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Alteryx: Yesterday, AYX and Snowflake announced a partnership that enhances the integration between the Snowflake platform and what Alteryx now calls its analytic process automation solution set. Alteryx shares were up 7%+ on the basis of the announcement. Alteryx is a 7%+ weighting  in our high-growth portfolio. Snowflake is perhaps the leading platform these days…

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Although earnings reports will not be coming out in the next few weeks, there is still lots of news and some interesting opportunities. As is obvious, the market as a whole has been under some pressure for a few days, and that pressure has been focused on mega-cap IT names for a variety of factors.…

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