Strategy
Enterprise Software
+4%
By Grow
1 Year Historical Return
Enterprise software is where AI capabilities get packaged into the tools businesses actually use every day. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.
Adobe
10%
ServiceNow
10%
Palo Alto Networks
10%
Palantir Technologies
10%
Figma
10%
Intuit
10%
Oracle
10%
Snowflake
10%
Cisco
10%
CrowdStrike
10%
