CWAN - Growth Or Profitability - What Is More Important For Software Firms?
2024-01-30 05:40:00 ET
Summary
- WisdomTree's WCLD and WCBR ETFs focus on growth-oriented companies in the cloud computing and cybersecurity sectors.
- Companies with a strong focus on cybersecurity plus high revenue growth can see their way to greater weight. Free cash flow margin is not a component of this Index’s methodology.
- When investors put all the pieces together and consider thematic equities, the first thing they tend to focus on is the degree of purity exposure to the theme.
By Christopher Gannatti, CFA
Six months before the COVID-19 pandemic began in earnest and right before work-from-home-related stocks really took off, WisdomTree launched the WisdomTree Cloud Computing Fund (WCLD), which is designed to track the returns, after fees, of the BVP Nasdaq Emerging Cloud Index. WCLD served as my introduction to the dynamics of growth-oriented companies early in their life cycles....
Growth Or Profitability - What Is More Important For Software Firms?