Enterprise IT Modernization Vendors

Enterprises must modernize business applications, computing infrastructure and IT operations together, rather than spend exclusively on AI capacity. This basket pairs enterprise systems manufacturers with business-software and implementation vendors, targeting the broader modernization budget. With leadership moving away from crowded AI hardware, the approach diversifies across the suppliers that install, operate and update corporate computing environments. Launch basket (equal weight): IBM, ORCL, HPE, DELL, NOW, CRM, SAP, WDAY 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.