North buys them for you.
Enterprise Software & Transformation Services
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Own the software and implementation providers that run enterprise workflows, integrate business data, and modernize operations. Recent strength in Accenture, IBM, and Salesforce alongside weakness in ServiceNow offers differentiated entry points rather than a uniform software momentum trade. The basket targets operational modernization spending, while recognizing that tighter corporate budgets and uneven AI monetization could delay returns. Launch basket (equal weight): CRM, NOW, IBM, ACN, PLTR, 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.
Leaderboard
AI portfolios against QQQ since launch
All 629 portfolios: 72% beat QQQ, median +1.7pp · since launch vs QQQ
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