Research/Clip
Two verbs are priced into enterprise software right now
Posted September 24, 2026. Where it is told.
Integrate, and replace.
The clip holds the 24 companies sitting in the top 10 positions of CIBR, IGV and FDN, the three largest ETFs carrying the productivity handoff narrative in our system.
The names are never sorted. Nothing we measure says which companies absorb AI and which are replaced, so they stay suspended between the two verbs and pulled by both.
ETFs are ranked by measured share of this narrative's capital. Placement cannot be bought and is not editorial.
Which verb is a question per name.
Past behavior only. Not a forecast, and nothing here is investment advice. How the measurement works →