E

Focused 40

FORT

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Index Performance

-18.98%
FORT
Dec 18, 2024Dec 27, 2024Jan 7, 2025Jan 16, 2025Jan 27, 2025Feb 4, 2025Feb 12, 2025Feb 21, 2025Mar 3, 2025Mar 13, 2025-20%-10%0%10%

Overview

Description

Index tracks a sub-set of SaaS vendors meeting a balanced rule of 40% threshold

  • TickerFORT
  • Inception Date01/27/2023
  • WeightingEqual
  • # of holdings23
What's inside?
Sectors
  • Technology Services
    61.67%
  • Electronic Technology
    25.47%
  • Commercial Services
    7.59%
  • Producer Manufacturing
    5.28%

Holdings

All holdings as of March 13, 2025
CSV download
ADTRAN Holdings, Inc. (ADTN)5.47%$692.39M-19.70%36.44%1.33
Enfusion, Inc. (ENFN)5.37%$1.43B15.51%67.82%6.58
SolarEdge Technologies, Inc. (SEDG)5.28%$885.26M-69.71%-92.88%0.91
Zscaler, Inc. (ZS)5.24%$29.33B23.41%77.09%N/A
CI&T, Inc. (Brazil) (CINT)5.23%$836.45M-1.77%31.91%2.09
Cloudflare, Inc. (NET)5.22%$39.23B28.76%77.32%21.78
Clearfield, Inc. (CLFD)4.91%$402.47M3.64%23.06%2.09
Palo Alto Networks, Inc. (PANW)4.90%$116.74B14.29%73.46%N/A
Clear Secure, Inc. (YOU)4.86%$3.41B25.57%60.07%4.41
CrowdStrike Holdings, Inc. (CRWD)4.77%$82.43B29.39%74.82%23.76
Unity Software, Inc. (U)4.73%$8.39B-17.10%74.31%5.50
Snowflake, Inc. (SNOW)4.69%$49.46B29.21%65.87%16.12
Shift4 Payments, Inc. (FOUR)4.26%$7.51B29.86%23.23%3.42
Enphase Energy, Inc. (ENPH)4.25%$7.68B-41.92%46.25%6.94
First Solar, Inc. (FSLR)3.83%$14.22B26.75%44.22%4.25
Wolfspeed, Inc. (WOLF)3.82%$794.97M-13.39%-20.78%7.87
DLocal Ltd. (DLO)3.77%$2.34B6.29%40.76%2.47
Datadog, Inc. (DDOG)3.50%$33.82B26.12%80.76%18.22
Credo Technology Group Holding Ltd. (CRDO)3.48%$7.63B154.44%63.65%N/A
International Money Express, Inc. (IMXI)3.33%$397.25M-0.20%10.33%1.29
MARA Holdings, Inc. (MARA)3.24%$4.21B69.38%-27.77%11.12
Impinj, Inc. (PI)3.18%$2.55B19.04%50.79%12.04
Bill Holdings, Inc. (BILL)2.66%$4.49B13.83%78.39%6.00
Market data by FactSet
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