Datadog

Datadog provides a cloud-based monitoring and observability platform that lets engineering teams track the performance of applications, infrastructure and logs in one place. As companies run more complex, distributed systems in the cloud, demand for its tools has grown, and its usage-based model expands revenue as customers scale their workloads. Datadog pays no dividend, reinvesting all of its cash into product development, sales and international expansion. This is a growth-stage software company, and its low score reflects the complete absence of distributions. The investment thesis rests on continued adoption and revenue growth rather than any income return.