Watchlist / web-cloud

watchlist

Watchlist / web-cloud

current roster plus event stream

symbols 9 events 589 latest

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

Showing 120 of 589 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 -3.4%-4.8%-10.8%+13.6%+58.4%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -2.2%-3.7%-9.6%+10.1%+44.0%

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

30D breadth 2/9 up

trend: 3 up · 0 flat · 6 down · avg RSI 44 · 78% above SMA200 · covered 9/9

contributors

ESTC+1.1pp+10.1%
DDOG+0.5pp+4.2%
SKYY-0.2pp-1.8%
SNOW-0.7pp-6.7%
FSLY-1.5pp-13.9%

detractors

DOCN-4.1pp-37.0%
AKAM-2.6pp-23.0%
MDB-1.7pp-15.3%
NET-1.6pp-14.0%

Holdings

NET $303.61 -14.0% 30d coming into play FSLY $22.45 -13.9% 30d coming into play AKAM $91.13 -23.0% 30d retreating MDB $362.24 -15.3% 30d coming into play SNOW $313.96 -6.7% 30d coming into play DDOG $257.75 +4.2% 30d coming into play ESTC $98.21 +10.1% 30d in trend DOCN $92.00 -37.0% 30d retreating SKYY $164.32 -1.8% 30d in trend
ESTC $98.21 -0.6% +10.1% +71.3% +14.1% 59 in trend -9.1%
DDOG $257.75 -5.6% +4.2% +5.5% +67.1% 48 coming into play -14.3%
SKYY $164.32 -1.4% -1.8% +26.7% +22.2% 49 in trend -6.5%
SNOW $313.96 -2.7% -6.7% +18.4% +29.9% 42 coming into play -18.4%
FSLY $22.45 -3.6% -13.9% +15.5% +178.9% 43 coming into play -35.5%
NET $303.61 -1.2% -14.0% +15.7% +44.1% 41 coming into play -18.0%
MDB $362.24 -7.3% -15.3% +21.1% +11.4% 48 coming into play -23.4%
AKAM $91.13 +0.9% -23.0% -22.4% +22.0% 37 retreating -44.9%
DOCN $92.00 -9.3% -37.0% -29.9% +136.0% 30 retreating -50.9%

Feed generated 2026-10-23.