Software

Watchlist source: watchlists/software.txt (49 tickers).

Application and infrastructure software across cybersecurity, data, work management, design, marketing, and vertical SaaS. Subthemes below cross-cut the list and each has its own page under wiki/themes/software/.

Subthemes

• cybersecurity — Identity, endpoint, network, and data security. (4)
• devtools — Developer platforms, version control, CI/CD, artifact and package management. (3)
• observability — APM, logs, metrics, traces, SIEM analytics. (3)
• data-platform — Cloud data warehouses, integration, analytics, search, information services. (4)
• work-management — Work/workflow platforms, BPM, ITSM, RPA, agreement workflow. (6)
• collaboration — Video, whiteboarding, design collab, team comms. (3)
• design — Creative suites, CAD, design tools. (3)
• crm-marketing — CRM, marketing automation, customer data platforms. (6)
• cx-comms — Contact center, CPaaS, customer-facing communications. (3)
• erp-hcm — ERP, HR, finance suites. (2)
• fintech-smb — SMB-focused finance, tax, website and domains. (3)
• vertical-saas — Industry-specific software (life sciences, construction, legal, healthcare, insurance, AEC, connected-operations). (8)
• ai-platform — AI/data operations platforms and AI-native apps. (2)
• ads — Digital advertising platforms. (2)
• it-services — IT services, BPO, systems integration. (3)

All names (alphabetical)

• ADBE — Adobe — design, crm-marketing
• ADSK — Autodesk — design, vertical-saas
• APP — AppLovin — ads
• ASAN — Asana — work-management
• CCC — CCC Intelligent Solutions — vertical-saas
• CRM — Salesforce — crm-marketing
• CRWD — CrowdStrike — cybersecurity
• CTSH — Cognizant — it-services
• DDOG — Datadog — observability
• DOCS — Doximity — vertical-saas
• DOCU — DocuSign — work-management
• DT — Dynatrace — observability
• ESTC — Elastic — observability, data-platform
• FIG — Figma — design, collaboration
• FIVN — Five9 — cx-comms
• FROG — JFrog — devtools
• FRSH — Freshworks — crm-marketing
• G — Genpact — it-services
• GDDY — GoDaddy — fintech-smb
• GTLB — GitLab — devtools
• HUBS — HubSpot — crm-marketing
• INFA — Informatica — data-platform
• INOD — Innodata — ai-platform
• INTA — Intapp — vertical-saas
• INTU — Intuit — fintech-smb
• IOT — Samsara — vertical-saas
• KVYO — Klaviyo — crm-marketing
• META — Meta Platforms — ads
• MNDY — Monday.com — work-management
• NET — Cloudflare — cybersecurity
• NOW — ServiceNow — work-management
• OKTA — Okta — cybersecurity
• PATH — UiPath — work-management
• PCOR — Procore — vertical-saas
• PEGA — Pegasystems — work-management
• PHR — Phreesia — vertical-saas
• PLTR — Palantir — ai-platform
• RELX — RELX — data-platform
• SAIL — SailPoint — cybersecurity
• SAP — SAP — erp-hcm
• SNOW — Snowflake — data-platform
• TASK — TaskUs — it-services
• TEAM — Atlassian — devtools, collaboration
• TWLO — Twilio — cx-comms
• VEEV — Veeva Systems — vertical-saas
• VERX — Vertex — fintech-smb
• WDAY — Workday — erp-hcm
• ZETA — Zeta Global — crm-marketing
• ZM — Zoom Communications — collaboration, cx-comms