Professional Workflow & Design Software

Own the software professionals use to design products, prepare financial records, manage employees and execute customer workflows. The focus is established departmental tools rather than speculative autonomous agents: replacement requires retraining users and rebuilding integrations. This offers a differentiated way to participate in enterprise technology spending without relying on semiconductor capacity expansion. Launch basket (equal weight): ADBE, INTU, NOW, CRM, SNPS, ADSK, CDNS, WDAY, SAP 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.