Cloud and Subscription Business

The world is moving to subscription. People and organizations purchase less and less products, but rather more and more services. This global trend is fueled by the evolution of our world becoming more digital and complex. Only those businesses that have understood what it means to succeed in such a changing environment will survive. And, more importantly, the same companies will be those that will outperform the entire market by far. One of the most mature, complete and thriving industry is the cloud and subscription economy. Software-as-a-Service (SaaS) offerings are by now well accepted in the market and, still, due to the underlying technological approach, highly profitable. This wikifolio is set up for all those of you who seek to invest in publicly listed cloud and subscription companies with a long term investment horizon. Investments will also be made in the smaller, fast growing businesses, sometimes immediately after their respective IPO.