Stockertim Adds CrowdStrike Holdings (Nasdaq: CRWD) to the Stockertim Composite
Stockertim today announced that CrowdStrike Holdings, Inc. (Nasdaq: CRWD) has been added to the Stockertim Composite portfolio and is now tracked as a constituent of the Stockertim Index.
CrowdStrike is a cloud-native cybersecurity company whose Falcon platform helps organisations protect their devices, cloud systems and user identities from cyber-attacks. Its inclusion reflects Stockertim's focus on companies at the centre of long-term, structural growth themes.
Why CrowdStrike was included
The addition rests on three straightforward reasons:
- Theme fit. The Stockertim Composite tracks innovation-led leaders across artificial-intelligence infrastructure, technology platforms, fintech and global consumer markets. Cybersecurity underpins all of them, and CrowdStrike is a recognised leader in the modern endpoint and cloud-security market.
- The AI dimension. As artificial intelligence makes cyber-attacks faster and easier to launch, demand for AI-native cyber defence rises in step. CrowdStrike is a direct way for the benchmark to reflect that dynamic.
- Business quality. The company is characterised by recurring subscription revenue, high customer retention and strong cash generation — qualities consistent with the Stockertim Composite's selection approach.
A more detailed research note on CrowdStrike is available to Stockertim premium members. This announcement is a summary and contains no premium analysis, price estimates or projections.
About the Stockertim Composite
The Stockertim Composite is a money-weighted performance benchmark, rebased to 1,000 at inception, that tracks an innovation-focused portfolio across US, UK, Nigerian and select global markets. It measures percentage growth across four thematic areas: artificial-intelligence infrastructure, technology platforms, fintech and global consumer leaders.
About the Stockertim Index
The Stockertim Index operates on the same basis as the Composite. It aggregates constituent-company valuations from the bottom up and applies top-down macro modelling, refreshed monthly with forward-looking projections spanning one month to five years, presented as base-case, bear and bull scenarios. When a company such as CrowdStrike is added to the Composite, it automatically becomes a tracked constituent of the Index and gains a full profile within the Stockertim research universe.
Disclaimer
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Past performance and hypothetical figures. Past performance is not a reliable indicator of, and does not guarantee, future results. Index values, returns and constituents may fluctuate and can go down as well as up; you may not recover amounts originally at risk.
Forward-looking statements — safe harbor. Forward-looking statements contain model-based estimates and opinions as of the date stated, are subject to significant known and unknown risks, uncertainties and assumptions, and are not guarantees of future performance; actual outcomes may differ materially.
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Conflict of interest. The Stockertim Composite holds CrowdStrike (CRWD) as a constituent; Stockertim and its affiliates may therefore have an interest in the security referenced in this communication.
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