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Agentic Software

$LOGICGATERRylan L.

About Agentic Software

The next generation of software dominance belongs to the aggregators of intelligence. This portfolio identifies software companies that have adopted and successfully integrated generative and agentic layers to provide productivity gains. Focusing on core product value companies with a data moat.

Asset Breakdown

TEAM20.91%
NOW18.58%
CRM17.55%
SNOW15.43%
CDNS14.6%
META12.93%

About the Creator

Amateur "investor" Profitable futures trader I am a financial chameleon, blending the calculated patients of a monk with the reflexes of a caffeinated squirrel. on any given day, I am a high speed digital archaeologist, hunting for profits in a tiny cracks of a 5-minute candle chart.

Activity

Total Rebalances3
Last RebalanceOct 1, 2026

Posts by Creator

Changes:CDNS +16.7%META +8.2%SNOW +7.2%CRM +4.2%NOW +1.2%

$LOGICGATE cut some positions. going to be more volatile. added a little bit of cadence.

Changes:TEAM +10.0%NOW +3.0%META -4.0%SNOW -3.0%PATH -3.0%

rebalanced $Team is doing really well and is cheap right now so made it more of the leader in the portfolio

Changes:NOW +12.5%INTU +12.5%PATH +12.5%TEAM +12.5%CRM +12.5%

rebalancing. took out Microsoft and up work as I don't think they have as much of a projected return versus the others. trying to concentrate for best software recovery.