Thematic Basket Builder
Vertical SaaS
01
Investment Thesis
This basket targets "Vertical SaaS" through 20 publicly traded companies spanning 0 sectors (). The highest-weighted position is VEEV (VEEV) at 5.2% with an exposure score of 68.
The basket has an effective diversification (effective N) of 20.0. No significant risk warnings were triggered.
02
Theme Overview
Theme
Vertical SaaS
Time Horizon
secular (5-10 yr)
Geographic focus: US, Global
03
Holdings
| Ticker | Company | Weight |
|---|---|---|
| VEEV | VEEV | 5.2% |
| TOST | TOST | 5.2% |
| OLO | OLO | 5.2% |
| PCOR | PCOR | 5.2% |
| NCNO | NCNO | 5.2% |
| GWRE | GWRE | 5.2% |
| AGYS | AGYS | 5.1% |
| MLNK | MLNK | 5.1% |
| APPF | APPF | 5.1% |
| ALKT | ALKT | 5.0% |
| TTAN | TTAN | 5.0% |
| PAR | PAR | 4.9% |
| DOCS | DOCS | 4.9% |
| LZ | LZ | 4.8% |
| QTWO | QTWO | 4.8% |
| JKHY | JKHY | 4.8% |
| HCAT | HCAT | 4.8% |
| HSTM | HSTM | 4.8% |
| CPSI | CPSI | 4.8% |
| BLND | BLND | 4.8% |
04
Portfolio Analytics
Portfolio Beta
0.1
Effective N
20.0
Sub-Theme Overlap
5%
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