Business Services and Application Software

November 06, 2015

Buy ($175)

Companies covered: Salesforce.com Inc (NYSE:CRM), SPS Commerce, Inc. (NASDAQ:SPSC), Veeva Systems Inc. (NYSE:VEEV), Fleetmatics Group PLC (NYSE:FLTX), Blackbaud, Inc. (NASDAQ:BLKB), Synchronoss Technologies, Inc. (NASDAQ:SNCR), Amdocs Limited (NASDAQ:DOX), Tableau Software, Inc. (NYSE:DATA), Qlik Technologies Inc. (NASDAQ:QLIK), Workday, Inc. (NYSE:WDAY), ServiceNow, Inc. (NYSE:NOW), Oracle Corporation (NYSE:ORCL), SAP SE (NYSE:SAP), International Business Machines Corporation (NYSE:IBM), Microsoft Corporation (NASDAQ:MSFT), AT&T Inc. (NYSE:T), Verizon Communications Inc. (NYSE:VZ), Vodafone Group Plc (NASDAQ:VOD), America Movil, S.A.B. de C.V. (NYSE:AMX), EMC Corporation (NYSE:EMC), Accenture plc. (NYSE:ACN), Cornerstone OnDemand, Inc. (NASDAQ:CSOD), Amazon.com, Inc. (NASDAQ:AMZN), PROS Holdings, Inc. (NYSE:PRO), Tyler Technologies, Inc. (NYSE:TYL), Amber Road, Inc. (NYSE:AMBR), Samsung Electronics Co Ltd (KRX:005930), Walmart Inc. (NYSE:WMT), Target Corporation (NYSE:TGT), Nike, Inc. (NYSE:NKE), Under Armour, Inc. (NYSE:UA), Splunk Inc. (NASDAQ:SPLK), Twitter, Inc. (NYSE:TWTR), Facebook, Inc. (NASDAQ:FB), MicroStrategy Incorporated (NASDAQ:MSTR), CVS Health Corporation (NYSE:CVS), Vmware, Inc. (NYSE:VMW), Citrix Systems, Inc. (NASDAQ:CTXS), Upland Software, Inc. (NASDAQ:UPLD), Zendesk, Inc. (NYSE:ZEN), Ringcentral, Inc. (NYSE:RNG), AppFolio Inc (NASDAQ:APPF), AlarmCom Hldg Inc (NASDAQ:ALRM), Sabre Corporation (NASDAQ:SABR), Zendesk Inc (NYSE:ZEN), Teradata Corporation (NYSE:TDC), Datawatch Corporation (NASDAQ:DWCH), Fidelity National Information Services, Inc. (NYSE:FIS), Fiserv, Inc. (NASDAQ:FI), Jack Henry & Associates, Inc. (NASDAQ:JKHY), TeleCommunication Systems, Inc. (NASDAQ:TSYS), Global Payments Inc. (NYSE:GPN), Heartland Payment Systems, Inc. (NYSE:HPY), ACI Worldwide, Inc. (NASDAQ:ACIW), Bottomline Technologies, Inc. (NASDAQ:EPAY), Experian plc (LON:EXPN), Equifax, Inc. (NYSE:EFX), CoStar Group, Inc. (NASDAQ:CSGP), Dun & Bradstreet Corporation (The) (NYSE:DNB), Fair Isaac Corporation (NYSE:FICO), Acxiom Corporation (NASDAQ:ACXM), Alliance Data Systems Corporation (NYSE:ADS), Marchex, Inc. (NASDAQ:MCHX), Rocket Fuel Inc. (NASDAQ:FUEL), TubeMogul, Inc. (NASDAQ:TUBE), The Rubicon Project, Inc. (NYSE:RUBI), Alphabet Inc (NASDAQ:GOOG), Total System Services, Inc. (NYSE:TSS), Federal National Mortgage Assctn Fnni Me (OTCMKTS:FNMA), Federal Home Loan Mortgage Corp (OTCMKTS:FMCC), StrikeForce Technologies, Inc. (OTCMKTS:SFOR), Xplore Technologies Corp (NASDAQ:XPLR), With, Inc. (OTCMKTS:WWTH)