Enterprise Software Platforms

Enterprises need software platforms that connect operational data, business workflows, and AI deployment. This basket targets vendors whose core businesses provide those platforms, rather than chipmakers or infrastructure suppliers. With technology shares under pressure, the approach emphasizes embedded enterprise products while recognizing that valuation and AI monetization remain risks. Launch basket (equal weight): CRM, NOW, ORCL, SNOW, 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.