J
B2D Companies Index

BTWOD

$BTWOD

Index Performance

+15.40%
BTWOD
+12.59%
QQQ
+11.99%
SPY
+20.42%
PUREBTD

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
  • WeightingEqual
  • # of holdings22
What's inside?

Holdings

All holdings as of February 22, 2024
CSV download
ServiceNow, Inc. (NOW)37.22%$158.05B23.82%78.59%15.90
Datadog, Inc. (DDOG)9.35%$39.13B27.06%80.70%19.19
MongoDB, Inc. (MDB)7.67%$32.59B29.77%74.63%15.11
Atlassian Corp. (TEAM)7.52%$32.17B21.47%81.44%15.72
Cloudflare, Inc. (NET)6.95%$29.38B32.97%76.32%21.24
Splunk, Inc. (SPLK)6.19%$26.21B14.80%79.96%6.60
Dynatrace, Inc. (DT)3.56%$14.80B22.74%79.92%11.48
Okta, Inc. (OKTA)3.07%$13.16B21.40%75.17%4.78
Elastic NV (ESTC)3.00%$12.91B17.48%73.92%6.09
Unity Software, Inc. (U)2.78%$11.88B68.55%72.19%6.71
Twilio, Inc. (TWLO)2.42%$10.50B8.56%47.30%2.66
monday.com Ltd. (MNDY)2.34%$9.92B40.59%88.95%11.00
Gitlab, Inc. (GTLB)1.77%$7.55B32.47%89.92%10.71
Confluent, Inc. (CFLT)1.75%$7.49B32.60%70.41%8.04
JFrog Ltd. (FROG)1.08%$4.61B24.94%77.47%8.73
C3.ai, Inc. (AI)0.73%$3.04B17.34%56.14%7.51
Alteryx, Inc. (AYX)0.72%$3.09B13.40%86.49%4.05
HashiCorp, Inc. (HCP)0.60%$2.60B16.58%82.48%4.60
PagerDuty, Inc. (PD)0.50%$2.14B15.41%81.88%4.21
Fastly, Inc. (FSLY)0.45%$1.91B16.93%49.56%4.75
Couchbase, Inc. (BASE)0.31%$1.32B18.82%88.84%3.44
Appen Ltd. (APX)0.01%$62.57M-26.54%N/AN/A
Market data by FactSet