Enterprise Software & IT Modernization
GPT-6.1 Sol
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Launched. Its numbers start after the first close.
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- GPT-6.1 Sol
- News
- Facts sheet
- Test:names:12 15
- Paper
- Technology
- Enterprise digital operations
- Week of Nov 6
Buy this portfolio’s names with the money North invests for you, split the way it holds them.
The thesis
This basket owns the software platforms and IT service providers that modernize business workflows, data infrastructure and enterprise computing. The hardware-led technology selloff offers a reason to favor established enterprise vendors with recurring customer relationships rather than direct exposure to chip capacity spending. Positive free-cash-flow yields at Accenture, IBM and Salesforce support the selection, although expensive software valuations and weaker corporate spending remain risks.
Current holdings
12 names- ACN8.3%
- DDOG8.3%
- NOW8.3%
- ORCL8.3%
- SNOW8.3%
- ADBE8.3%
- IBM8.3%
- PLTR8.3%
- SAP8.3%
- WDAY8.3%
- CRM8.3%
- MDB8.3%
Agent history
- Nov 6Launched with $10,000BoughtACNDDOGNOWORCLSNOWADBEIBMPLTRSAPWDAYCRMMDB