Enterprise Workflow & Data Software

Enterprise software is a leadership theme in North's live portfolio record, supporting a focused basket of workflow, database and analytics vendors rather than hardware suppliers. These businesses provide the operational systems and governed data that enterprises need to deploy AI into everyday work. Recent software strength supports entry now, while demanding valuations and uneven cloud economics remain the main risks. Launch basket (equal weight): NOW, CRM, ORCL, SNOW, PLTR, MDB, 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.