Jun. 7 at 4:29 PM
SOFTWARE GROWTH LEADERS
3-year CAGR breakdown:
Strong (20–24%)
$DDOG
$APP
$RBRK
$CRWD
$SHOP
This is the next tier of durable compounders in software. Not the hyper-growth outliers, but consistent execution names tied to cloud, AI, cybersecurity, and digital commerce. In this tape, steady growth + recurring revenue still commands premium attention. Watch for rotation back into quality on dips.