Research Feed
iShares Expanded Tech-Software Sector ETF (IGV) — SaaS AI Survival V-Score: 3.45
IGV is a cap-weighted ETF holding 119 software companies. Top 10 holdings = 59.5% of AUM: MSFT (9.6%), PLTR (8.3%), ORCL (7.7%), CRM (7.3%), PANW (5.0%), APP (4.7%), ADBE (4.6%), INTU (4.4%), CRWD (4.1%), NOW (3.7%). The ETF is a proxy for the entire enterprise software sector. The market is treatin
Which Software Survives AI? A Scoring System
S&P 500 Software & Services is down 20%+ this month. About $1T in market cap erased. Every SaaS name is selling together — Palantir (+70% YoY revenue growth) dropped the same day as DocuSign (+8% revenue growth). The question everyone is now asking: which software companies survive AI? Nobody has a