According to Trivariate Research, investors looking to make money in the software space can consider this strategy a winner. “Owner software stocks with low but fast revenue growth: Our work shows this is by far the best way to make money with software,” wrote founder Adam Parker, highlighting a basket of stocks that have already been on the rise this year. Growth stocks across the board have rallied to start the year as artificial intelligence tailwinds persist, strong earnings boost expectations for continued growth, and recent data points to signs of a strong economy. Zscaler and CrowdStrike are among the names included, with shares up 15% and 29%, respectively, since the start of 2024. Both companies are also coming off a strong 2023 in which shares are up 98% and 142%, respectively. The basket also mentions Cloudflare, which rose more than 29% during Friday’s session and posted its best day since November 2022 thanks to a strong earnings report. The stock is up almost 30% since the beginning of 2024. HubSpot, Five9 and Confluent were also in the basket. —CNBC’s Michael Bloom contributed reporting.