@seraphim502, this is a fantastic deep dive into the US software industry! I especially appreciate how you broke down the trends in both the industrial/engineering software and the vertical/niche software sectors. It's insightful to see the distinction between the policy-driven stability of the former and the company-specific dynamics of the latter. The inclusion of specific companies like PTC and Oracle, alongside the ETF performance data, really grounds the analysis. I agree, the steady growth in the vertical/niche sector despite its nuances is definitely noteworthy. Looking forward to your next review! What are your thoughts on the long-term impact of remote work trends on these sectors?