TENNTM
Index Performance
+16.64%
TENNTM
+16.81%
SKYY
+3.04%
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 January 21, 2025
CSV download
| Okta, Inc. (OKTA) | 4.87% | $15.32B | 13.87% | 76.39% | 4.33 |
| Cloudflare, Inc. (NET) | 4.83% | $41.13B | 28.15% | 77.69% | 17.38 |
| MongoDB, Inc. (MDB) | 4.77% | $19.20B | 22.28% | 74.40% | 9.87 |
| AppFolio, Inc. (APPF) | 4.70% | $9.46B | 24.36% | 63.08% | 10.97 |
| Zscaler, Inc. (ZS) | 4.65% | $29.43B | 26.42% | 77.34% | 11.36 |
| CrowdStrike Holdings, Inc. (CRWD) | 4.59% | $90.25B | 28.52% | 74.65% | 18.57 |
| HubSpot, Inc. (HUBS) | 4.59% | $37.48B | 20.12% | 85.17% | 10.51 |
| Paycom Software, Inc. (PAYC) | 4.58% | $11.69B | 11.23% | 72.31% | 4.98 |
| Bill Holdings, Inc. (BILL) | 4.58% | $9.36B | 17.53% | 78.34% | 3.73 |
| Smartsheet, Inc. (SMAR) | 4.58% | $7.91B | 16.65% | 81.27% | 6.77 |
| ServiceNow, Inc. (NOW) | 4.56% | $225.95B | 22.25% | 79.12% | 17.53 |
| Paylocity Holding Corp. (PCTY) | 4.55% | $11.00B | 14.29% | 67.60% | 6.13 |
| Autodesk, Inc. (ADSK) | 4.52% | $63.84B | 11.93% | 89.79% | 10.51 |
| Atlassian Corp. (TEAM) | 4.52% | $66.98B | 21.48% | 81.36% | 8.84 |
| Veeva Systems, Inc. (VEEV) | 4.52% | $36.21B | 13.41% | 75.06% | 11.09 |
| Qualys, Inc. (QLYS) | 4.51% | $5.11B | 9.14% | 81.32% | 7.46 |
| Adobe, Inc. (ADBE) | 4.43% | $189.95B | 11.14% | 88.26% | 10.69 |
| Shopify, Inc. (SHOP) | 4.43% | $136.51B | 26.14% | 51.71% | 12.26 |
| Dynatrace, Inc. (DT) | 4.42% | $15.89B | 18.89% | 80.25% | 9.72 |
| BlackLine, Inc. (BL) | 4.38% | $3.82B | 10.09% | 75.22% | 6.53 |
| Five9, Inc. (FIVN) | 4.21% | $2.97B | 14.81% | 52.81% | 2.42 |
| Datadog, Inc. (DDOG) | 4.20% | $47.02B | 26.02% | 80.01% | 15.35 |
Market data by FactSet