COATTHR
Index Performance
-2.62%
COATTHR
-5.59%
EMCLOUD
Overview
Description
Based on Coatue Management's Rule of 200 Methodology and developed by Michael Gilroy, Chase Packard, and Leslie Wang from Coatue's FinTech Practice, the $COATTHR Index tracks the performance of those mature fintech companies that score lowest in combined 12 Month retention, revenue growth, gross margin, and operating margin. $COATTHR is a equal-weighted Index and overweights businesses with industry-lagging retention, gross margin, EBIT, & growth. This is an inverse index, as the value goes up as the performance of the components go down.
- TickerCOATTHR
- Inception Date11/11/2022
- WeightingEqual
- # of holdings11
What's inside?
Holdings
All holdings as of September 29, 2023
CSV download
| Blend Labs, Inc. (BLND) | 11.12% | $0.323B | -34.67% | 54.87% | 1.35x |
| Alkami Technology, Inc. (ALKT) | 9.89% | $1.717B | 30.15% | 53.40% | 6.19x |
| Dave, Inc. (DAVE) | 9.53% | $0.065B | 33.69% | 49.11% | 0.28x |
| Q2 Holdings, Inc. (QTWO) | 9.31% | $1.886B | 10.14% | 44.38% | 3.45x |
| Automatic Data Processing, Inc. (ADP) | 9.24% | $99.112B | 8.48% | 48.88% | 5.14x |
| Remitly Global, Inc. (RELY) | 9.14% | $4.570B | 48.82% | 55.02% | 4.00x |
| Toast, Inc. (TOST) | 8.77% | $7.695B | 44.89% | 21.27% | 3.31x |
| Lemonade, Inc. (LMND) | 8.50% | $0.810B | 152.46% | N/A | 4.11x |
| Lightspeed Commerce, Inc. (LSPD) | 8.31% | $2.159B | 26.48% | 28.56% | 2.35x |
| Affirm Holdings, Inc. (AFRM) | 8.22% | $5.098B | 22.43% | 84.02% | 5.50x |
| Hippo Holdings, Inc. (HIPO) | 7.98% | $0.189B | 66.20% | N/A | 2.63x |
Market data by FactSet