The Macro Economy's Growing Influence on the Software Industry There's a lot of hype around concepts like big data and the software-as-a-service model, says John DiFucci of J.P. Morgan, but they shouldn't be ignored. Related Articles Four Stocks, One Big Bet: Sosin’s Carvana Call Delivers 41% Return Stephen Taub Managers Bet Big on Asset-Based Lenders James Comtois C-PACE: The Rapidly Growing Corner of Real Estate Finance Catching Institutional Attention Sponsored by Nuveen