Watchlist / cloud-saas

watchlist

Watchlist / cloud-saas

current roster plus event stream

symbols 16 events 491 latest

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

Showing 120 of 491 events.

Cumulative return since Jul 16 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort -2.6%-1.1%+17.4%+29.8%+15.2%
SPY -0.5%-0.1%+4.0%+4.9%+21.4%
Δ -2.2%-1.0%+13.4%+24.9%-6.2%

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

30D breadth 13/16 up

trend: 15 up · 0 flat · 1 down · avg RSI 61 · 69% above SMA200 · covered 16/16

contributors

TEAM+4.4pp+69.7%
MDB+2.5pp+40.5%
WDAY+2.0pp+32.0%
ZS+1.4pp+23.0%
SNOW+1.4pp+22.8%

detractors

DDOG-0.3pp-4.4%
OKTA-0.3pp-4.1%
HUBS-0.3pp-4.0%
CRWD+0.3pp+5.3%
ADBE+0.4pp+7.1%

Holdings

CRM $190.97 +11.8% 30d retreating NOW $117.70 +14.0% 30d coming into play ADBE $254.04 +7.1% 30d retreating INTU $335.60 +15.3% 30d retreating DDOG $247.32 -4.4% 30d coming into play CRWD $213.90 +5.3% 30d in trend ZS $184.44 +23.0% 30d retreating SNOW $330.11 +22.8% 30d in trend MDB $438.70 +40.5% 30d in trend WDAY $191.18 +32.0% 30d coming into play TEAM $158.34 +69.7% 30d in trend HUBS $215.17 -4.0% 30d retreating OKTA $143.24 -4.1% 30d in trend WCLD $39.77 +14.3% 30d in trend CLOU $27.88 +15.5% 30d in trend SKYY $162.24 +19.2% 30d in trend
TEAM $158.34 -2.4% +69.7% +77.0% -7.3% 75 in trend -13.9%
MDB $438.70 -4.7% +40.5% +32.9% +100.3% 67 in trend -7.3%
WDAY $191.18 -3.8% +32.0% +48.3% -13.6% 64 coming into play -23.5%
ZS $184.44 +0.5% +23.0% +5.6% -32.3% 71 retreating -45.3%
SNOW $330.11 +0.4% +22.8% +101.0% +67.7% 73 in trend -3.5%
SKYY $162.24 -1.9% +19.2% +25.5% +32.8% 68 in trend -4.0%
CLOU $27.88 -1.9% +15.5% +23.0% +23.9% 65 in trend -4.7%
INTU $335.60 -2.9% +15.3% -16.4% -48.8% 58 retreating -53.0%
WCLD $39.77 -2.5% +14.3% +34.9% +14.1% 63 in trend -5.5%
NOW $117.70 -5.1% +14.0% +13.8% -33.6% 54 coming into play -39.6%
CRM $190.97 -2.7% +11.8% +6.7% -22.4% 56 retreating -28.7%
ADBE $254.04 -3.8% +7.1% -0.6% -29.8% 53 retreating -31.5%
CRWD $213.90 -1.4% +5.3% +38.3% +103.4% 59 in trend -6.0%
HUBS $215.17 -4.0% -4.0% +3.2% -54.6% 49 retreating -59.1%
OKTA $143.24 -2.8% -4.1% +64.6% +55.6% 51 in trend -8.8%
DDOG $247.32 -3.2% -4.4% +18.4% +88.5% 48 coming into play -15.5%

Feed generated 2026-08-18.