Jun. 7 at 4:33 PM
SOFTWARE GROWTH LEADERS
3-year CAGR breakdown:
Solid (10–19%)
$NOW
$ZETA
$ADBE
$ZS
$PATH
These are steady software performers—less hype, more execution. Consistent growth, strong recurring revenue, and AI/cloud exposure make them resilient in pullbacks. Watch how the tape treats these on rotation—they’re the backbone of a sustainable software portfolio.