Index Performance
+12.06%
TENNTM
+16.39%
SKYY
+3.51%
QTEC
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 November 1, 2024
CSV download
Atlassian Corp. (TEAM) | 5.91% | $36.25B | 21.48% | 81.36% | 8.84 |
Paycom Software, Inc. (PAYC) | 5.32% | $12.15B | 11.23% | 72.31% | 4.98 |
Paylocity Holding Corp. (PCTY) | 5.07% | $10.69B | 14.29% | 67.60% | 6.13 |
Five9, Inc. (FIVN) | 4.79% | $2.31B | 13.10% | 45.06% | 3.48 |
Smartsheet, Inc. (SMAR) | 4.70% | $7.84B | 17.33% | 81.96% | 5.86 |
Datadog, Inc. (DDOG) | 4.62% | $38.35B | 26.66% | 80.83% | 18.49 |
Bill Holdings, Inc. (BILL) | 4.61% | $6.03B | 21.89% | 77.29% | 3.73 |
HubSpot, Inc. (HUBS) | 4.61% | $29.02B | 20.43% | 85.01% | 12.16 |
Autodesk, Inc. (ADSK) | 4.61% | $61.61B | 12.95% | 89.80% | 9.43 |
BlackLine, Inc. (BL) | 4.59% | $3.45B | 11.02% | 74.86% | 5.86 |
Cloudflare, Inc. (NET) | 4.56% | $26.59B | 29.99% | 77.80% | 18.88 |
Zscaler, Inc. (ZS) | 4.54% | $27.84B | 34.07% | 77.87% | 11.84 |
Dynatrace, Inc. (DT) | 4.52% | $16.11B | 19.93% | 80.08% | 8.37 |
CrowdStrike Holdings, Inc. (CRWD) | 4.34% | $70.54B | 31.74% | 75.27% | 15.66 |
ServiceNow, Inc. (NOW) | 4.32% | $194.34B | 22.25% | 79.12% | 17.53 |
Shopify, Inc. (SHOP) | 4.31% | $95.97B | 20.72% | 51.10% | 10.56 |
Veeva Systems, Inc. (VEEV) | 4.26% | $34.46B | 14.56% | 74.80% | 10.40 |
MongoDB, Inc. (MDB) | 4.20% | $20.08B | 12.82% | 73.15% | 9.63 |
Qualys, Inc. (QLYS) | 4.16% | $4.43B | 9.50% | 82.29% | 8.61 |
Okta, Inc. (OKTA) | 4.15% | $11.89B | 16.19% | 76.01% | 6.22 |
Adobe, Inc. (ADBE) | 3.97% | $212.53B | 10.71% | 88.96% | 12.21 |
AppFolio, Inc. (APPF) | 3.83% | $4.81B | 24.36% | 63.08% | 10.97 |
Market data by FactSet