IT Services and Software

April 13, 2018

Companies covered: Salesforce.com Inc (NYSE:CRM), Veeva Systems Inc. (NYSE:VEEV), HubSpot, Inc. (NYSE:HUBS), SPS Commerce, Inc. (NASDAQ:SPSC), Amber Road, Inc. (NYSE:AMBR), International Business Machines Corporation (NYSE:IBM), PROS Holdings, Inc. (NYSE:PRO), Workday, Inc. (NYSE:WDAY), The Ultimate Software Group, Inc. (NASDAQ:ULTI), Cornerstone OnDemand, Inc. (NASDAQ:CSOD), Paylocity Holding Corporation (NASDAQ:PCTY), Tableau Software, Inc. (NYSE:DATA), Tyler Technologies, Inc. (NYSE:TYL), Amazon.com, Inc. (NASDAQ:AMZN), Callidus Software, Inc. (NASDAQ:CALD), Instructure (NYSE:INST), Everbridge (NASDAQ:EVBG), Alteryx (NYSE:AYX), Check Point Software Technologies Ltd. (NASDAQ:CHKP), Symantec Corporation (NASDAQ:SYMC), Pure Storage (NYSE:PSTG), CommVault Systems, Inc. (NASDAQ:CVLT), Equifax, Inc. (NYSE:EFX), NetApp, Inc. (NASDAQ:NTAP), Dell Technologies (NYSE:DVMT), Palo Alto Networks, Inc. (NYSE:PANW), CyberArk Software Ltd. (NASDAQ:CYBR), Proofpoint, Inc. (NASDAQ:PFPT), Fortinet, Inc. (NASDAQ:FTNT), Cisco Systems, Inc. (NASDAQ:CSCO), FireEye, Inc. (NASDAQ:FEYE), Imperva, Inc. (NYSE:IMPV), Sophos Group PLC (OTCMKTS:SPHHF), Nutanix (NASDAQ:NTNX), Tintri (NASDAQ:TNTR), Adobe Systems Incorporated (NASDAQ:ADBE), ServiceNow, Inc. (NYSE:NOW), Zendesk Inc (NYSE:ZEN), Blackbaud, Inc. (NASDAQ:BLKB), Oracle Corporation (NYSE:ORCL), Microsoft Corporation (NASDAQ:MSFT), Splunk Inc. (NASDAQ:SPLK), APM - Maersk/A Aktie (CPH:MAERSK-A), SAP SE (NYSE:SAP), Alphabet Inc (NASDAQ:GOOG), Guidewire Software, Inc. (NYSE:GWRE), Brightcove Inc. (NASDAQ:BCOV), Citrix Systems, Inc. (NASDAQ:CTXS), Teradata Corporation (NYSE:TDC), ASGN Incorporated (NYSE:ASGN), Exponent, Inc. (NASDAQ:EXPO), Perficient, Inc. (NASDAQ:PRFT)

Buy ($175)