Enterprise Workflow & Data Platforms

Enterprise software is a demonstrated source of leadership in North's live record, with agentic enterprise portfolios outperforming on a beta-adjusted basis. This basket focuses on the workflow applications and data platforms businesses use to operationalize AI, rather than semiconductor capital spending. Upcoming enterprise software earnings offer a checkpoint for whether adoption is translating into durable commercial demand; elevated expectations remain a risk. Launch basket (equal weight): NOW, CRM, SNOW, PLTR, ORCL, WDAY, DDOG 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.