Watchlist / cloud-saas

watchlist

Watchlist / cloud-saas

current roster plus event stream

symbols 16 events 725 latest

Cloud/SaaS survivors - AI monetization plays. Profitable leaders + high-growth candidates.

Showing 120 of 725 events.

Cumulative return since Sep 8 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort +2.9%+6.0%+12.4%+37.3%+19.6%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +2.3%+4.8%+10.3%+34.2%+3.6%

equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.

30D breadth 12/16 up

trend: 11 up · 0 flat · 5 down · avg RSI 61 · 81% above SMA200 · covered 16/16

contributors

ZS+2.5pp+40.7%
OKTA+2.1pp+34.4%
CRWD+2.0pp+32.4%
DDOG+1.9pp+30.2%
TEAM+1.0pp+16.3%

detractors

CRM-0.4pp-6.2%
ADBE-0.3pp-4.9%
INTU-0.2pp-3.6%
HUBS-0.1pp-0.8%
WDAY+0.0pp+0.3%

Holdings

CRM $229.13 -6.2% 30d coming into play NOW $140.86 +7.4% 30d coming into play ADBE $242.27 -4.9% 30d retreating INTU $302.75 -3.6% 30d retreating DDOG $293.26 +30.2% 30d in trend CRWD $275.04 +32.4% 30d in trend ZS $233.73 +40.7% 30d coming into play SNOW $368.89 +11.3% 30d in trend MDB $385.93 +7.7% 30d coming into play WDAY $186.59 +0.3% 30d coming into play TEAM $206.79 +16.3% 30d in trend HUBS $228.30 -0.8% 30d retreating OKTA $232.13 +34.4% 30d in trend WCLD $43.74 +12.4% 30d in trend CLOU $30.11 +10.1% 30d in trend SKYY $174.88 +10.6% 30d in trend
ZS $233.73 +7.8% +40.7% +67.8% -25.9% 73 coming into play -30.6%
OKTA $232.13 +5.4% +34.4% +67.5% +147.9% 77 in trend -0.4%
CRWD $275.04 +4.6% +32.4% +46.9% +116.1% 65 in trend -4.2%
DDOG $293.26 +7.1% +30.2% +13.9% +78.7% 73 in trend -0.3%
TEAM $206.79 +1.6% +16.3% +132.7% +40.0% 66 in trend -0.3%
WCLD $43.74 +2.9% +12.4% +29.2% +22.6% 67 in trend +0.0%
SNOW $368.89 +7.4% +11.3% +41.1% +47.2% 69 in trend -4.1%
SKYY $174.88 +2.8% +10.6% +25.1% +27.2% 69 in trend +0.0%
CLOU $30.11 +3.9% +10.1% +26.7% +27.4% 66 in trend -0.1%
MDB $385.93 +3.9% +7.7% +12.8% +16.4% 53 coming into play -18.4%
NOW $140.86 +0.8% +7.4% +30.8% -23.3% 58 coming into play -27.0%
WDAY $186.59 -0.7% +0.3% +34.3% -21.7% 48 coming into play -24.6%
HUBS $228.30 -1.5% -0.8% +10.0% -49.6% 53 retreating -54.1%
INTU $302.75 -0.4% -3.6% +10.1% -53.1% 51 retreating -56.1%
ADBE $242.27 +0.5% -4.9% +8.3% -30.3% 47 retreating -33.4%
CRM $229.13 +0.6% -6.2% +40.3% -6.6% 48 coming into play -14.9%

Feed generated 2026-10-09.