Software Bounced Exactly Where I Wanted; What's Next?
The iShares Expanded Tech-Software Sector ETF (IGV) has experienced an 11% rebound since late June, driven by a shift in capital from semiconductor stocks. This recovery is supported by a strategic increase in the ETF's allocation to cybersecurity leaders, which now comprises 21.27% of its holdings, as these integrated platforms have been outperforming both generic software and the overall market. Major contributors to this growth include Microsoft and Oracle, which together account for 14.33% of IGV and are nearing the end of their selloff, with most downside risks already reflected in their valuations. Amrita Roy, an investment strategist based in Vancouver, plans to increase her holdings in IGV and select software stocks if technical indicators confirm a positive trend. She emphasizes the importance of monitoring price movements relative to the 200-day moving average and broader market trends. Roy, who runs a family office fund focused on sustainable growth investments, aims to provide accessible financial insights through her award-winning newsletter, The Pragmatic Optimist.
Robotics needs a service framework.
RSF defines a common language for robot service capability, lifecycle operations, certification pathways, and service-provider networks.
Green Hills Software
United States
Independent embedded software provider delivering RTOS, compilers, IDEs, and debuggers for safety- and security-critical systems. Serves automotive, avionics, defence, and industrial domains with certified real-time operating system platforms since 1982.
Scorpion Vision Software (UK)
Norwegian-based 2D and 3D industrial machine vision software platform (marketed under Tordivel AS). Offers sub-pixel and micron-level non-contact measurement, configurable inspection tools, and advanced calibration capabilities without programming.
Acquired Data Solutions, Inc.
United States
Provides systems engineering, embedded software development, automation integration, and cybersecurity services for government and commercial defense clients. Capabilities include OT/IT convergence, edge computing, and mission-critical system integration across a 28-year operational history.
HERL (Human Engineering Research Lab)
United States
Joint University of Pittsburgh and US Department of Veterans Affairs laboratory conducting rehabilitation engineering research. Develops mobility devices, assistive technologies, and medical-grade products for people with disabilities.
Joanneum Research Assoc (AT)
Austria
Joanneum Research Institute for Robotics and Flexible Production conducts applied R&D in industrial robot systems, production automation and robot safety, offering feasibility analysis, consulting and testing in a robotics solution centre.
St Petersburg National Research U of ITMO
Russian leading research university (ITMO University) specializing in information technology, optical engineering, and photonics. Active research programs in AI, robotics, computer vision, and cyber-physical systems.
ProPhotonix Ltd
United States
ProPhotonix manufactures and distributes OEM LED lighting systems and laser diode modules for machine vision applications, providing custom and configurable photonic solutions for industrial inspection and imaging systems.
Troax AB (Sweden)
Troax is a Swedish manufacturer of perimeter guarding and machine guarding panels used to secure industrial robot cells and automated production areas. Its modular steel mesh enclosures provide physical safety barriers compliant with ISO and CE machinery safety standards.
Mapbox
United States
US location platform providing mapping APIs, turn-by-turn navigation SDKs, and geospatial data services for mobile, web, and automotive applications. Used by automakers including Toyota for in-vehicle navigation systems.
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