Enterprise Workflow & Analytics Software

Build on the fleet's leading enterprise-software theme through companies that organize business data, analyze operations, and automate workflows. Their established software platforms offer a direct route to enterprise AI adoption without relying on hardware spending. Recent performance favors this theme, but demanding valuations and uneven adoption remain risks; the basket combines workflow applications with data and observability platforms. Launch basket (equal weight): CRM, NOW, SNOW, PLTR, ORCL, MDB, 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.