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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
2826	Rothschild & Co Wealth Management (UK) London, United Kingdom	$939K	-$56K	1	0.07%	Reduced
2827	GA Geller Advisors New York	$936K	+$420K	2	0.53%	Increased
2828	SC Selz Capital New York	$936K	+$919K	1	0.22%	New
2829	KBG Kahn Brothers Group New York	$935K	-$234K	1	0.17%	Reduced
2830	EMG ETF Managers Group Summit, New Jersey	$932K	+$929K	12	1.97%	New
2831	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$932K	-$132K	10	0.37%	Reduced
2832	ODCM Old Dominion Capital Management Charlottesville, Virginia	$926K	+$7.7K	1	1.08%	Increased
2833	Blackstone Inc New York	$925K	-$83.2M	1	0.01%	Reduced
2834	PWPCM Perella Weinberg Partners Capital Management New York	$921K	+$921K	1	0.27%	New
2835	Glazer Capital LLC New York	$920K	+$5.64K	2	0.18%	Increased
2836	SRSA S.R. Schill & Associates Mercer Island, Washington	$920K	-$1.36K	2	0.6%	Reduced
2837	BHB Bank Hapoalim BM Tel Aviv, Israel	$916K	-$30.5K	2	0.22%	Reduced
2838	PA Parkside Advisors Berkeley, California	$908K	$0	1	0.67%	Maintained
2839	MC Matisse Capital Portland, Oregon	$899K	+$113	1	0.48%	Increased
2840	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$897K	-$15.3K	2	0.11%	Reduced
2841	Advent Capital Management New York	$894K	+$833K	1	0.01%	New
2842	RWA RGT Wealth Advisors Dallas, Texas	$894K	+$882K	2	0.55%	New
2843	Hershey Trust Company Hershey, Pennsylvania	$892K	+$213K	2	0.01%	Increased
2844	SFG StrategIQ Financial Group Merrillville, Indiana	$892K	+$1.06K	1	0.49%	Increased
2845	ACM Americafirst Capital Management Roseville, California	$888K	+$652K	3	0.74%	Increased
2846	CAL Capital Advisors Ltd Shaker Heights, Ohio	$887K	$0	3	0.39%	Maintained
2847	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$879K	+$52.1K	4	0.32%	Increased
2848	Brinker Capital Investments Berwyn, Pennsylvania	$878K	+$49.2K	16	0.04%	Increased
2849	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$868K	+$428K	2	0.12%	Increased
2850	IF IRON Financial Northbrook, Illinois	$867K	+$328K	2	1.06%	Increased