|
SAP
|
SAP SE ADR |
$150.93 |
$201.04 |
$0.83 |
0.41% |
⛔ Overvalued (+33.20%) |
|
CRM
|
Salesforce.com Inc |
$265.69 |
$212.29 |
$-1.79 |
-0.84% |
✅ Strong Buy (-20.10%) |
|
T
|
AT&T Inc |
$28.57 |
$26.21 |
$1.08 |
4.30% |
👍 Buy (-8.26%) |
|
INTU
|
Intuit Inc |
$622.26 |
$498.92 |
$-4.06 |
-0.81% |
✅ Strong Buy (-19.82%) |
|
NOW
|
ServiceNow Inc |
$87.56 |
$117.01 |
$0.28 |
0.24% |
⛔ Overvalued (+33.63%) |
|
ADBE
|
Adobe Systems Incorporated |
$633.33 |
$293.25 |
$1.60 |
0.55% |
✅ Strong Buy (-53.70%) |
|
ADP
|
Automatic Data Processing Inc |
$237.76 |
$246.82 |
$0.85 |
0.35% |
⚠️ See Analysis (+3.81%) |
|
PYPL
|
PayPal Holdings Inc |
$102.30 |
$52.69 |
$-0.42 |
-0.79% |
✅ Strong Buy (-48.49%) |
|
TRI
|
Thomson Reuters Corporation Common Shares |
$67.29 |
$110.63 |
$-2.13 |
-1.89% |
⛔ Overvalued (+64.41%) |
|
WDAY
|
Workday Inc |
$227.69 |
$175.63 |
$0.97 |
0.56% |
✅ Strong Buy (-22.86%) |
|
MSTR
|
MicroStrategy Incorporated |
$514.93 |
$149.71 |
$6.52 |
4.55% |
✅ Strong Buy (-70.93%) |
|
ROP
|
Roper Technologies, Inc. |
$369.76 |
$371.23 |
$6.23 |
1.71% |
⚠️ See Analysis (+0.40%) |
|
PAYX
|
Paychex Inc |
$120.21 |
$103.13 |
$0.90 |
0.88% |
👍 Buy (-14.21%) |
|
CPNG
|
Coupang LLC |
$5.43 |
$20.16 |
$0.17 |
0.85% |
⛔ Overvalued (+271.27%) |
|
FLUT
|
Flutter Entertainment plc |
$161.43 |
$165.15 |
$-3.57 |
-2.12% |
❌ Avoid (+2.30%) |
|
FIS
|
Fidelity National Information Services Inc |
$102.27 |
$55.25 |
$0.05 |
0.09% |
❌ Avoid (-45.98%) |
|
BRO
|
Brown & Brown Inc |
$75.18 |
$72.10 |
$0.00 |
0.00% |
👍 Buy (-4.10%) |
|
HUM
|
Humana Inc |
$210.37 |
$195.20 |
$-1.47 |
-0.75% |
👍 Buy (-7.21%) |
|
BR
|
Broadridge Financial Solutions Inc |
$202.29 |
$197.11 |
$1.15 |
0.59% |
👍 Buy (-2.56%) |
|
IOT
|
Samsara Inc |
$16.74 |
$28.05 |
$-1.04 |
-3.58% |
⛔ Overvalued (+67.56%) |
|
TYL
|
Tyler Technologies Inc |
$269.98 |
$369.40 |
$-10.60 |
-2.79% |
⛔ Overvalued (+36.82%) |
|
IT
|
Gartner Inc |
$337.24 |
$209.61 |
$-3.09 |
-1.45% |
✅ Strong Buy (-37.85%) |
|
PINS
|
Pinterest Inc |
$39.14 |
$22.13 |
$-0.22 |
-0.98% |
✅ Strong Buy (-43.46%) |
|
TTD
|
Trade Desk Inc |
$45.37 |
$30.33 |
$-0.92 |
-2.94% |
✅ Strong Buy (-33.15%) |
|
HUBS
|
HubSpot Inc |
$210.67 |
$280.00 |
$-1.53 |
-0.54% |
⛔ Overvalued (+32.91%) |
|
GDDY
|
Godaddy Inc |
$167.77 |
$100.52 |
$1.28 |
1.29% |
✅ Strong Buy (-40.08%) |
|
RYAN
|
Ryan Specialty Group Holdings Inc |
$44.28 |
$48.28 |
$0.98 |
2.07% |
⚠️ See Analysis (+9.03%) |
|
CHWY
|
Chewy Inc |
$25.81 |
$29.11 |
$-1.03 |
-3.42% |
⚠️ See Analysis (+12.79%) |
|
GWRE
|
Guidewire Software Inc |
$64.82 |
$140.76 |
$-6.88 |
-4.66% |
⛔ Overvalued (+117.16%) |
|
DT
|
Dynatrace Holdings LLC |
$33.06 |
$38.09 |
$0.23 |
0.61% |
⛔ Overvalued (+15.21%) |
|
BSY
|
Bentley Systems Inc |
$33.46 |
$35.12 |
$0.05 |
0.14% |
⚠️ See Analysis (+4.96%) |
|
NTNX
|
Nutanix Inc |
$43.66 |
$39.33 |
$-0.13 |
-0.33% |
👍 Buy (-9.92%) |
|
DOCU
|
DocuSign Inc |
$81.90 |
$52.54 |
$-1.24 |
-2.31% |
✅ Strong Buy (-35.85%) |
|
MORN
|
Morningstar Inc |
$194.96 |
$202.09 |
$0.85 |
0.42% |
⚠️ See Analysis (+3.66%) |
|
PAYC
|
Paycom Software, Inc. |
$245.46 |
$134.75 |
$0.41 |
0.31% |
✅ Strong Buy (-45.10%) |
|
PCTY
|
Paylocity Holdng |
$168.12 |
$134.98 |
$2.83 |
2.14% |
✅ Strong Buy (-19.71%) |
|
DOCS
|
Doximity Inc |
$45.33 |
$37.47 |
$-1.16 |
-3.00% |
✅ Strong Buy (-17.34%) |
|
ESTC
|
Elastic NV |
$49.22 |
$65.93 |
$-1.79 |
-2.64% |
⛔ Overvalued (+33.95%) |
|
APPF
|
Appfolio Inc |
$120.74 |
$189.88 |
$-17.22 |
-8.31% |
⛔ Overvalued (+57.26%) |
|
KVYO
|
Klaviyo, Inc. |
$14.48 |
$22.21 |
$-0.11 |
-0.49% |
❌ Avoid (+53.38%) |
|
DSGX
|
Descartes Systems Group Inc |
$52.65 |
$74.76 |
$-0.83 |
-1.09% |
⛔ Overvalued (+41.99%) |
|
DUOL
|
Duolingo Inc |
$214.03 |
$134.06 |
$-5.41 |
-3.88% |
✅ Strong Buy (-37.36%) |
|
DLB
|
Dolby Laboratories |
$78.93 |
$64.19 |
$1.16 |
1.84% |
✅ Strong Buy (-18.67%) |
|
MMYT
|
MakeMyTrip Limited |
$29.12 |
$62.38 |
$0.32 |
0.52% |
❌ Avoid (+114.22%) |
|
MNDY
|
Monday.Com Ltd |
$122.43 |
$114.75 |
$-0.82 |
-0.71% |
👍 Buy (-6.27%) |
|
KD
|
Kyndryl Holdings Inc |
$66.76 |
$23.00 |
$-0.31 |
-1.33% |
✅ Strong Buy (-65.55%) |
|
BFAM
|
Bright Horizons Family Solutions Inc |
$68.27 |
$92.63 |
$1.31 |
1.43% |
⛔ Overvalued (+35.68%) |
|
FOUR
|
Shift4 Payments Inc |
$101.17 |
$59.04 |
$-0.36 |
-0.61% |
❌ Avoid (-41.64%) |
|
WAY
|
Waystar Holding Corp. Common Stock |
$29.36 |
$26.56 |
$-0.15 |
-0.56% |
👍 Buy (-9.54%) |
|
GPI
|
Group 1 Automotive Inc |
$523.03 |
$354.26 |
$-8.90 |
-2.45% |
❌ Avoid (-32.27%) |
|
BMI
|
Badger Meter Inc |
$104.29 |
$146.58 |
$2.16 |
1.50% |
⛔ Overvalued (+40.55%) |
|
STVN
|
Stevanato Group SpA |
$13.48 |
$15.58 |
$-0.42 |
-2.63% |
⛔ Overvalued (+15.58%) |
|
FSK
|
FS KKR Capital Corp |
$32.06 |
$13.79 |
$-0.03 |
-0.22% |
✅ Strong Buy (-56.99%) |
|
CVLT
|
CommVault Systems Inc |
$90.40 |
$85.70 |
$-1.80 |
-2.06% |
👍 Buy (-5.20%) |
|
BOX
|
Box Inc |
$27.94 |
$25.35 |
$-0.14 |
-0.55% |
👍 Buy (-9.27%) |
|
VERX
|
Vertex |
$15.72 |
$18.55 |
$-0.15 |
-0.80% |
⛔ Overvalued (+18.00%) |
|
INTA
|
Intapp Inc |
$28.57 |
$33.95 |
$-0.38 |
-1.11% |
❌ Avoid (+18.83%) |
|
TENB
|
Tenable Holdings Inc |
$34.70 |
$22.06 |
$0.48 |
2.22% |
✅ Strong Buy (-36.43%) |
|
BLKB
|
Blackbaud Inc |
$90.19 |
$53.70 |
$0.39 |
0.73% |
✅ Strong Buy (-40.46%) |
|
GSHD
|
Goosehead Insurance Inc |
$32.49 |
$61.84 |
$-0.88 |
-1.40% |
⛔ Overvalued (+90.34%) |
|
GRND
|
Grindr Inc |
$10.79 |
$11.32 |
$-0.26 |
-2.25% |
⚠️ See Analysis (+4.91%) |
|
DEI
|
Douglas Emmett Inc |
$1.23 |
$10.56 |
$-0.05 |
-0.47% |
⛔ Overvalued (+758.54%) |
|
CBZ
|
CBIZ Inc |
$55.78 |
$39.35 |
$0.78 |
2.02% |
❌ Avoid (-29.46%) |