J
B2D Companies Index

BTWOD

Index Performance

+30.24%
BTWOD
+11.74%
QQQ
+9.67%
SPY
Sep 3, 2024Sep 11, 2024Sep 19, 2024Sep 27, 2024Oct 7, 2024Oct 15, 2024Oct 23, 2024Oct 31, 2024Nov 8, 2024Nov 18, 2024Dec 2, 2024-10%0%10%20%30%40%

Overview

Description

It is a market cap-weighted share price index. The starting time is Jan 2018 so as to not further limit our sample size. As benchmarks, we chose i) the S&P 500 (for a comparison to a general broad market index), ii) the NASDAQ Composite (as a general broad tech market index), as well as iii) a well-known Cloud index from a fellow VC firm

  • TickerBTWOD
  • Inception Date08/02/2023
  • WeightingMarket Cap
  • # of holdings20
What's inside?
Sectors
  • Technology Services
    100.00%

Holdings

All holdings as of December 2, 2024
CSV download
ServiceNow, Inc. (NOW)44.65%$215.98B22.25%79.12%17.53
Datadog, Inc. (DDOG)10.09%$51.94B26.02%80.01%15.35
Atlassian Corp. (TEAM)8.97%$69.51B21.48%81.36%8.84
Cloudflare, Inc. (NET)6.76%$36.05B28.15%77.69%17.38
MongoDB, Inc. (MDB)5.16%$24.02B12.82%73.15%9.63
Dynatrace, Inc. (DT)3.60%$16.82B18.89%80.25%9.72
Twilio, Inc. (TWLO)3.53%$16.12B9.67%50.00%2.03
monday.com Ltd. (MNDY)2.83%$13.70B32.67%89.65%13.93
Okta, Inc. (OKTA)2.74%$13.73B16.19%76.01%6.22
Elastic NV (ESTC)2.45%$11.72B17.63%74.50%5.58
Unity Software, Inc. (U)1.98%$9.77B-17.95%74.92%5.20
Gitlab, Inc. (GTLB)1.82%$10.11B30.81%88.30%11.25
Confluent, Inc. (CFLT)1.62%$10.17B24.99%74.66%6.40
HashiCorp, Inc. (HCP)1.11%$6.82B15.28%81.71%8.77
C3.ai, Inc. (AI)0.96%$4.60B20.52%59.81%7.95
JFrog Ltd. (FROG)0.71%$3.44B23.04%73.82%6.75
PagerDuty, Inc. (PD)0.43%$1.95B9.41%82.96%3.47
Fastly, Inc. (FSLY)0.29%$1.38B7.35%50.97%2.14
Couchbase, Inc. (BASE)0.23%$1.05B19.59%87.47%4.14
Appen Ltd. (APX)0.07%$399.88M-26.54%-8.46%0.15
Market data by FactSet

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