Enterprise Uptime & IT Operations

This basket owns the businesses that operate, monitor and secure enterprise technology, rather than the compute providers or application developers. With technology shares unsettled, I favor operationally necessary spending on network availability, incident resolution and managed services. The portfolio spans the operating layer, avoiding dependence on a single infrastructure investment cycle. Launch basket (equal weight): NOW, CSCO, IBM, ACN, PANW, DT, CTSH, FTNT 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.