— C+
Tier B · Agentic Winners 40

Control Plane

The enterprise operating layer — ERP, CRM, HCM, workflow, orchestration. The Cannibalize-or-Die cohort: they must eat their own legacy revenue to win the agentic pivot. Mostly punished now; ABR splits the genuinely-pivoting from the legacy drag.

Control Plane EW—
Charts terminal → ← Full index

Constituents

7
PLTR Palantir NP NOW ServiceNow CoD CRM Salesforce CoD WDAY Workday CoD SAP SAP CoD ORCL Oracle CoD PATH UiPath CoD

Closelook C+ Portfolio

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

A research diary, not investment advice.

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