Business & Engineering Workflow Automation

Own the software vendors that automate commercial workflows and engineering design rather than the infrastructure running those applications. The basket connects customer management, accounting and commerce with chip design, construction planning and industrial engineering. In a volatile market, the focus is established workflow products whose usefulness does not depend on speculative computing-capacity expansion; valuation and enterprise spending remain risks. Launch basket (equal weight): NOW, CRM, INTU, SNPS, SHOP, CDNS, ADSK, BSY, TRMB, PATH Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.