG)0.65%$2.632B24.13%77.55%7.67x
SUSE SA (SUSE)0.62%$2.320B-2.68%70.89%3.56x
Fastly, Inc. (FSLY)0.62%$2.477B19.81%49.27%4.68x
HashiCorp, Inc. (HCP)0.60%$2.497B25.81%79.52%8.25x
Alteryx, Inc. (AYX)0.58%$2.381B4.08%82.45%4.21x
PagerDuty, Inc. (PD)0.50%$2.099B19.24%81.57%5.41x
Couchbase, Inc. (BASE)0.19%$0.808B8.41%86.30%3.77x
Appen Ltd. (APX)0.03%$0.126B-6.02%1.80%0.51x
Market data by FactSet