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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2701	PWPCM Perella Weinberg Partners Capital Management New York	$797K	+$808K	1	0.34%	New
2702	PO Private Ocean San Rafael, California	$791K	+$484K	5	0.58%	Increased
2703	LCM Landscape Capital Management Englewood, New Jersey	$787K	-$5.9M	2	0.11%	Reduced
2704	AWM AllSquare Wealth Management Albany, New York	$786K	-$10.9K	5	0.81%	Reduced
2705	FC Financial Consulate Hunt Valley, Maryland	$783K	+$794K	1	0.68%	New
2706	EVC Eidelman Virant Capital Saint Louis, Missouri	$774K	+$827K	1	0.53%	Increased
2707	FWP FAS Wealth Partners Leawood, Kansas	$774K	+$180K	2	0.45%	Increased
2708	MUS Mitsubishi UFJ Securities Tokyo, Japan	$769K	+$54.5K	9	5.43%	Increased
2709	Tiedemann Advisors New York	$764K	+$775K	1	0.59%	New
2710	VCP Vista Capital Partners Portland, Oregon	$764K	-$19.6K	3	0.25%	Reduced
2711	WCM Windsor Capital Management Phoenix, Arizona	$762K	-$191K	3	0.45%	Reduced
2712	HI Hudock Inc Williamsport, Pennsylvania	$758K	+$18.7K	10	0.36%	Increased
2713	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$758K	-$6.51K	1	0.36%	Reduced
2714	LWM Lenox Wealth Management Cincinnati, Ohio	$757K	+$25.7K	5	0.62%	Increased
2715	LFA Landmark Financial Advisors Bowling Green, Kentucky	$756K	+$314	2	0.83%	Increased
2716	Old Mission Capital Chicago, Illinois	$756K	-$2.88M	1	0.1%	Reduced
2717	TFO Tarbox Family Office Newport Beach, California	$752K	+$139K	21	0.69%	Increased
2718	PA Parkside Advisors Berkeley, California	$751K	$0	1	0.56%	Maintained
2719	BGA Belmont Global Advisors Dallas, Texas	$750K	-$284K	1	1.27%	Reduced
2720	DRW Securities Chicago, Illinois	$743K	+$732K	1	0.08%	New
2721	CAL Capital Advisors Ltd Shaker Heights, Ohio	$739K	-$83.9K	3	0.41%	Reduced
2722	Graham Capital Management Rowayton, Connecticut	$735K	+$20.3K	1	0.09%	Increased
2723	LFM Lumina Fund Management New York	$725K	+$772K	1	0.06%	New
2724	CFA Camarda Financial Advisors Fleming Island, Florida	$719K	+$179K	7	0.45%	Increased
2725	Cooke & Bieler Philadelphia, Pennsylvania	$705K	-$9.7K	2	0.02%	Reduced