Watchlist / web-cloud

watchlist

Watchlist / web-cloud

current roster plus event stream

symbols 9 events 562 latest

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

Showing 120 of 562 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 +6.7%+4.6%+12.8%+25.3%+86.5%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +6.1%+3.5%+10.7%+22.2%+70.5%

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 62 · 89% above SMA200 · covered 9/9

contributors

DDOG+3.4pp+30.2%
FSLY+3.2pp+29.0%
NET+1.7pp+14.9%
ESTC+1.5pp+13.5%
SNOW+1.3pp+11.3%

detractors

AKAM-0.4pp-3.4%
DOCN+0.2pp+1.6%
MDB+0.9pp+7.7%
SKYY+1.2pp+10.6%

Holdings

NET $360.93 +14.9% 30d in trend FSLY $29.30 +29.0% 30d coming into play AKAM $106.95 -3.4% 30d retreating MDB $385.93 +7.7% 30d coming into play SNOW $368.89 +11.3% 30d in trend DDOG $293.26 +30.2% 30d in trend ESTC $98.23 +13.5% 30d in trend DOCN $134.82 +1.6% 30d coming into play SKYY $174.88 +10.6% 30d in trend
DDOG $293.26 +7.1% +30.2% +13.9% +78.7% 73 in trend -0.3%
FSLY $29.30 +15.9% +29.0% +49.6% +242.7% 64 coming into play -15.8%
NET $360.93 +5.6% +14.9% +34.5% +63.4% 62 in trend -2.5%
ESTC $98.23 +3.1% +13.5% +63.1% +20.4% 67 in trend -9.1%
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%
MDB $385.93 +3.9% +7.7% +12.8% +16.4% 53 coming into play -18.4%
DOCN $134.82 +8.8% +1.6% +3.3% +241.0% 53 coming into play -28.1%
AKAM $106.95 +6.0% -3.4% -15.3% +41.7% 48 retreating -35.4%

Feed generated 2026-10-10.