Watchlist / web-cloud

watchlist

Watchlist / web-cloud

current roster plus event stream

symbols 9 events 410 latest

Web/Cloud Infrastructure - Edge computing, CDN, databases, data platforms, observability

Showing 120 of 410 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 -1.8%+2.4%+20.0%+36.9%+113.8%
SPY -0.5%-0.1%+4.0%+4.9%+21.4%
Δ -1.4%+2.4%+16.1%+32.0%+92.4%

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

30D breadth 8/9 up

trend: 7 up · 0 flat · 2 down · avg RSI 63 · 100% above SMA200 · covered 9/9

contributors

MDB+4.5pp+40.5%
FSLY+4.5pp+40.1%
ESTC+3.9pp+35.5%
SNOW+2.5pp+22.8%
SKYY+2.1pp+19.2%

detractors

DDOG-0.5pp-4.4%
AKAM+0.3pp+2.3%
NET+1.2pp+10.6%
DOCN+1.5pp+13.8%

Holdings

NET $307.01 +10.6% 30d in trend FSLY $29.04 +40.1% 30d coming into play AKAM $122.97 +2.3% 30d coming into play MDB $438.70 +40.5% 30d in trend SNOW $330.11 +22.8% 30d in trend DDOG $247.32 -4.4% 30d coming into play ESTC $83.44 +35.5% 30d in trend DOCN $135.28 +13.8% 30d coming into play SKYY $162.24 +19.2% 30d in trend
MDB $438.70 -4.7% +40.5% +32.9% +100.3% 67 in trend -7.3%
FSLY $29.04 -3.0% +40.1% +73.8% +287.2% 69 coming into play -16.6%
ESTC $83.44 -3.7% +35.5% +54.8% +4.2% 76 in trend -13.2%
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%
DOCN $135.28 +4.1% +13.8% -8.2% +329.1% 54 coming into play -27.9%
NET $307.01 -2.8% +10.6% +52.2% +56.5% 60 in trend -7.6%
AKAM $122.97 -1.6% +2.3% -18.4% +58.4% 53 coming into play -25.7%
DDOG $247.32 -3.2% -4.4% +18.4% +88.5% 48 coming into play -15.5%

Feed generated 2026-08-18.