— C+
Tier C · Agentic Winners 40

Application Leaders

Vertical + horizontal software whose business outcome improves with AI — or gets eaten by it. Disrupted-may-emerge; the contrarian core. ABR separates the pivoting (Adobe, Intuit) from the roadkill (Chegg, Shutterstock — dropped as Terminal).

Application Leaders EW—
Charts terminal → ← Full index

Constituents

16
ADBE Adobe CoD INTU Intuit CoD VEEV Veeva NP CSGP CoStar NP IOT Samsara NP TEM Tempus AI NP HUBS HubSpot CoD TEAM Atlassian CoD PTC PTC CoD DASTY Dassault Systèmes CoD SIEGY Siemens NP 0268.HK Kingdee CoD 4478.T freee CoD 3994.T Money Forward NP 4180.T Appier NP MNDY monday.com CoD

Closelook C+ Portfolio

$25 / month or $250 / year — founding rate

A research diary, not investment advice.

Subscribe →