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Index
US Cloud SaaS Index
official“An index of the leading US cloud SaaS application platforms — the durable software franchises capturing recurring enterprise spend across CRM, data, design, ops, and AI workflows.”
built · 2026-04-30 21:02·rebalance · quarterly·next run · 2026-07-30
creator narrative
0/1000
backtest · S&P 500 (SPX)·range
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risk-free raterf = 4.50%
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no backtest data
attribution factsheet
holdings · 12
click a row to drill in ↗NameAllocation· cap 18%Rationale
MSFTMicrosoftTechnology18.00%Largest enterprise SaaS via M365 + Dynamics + Copilot stack.ORCLOracleTechnology13.00%Fusion ERP + OCI cloud growth re-acceleration via AI training.CRMSalesforceTechnology12.00%Largest standalone CRM SaaS scaling Agentforce.ADBEAdobeTechnology10.00%Creative Cloud + Document Cloud + Experience Cloud trifecta.NOWServiceNowTechnology10.00%Workflow platform of choice across IT, HR, and customer service.INTUIntuitTechnology8.00%QuickBooks + TurboTax + Credit Karma SMB and consumer SaaS.WDAYWorkdayTechnology7.00%HCM and finance cloud standard for large enterprises.SNOWSnowflakeTechnology6.00%Cloud data platform with strong AI workload tailwind.DDOGDatadogTechnology5.00%Observability platform expanding into LLM monitoring and security.PLTRPalantirTechnology5.00%AIP platform driving rapid commercial-AI revenue growth.MDBMongoDBTechnology3.00%Document database SaaS becoming standard for AI agent applications.TEAMAtlassianTechnology3.00%Jira/Confluence backbone of dev workflows; cloud migration.
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weighting · market_cap · cap=18%
rebalance · quarterly