TENNTM
Index Performance
-6.72%
TENNTM
+1.94%
SKYY
+1.05%
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 April 26, 2024
CSV download
| AppFolio, Inc. (APPF) | 5.11% | $5.28B | 37.71% | 62.73% | 13.17 |
| Datadog, Inc. (DDOG) | 5.09% | $40.21B | 27.06% | 80.70% | 19.19 |
| MongoDB, Inc. (MDB) | 5.03% | $27.95B | 31.07% | 74.15% | 16.49 |
| HubSpot, Inc. (HUBS) | 4.89% | $31.98B | 25.38% | 84.08% | 13.07 |
| Dynatrace, Inc. (DT) | 4.81% | $13.94B | 22.74% | 79.92% | 11.48 |
| Qualys, Inc. (QLYS) | 4.77% | $6.30B | 13.03% | 80.55% | 12.66 |
| Smartsheet, Inc. (SMAR) | 4.76% | $5.26B | 24.96% | 80.55% | 5.71 |
| Paycom Software, Inc. (PAYC) | 4.65% | $10.87B | 23.16% | 73.72% | 6.95 |
| Five9, Inc. (FIVN) | 4.59% | $4.32B | 16.90% | 51.39% | 6.30 |
| ServiceNow, Inc. (NOW) | 4.53% | $148.33B | 24.19% | 80.02% | 16.43 |
| Adobe, Inc. (ADBE) | 4.52% | $213.95B | 11.75% | 87.80% | 12.93 |
| Bill Holdings, Inc. (BILL) | 4.50% | $6.56B | 22.50% | 77.05% | 6.62 |
| CrowdStrike Holdings, Inc. (CRWD) | 4.49% | $69.75B | 36.33% | 75.17% | 22.46 |
| Cloudflare, Inc. (NET) | 4.48% | $26.26B | 32.97% | 76.32% | 21.24 |
| Paylocity Holding Corp. (PCTY) | 4.40% | $8.85B | 19.54% | 66.32% | 7.01 |
| BlackLine, Inc. (BL) | 4.32% | $3.74B | 12.82% | 73.73% | 8.02 |
| Shopify, Inc. (SHOP) | 4.31% | $86.26B | 26.07% | 49.39% | 13.81 |
| Atlassian Corp. (TEAM) | 4.30% | $28.24B | 29.90% | 81.74% | 12.05 |
| Zscaler, Inc. (ZS) | 4.25% | $26.53B | 35.45% | 77.55% | 17.87 |
| Veeva Systems, Inc. (VEEV) | 4.13% | $32.47B | 9.68% | 70.73% | 12.67 |
| Okta, Inc. (OKTA) | 4.06% | $14.78B | 21.80% | 74.33% | 5.58 |
| Autodesk, Inc. (ADSK) | 4.00% | $46.62B | 11.16% | 89.94% | 10.04 |
Market data by FactSet