Strategy
Enterprise Software
Software platforms for enterprises
By Grow
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.
Allocation
Thematic
Adobe13%
ServiceNow13%
Palo Alto Networks13%
Palantir Technologies13%
Figma13%
Intuit13%
Oracle13%
Snowflake13%
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