Watchlist / cloud-saas

watchlist

Watchlist / cloud-saas

current roster plus event stream

symbols 17 events 764 latest

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

Showing 120 of 764 events.

Cumulative return since Sep 21 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort +0.5%+2.1%+7.3%+49.6%+16.8%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ +1.7%+3.1%+8.5%+46.1%+2.4%

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

30D breadth 13/17 up

trend: 15 up · 0 flat · 2 down · avg RSI 59 · 94% above SMA200 · covered 17/17

contributors

HUBS+1.3pp+22.6%
INTU+1.3pp+21.4%
TEAM+1.1pp+18.3%
NOW+0.9pp+14.6%
ADBE+0.8pp+13.6%

detractors

MDB-0.9pp-15.3%
SNOW-0.4pp-6.7%
CRWD-0.3pp-4.8%
SKYY-0.1pp-1.8%
OKTA+0.1pp+2.4%

Holdings

CRM $250.29 +7.3% 30d in trend NOW $157.00 +14.6% 30d coming into play ADBE $270.55 +13.6% 30d coming into play INTU $354.90 +21.4% 30d retreating DDOG $257.75 +4.2% 30d coming into play CRWD $237.94 -4.8% 30d coming into play ZS $237.76 +13.1% 30d coming into play SNOW $313.96 -6.7% 30d coming into play MDB $362.24 -15.3% 30d coming into play WDAY $209.99 +11.6% 30d coming into play TEAM $223.16 +18.3% 30d in trend HUBS $267.19 +22.6% 30d coming into play OKTA $201.33 +2.4% 30d coming into play WCLD $45.28 +10.0% 30d in trend CLOU $29.66 +2.5% 30d in trend SKYY $164.32 -1.8% 30d in trend GTLB $54.53 +11.7% 30d in trend
HUBS $267.19 +6.9% +22.6% +40.6% -43.1% 68 coming into play -46.3%
INTU $354.90 +5.8% +21.4% +26.1% -47.1% 72 retreating -48.5%
TEAM $223.16 -1.0% +18.3% +178.4% +32.9% 67 in trend -3.0%
NOW $157.00 +2.5% +14.6% +70.8% -16.1% 69 coming into play -18.6%
ADBE $270.55 +6.1% +13.6% +27.5% -23.6% 65 coming into play -25.6%
ZS $237.76 +2.8% +13.1% +70.2% -22.8% 66 coming into play -29.4%
GTLB $54.53 -1.7% +11.7% +80.4% +13.4% 59 in trend -5.8%
WDAY $209.99 +3.5% +11.6% +64.2% -13.5% 67 coming into play -15.1%
WCLD $45.28 +1.2% +10.0% +43.8% +28.9% 64 in trend -0.6%
CRM $250.29 +3.5% +7.3% +59.5% -2.5% 63 in trend -7.0%
DDOG $257.75 -5.6% +4.2% +5.5% +67.1% 48 coming into play -14.3%
CLOU $29.66 +0.1% +2.5% +31.7% +26.2% 57 in trend -2.7%
OKTA $201.33 -3.5% +2.4% +47.9% +131.3% 50 coming into play -14.3%
SKYY $164.32 -1.4% -1.8% +26.7% +22.2% 49 in trend -6.5%
CRWD $237.94 -0.6% -4.8% +29.7% +90.3% 46 coming into play -17.1%
SNOW $313.96 -2.7% -6.7% +18.4% +29.9% 42 coming into play -18.4%
MDB $362.24 -7.3% -15.3% +21.1% +11.4% 48 coming into play -23.4%

Feed generated 2026-10-23.