J
B2D Companies Index

BTWOD

Index Performance

-10.24%
BTWOD
+10.88%
QQQ
+6.68%
SPY

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 holdings20
What's inside?

Holdings

All holdings as of June 17, 2024
CSV download
ServiceNow, Inc. (NOW)44.26%$148.73B24.19%80.02%16.41
Datadog, Inc. (DDOG)10.39%$36.14B26.89%81.95%18.68
Atlassian Corp. (TEAM)7.30%$24.95B29.90%81.72%12.05
Cloudflare, Inc. (NET)6.78%$23.39B30.47%77.54%23.46
MongoDB, Inc. (MDB)4.80%$16.65B22.34%72.17%14.62
Okta, Inc. (OKTA)4.16%$14.45B19.11%76.01%6.14
Dynatrace, Inc. (DT)3.93%$13.65B23.48%79.82%9.18
Elastic NV (ESTC)3.29%$11.43B18.55%73.79%8.00
monday.com Ltd. (MNDY)3.04%$11.09B33.69%89.19%13.49
Twilio, Inc. (TWLO)2.83%$9.16B4.02%50.69%2.01
Unity Software, Inc. (U)1.81%$6.43B-7.99%68.64%5.48
Confluent, Inc. (CFLT)1.80%$6.80B24.63%71.83%10.73
Gitlab, Inc. (GTLB)1.37%$5.76B33.35%88.90%11.71
HashiCorp, Inc. (HCP)1.10%$5.12B16.38%81.12%8.56
JFrog Ltd. (FROG)1.03%$3.65B25.67%79.09%11.27
C3.ai, Inc. (AI)0.99%$3.44B16.41%57.49%N/A
PagerDuty, Inc. (PD)0.60%$2.06B7.68%82.60%3.96
Fastly, Inc. (FSLY)0.27%$983.52M13.57%51.42%3.53
Couchbase, Inc. (BASE)0.24%$870.86M25.20%88.93%5.50
Appen Ltd. (APX)0.02%$70.58M-26.54%-8.46%0.15
Market data by FactSet

Similar indices