CLOUD SOFTWARE & SERVICES.
CLOUD SOFTWARE & SERVICES.
CLOUD SOFTWARE & SERVICES.
We've invested in the cloud since before it was called the cloud. It's still early days in cloud software and services, and we believe plentiful investment returns are yet to be made. Our focus is on enterprise technologies. As the enterprise continues to replace decades' worth of legacy software stacks, we expect cloud software revenue growth rates to outpace GDP growth for some time. Better yet, we see the best of the New Cloud Generation now producing profits and positive cashflow even whilst in hypergrowth mode.
We publish research on the most exciting stocks in the sector, including Avalara (AVLR), Cloudflare (NET), CrowdStrike (CRWD), DataDog (DDOG), DocuSign (DOCU), Fastly (FSLY), FireEye (FEYE), MongoDB (MDB), SailPoint Technologies (SAIL), Veeva Systems (VEEV), Zscaler (ZS) and many others.
SPACE.
CLOUD SOFTWARE & SERVICES.
CLOUD SOFTWARE & SERVICES.
Space stocks have outperformed the market for quite some time now and we see no reason that cannot continue. As strategic competition in space re-emerges between the US, China, Russia, India and the EU, we expect space spending to maintain its direct ascent, to the benefit of vendors in the sector. There are more stocks in the sector than you might think - including tradable VC plays (Rocket Lab, Spire Global, Virgin Galactic), old-line military-industrial players (Lockheed Martin, Northrop Grumman), and a promising ETF (ARKX).
We publish research on the most important public space stocks, including Ark Space Exploration ETF (ARKX), BlackSky (SFTW) Iridium Communications (IRDM), L3Harris (LHX), Lockheed Martin (LMT), Maxar Technologies (MAXR), Momentus Technologies (SRAC), Northrop Grumman (NOC), Raytheon (RTX), Rocket Lab (VACQ), Spire Global (NSH), and Virgin Galactic (SPCE). As the sector expands we add new names to our coverage all the time.