Vertical Industry Software
Companies whose principal business activity is classified as “Vertical Industry Software”.
Leadership as of 2026-10-27: Leading. Relative to SPY: 5 sessions −1.4pp, 21 sessions +18.1pp, 63 sessions +7.7pp. Participation 100%; 7 of 9 members eligible.
- 21-session excess +18.1pp ≥ +2.0
- 63-session excess +4.5pp (robust) ≥ +2.0
- 21-session excess without the strongest member +16.9pp > 0
- 100% of window members beat SPY over 21 sessions
Economic family: Software
Member companies
Related themes
- Collaboration Software: Leading — 21-session vs SPY +25.4pp, participation 100%
- Customer Engagement & Marketing: Leading — 21-session vs SPY +23.1pp, participation 92%
- Finance, Tax & Accounting Software: Leading — 21-session vs SPY +22.7pp, participation 100%
- Data Infrastructure Software: Leading — 21-session vs SPY +16.7pp, participation 100%
- DevOps, Observability & IT Operations: Leading — 21-session vs SPY +16.1pp, participation 100%
- Cybersecurity: Leading — 21-session vs SPY +13.7pp, participation 85%
- Banking & Financial Software: Improving — 21-session vs SPY +11.5pp, participation 100%
- HR & Payroll Software: Improving — 21-session vs SPY +8.8pp, participation 83%