TENNTM
Index Performance
-7.52%
TENNTM
+1.69%
SKYY
+1.46%
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 May 6, 2024
CSV download
| AppFolio, Inc. (APPF) | 5.23% | $5.52B | 37.71% | 62.73% | 13.17 |
| Datadog, Inc. (DDOG) | 4.94% | $39.12B | 27.06% | 80.70% | 19.19 |
| Smartsheet, Inc. (SMAR) | 4.90% | $5.40B | 24.96% | 80.55% | 5.71 |
| Dynatrace, Inc. (DT) | 4.85% | $13.97B | 22.74% | 79.92% | 11.48 |
| MongoDB, Inc. (MDB) | 4.82% | $26.63B | 31.07% | 74.15% | 16.49 |
| Paylocity Holding Corp. (PCTY) | 4.81% | $9.65B | 18.07% | 70.40% | 6.92 |
| HubSpot, Inc. (HUBS) | 4.81% | $31.42B | 25.38% | 84.08% | 13.07 |
| Qualys, Inc. (QLYS) | 4.79% | $6.29B | 13.03% | 80.55% | 12.66 |
| CrowdStrike Holdings, Inc. (CRWD) | 4.72% | $72.90B | 36.33% | 75.17% | 22.46 |
| Shopify, Inc. (SHOP) | 4.70% | $93.32B | 26.07% | 49.39% | 13.81 |
| Adobe, Inc. (ADBE) | 4.69% | $221.13B | 11.75% | 87.80% | 12.93 |
| ServiceNow, Inc. (NOW) | 4.57% | $148.94B | 24.19% | 80.02% | 16.43 |
| Okta, Inc. (OKTA) | 4.38% | $15.89B | 21.80% | 74.33% | 5.58 |
| Atlassian Corp. (TEAM) | 4.38% | $28.95B | 29.90% | 81.72% | 12.05 |
| Five9, Inc. (FIVN) | 4.35% | $4.11B | 13.08% | 52.59% | 4.99 |
| BlackLine, Inc. (BL) | 4.33% | $3.73B | 12.82% | 73.73% | 8.02 |
| Paycom Software, Inc. (PAYC) | 4.32% | $10.14B | 10.68% | 77.69% | 6.25 |
| Zscaler, Inc. (ZS) | 4.30% | $26.70B | 35.45% | 77.55% | 17.87 |
| Veeva Systems, Inc. (VEEV) | 4.19% | $32.83B | 9.68% | 70.73% | 12.67 |
| Bill Holdings, Inc. (BILL) | 4.12% | $6.03B | 18.52% | 78.37% | 5.56 |
| Autodesk, Inc. (ADSK) | 3.99% | $46.69B | 11.16% | 89.94% | 10.04 |
| Cloudflare, Inc. (NET) | 3.80% | $22.37B | 30.47% | 77.54% | 23.46 |
Market data by FactSet