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Agentic Winners 25 · Sector S6

Vertical

Regulatory moats — Veeva (pharma), Intuit (SMB finance), PTC (industrial PLM), CoStar (CRE monopoly), Samsara (physical ops IoT). Deepest retention of any software segment; agents must interface with these systems of record.

Constituents 5
Avg Temperature
5-day Δ
30-day Δ
Composite Index

Composite Index · 60 days

Equal-weighted within this sector, rebased to 1,000 at 2026-03-31. Same composition that feeds the AW25 master composite.

Sector Temperature · 30 days

Average of the 5 constituent temperature scores — each a 0–100 composite across Position, Momentum, Volume, Volatility and Fragility. Reference line at 50 = neutral regime.

Constituents

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Ticker Price Temp Position Momentum Volume Volatility RSI 14 Flags
VEEV
INTU
PTC
CSGP
IOT