TENNTM
Index Performance
-1.72%
TENNTM
-6.23%
EMCLOUD
-4.09%
NQG10
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 September 27, 2023
CSV download
| Qualys, Inc. (QLYS) | 4.90% | $5.560B | 13.81% | 80.48% | 8.69x |
| Dynatrace, Inc. (DT) | 4.76% | $13.371B | 24.55% | 79.54% | 11.95x |
| AppFolio, Inc. (APPF) | 4.75% | $3.625B | 25.22% | 56.03% | 11.27x |
| CrowdStrike Holdings, Inc. (CRWD) | 4.71% | $36.278B | 36.71% | 74.93% | 13.93x |
| Five9, Inc. (FIVN) | 4.66% | $4.572B | 17.69% | 52.12% | 7.12x |
| Atlassian Corp. (TEAM) | 4.65% | $29.070B | 23.59% | 81.68% | 11.93x |
| Veeva Systems, Inc. (VEEV) | 4.62% | $29.142B | 10.48% | 71.36% | 13.23x |
| Cloudflare, Inc. (NET) | 4.61% | $16.583B | 31.54% | 75.62% | 19.16x |
| Okta, Inc. (OKTA) | 4.58% | $12.482B | 23.06% | 73.20% | 5.80x |
| Paylocity Holding Corp. (PCTY) | 4.58% | $9.918B | 34.73% | 68.39% | 8.72x |
| Zscaler, Inc. (ZS) | 4.56% | $21.785B | 43.06% | 77.42% | 13.97x |
| Adobe, Inc. (ADBE) | 4.55% | $230.772B | 11.67% | 87.28% | 13.58x |
| Autodesk, Inc. (ADSK) | 4.54% | $43.108B | 8.32% | 89.61% | 9.00x |
| BlackLine, Inc. (BL) | 4.52% | $3.220B | 12.53% | 74.33% | 7.48x |
| HubSpot, Inc. (HUBS) | 4.52% | $23.419B | 25.46% | 83.50% | 13.23x |
| ServiceNow, Inc. (NOW) | 4.51% | $111.268B | 22.72% | 78.09% | 14.08x |
| Smartsheet, Inc. (SMAR) | 4.47% | $5.213B | 26.19% | 80.03% | 6.28x |
| Datadog, Inc. (DDOG) | 4.44% | $25.890B | 25.44% | 79.97% | 16.02x |
| Paycom Software, Inc. (PAYC) | 4.42% | $15.334B | 26.57% | 72.93% | 11.64x |
| Bill Holdings, Inc. (BILL) | 4.34% | $10.438B | 47.83% | 76.86% | 10.96x |
| MongoDB, Inc. (MDB) | 4.33% | $23.208B | 39.56% | 74.60% | 19.73x |
| Shopify, Inc. (SHOP) | 3.98% | $61.992B | 30.80% | 50.94% | 12.54x |
Market data by FactSet