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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
2876	TFCP Twin Focus Capital Partners Boston, Massachusetts	$602K	+$173K	1	0.61%	Increased
2877	CAM CMT Asset Management Chicago, Illinois	$597K	+$572K	2	0.03%	New
2878	TT Tiedemann Trust Wilmington, Delaware	$592K	+$292K	2	0.09%	Increased
2879	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$589K	$0	5	0.33%	Maintained
2880	TCMG TSP Capital Management Group Summit, New Jersey	$588K	$0	1	0.31%	Maintained
2881	BL BCWM LLC Overland Park, Kansas	$583K	-$3.44M	1	0.35%	Reduced
2882	KA KLCM Advisors Milwaukee, Wisconsin	$582K	-$75.6K	1	0.21%	Reduced
2883	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$574K	$0	1	0.48%	Maintained
2884	NorthRock Partners Minneapolis, Minnesota	$574K	-$1.7M	3	0.34%	Reduced
2885	CA Continental Advisors Park City, Utah	$572K	+$175K	1	0.15%	Increased
2886	IF IRON Financial Northbrook, Illinois	$572K	+$79K	1	0.49%	Increased
2887	Karpus Investment Management Pittsford, New York	$568K	-$9.51K	2	0.03%	Reduced
2888	HF Hoxton Financial Shepherdstown, West Virginia	$562K	-$34.6K	10	0.27%	Reduced
2889	CC Coastland Capital Palo Alto, California	$560K	-$44.7M	1	0.02%	Reduced
2890	Park Avenue Securities New York	$560K	+$553K	2	0.12%	New
2891	NCM Northside Capital Management Hood River, Oregon	$559K	+$11.9K	1	0.43%	Increased
2892	Plancorp LLC Saint Louis, Missouri	$558K	-$382K	2	0.67%	Reduced
2893	BCM Breithorn Capital Management New York	$553K	-$3.45M	1	0.37%	Reduced
2894	TCSAM Tyrus Capital S.A.M. Monaco	$551K	+$606K	1	0.13%	New
2895	ECM Empirical Capital Management Hendersonville, Tennessee	$550K	-$1.01M	1	0.6%	Reduced
2896	KIA King Investment Advisors Houston, Texas	$550K	-$456K	1	5.88%	Reduced
2897	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$550K	+$61.3K	2	0.22%	Increased
2898	BWP BSW Wealth Partners Boulder, Colorado	$533K	+$537	1	0.27%	Increased
2899	AEPG American Economic Planning Group Warren, New Jersey	$531K	-$4.62K	2	0.21%	Reduced
2900	KL Kinsight LLC Birmingham, Alabama	$531K	$0	2	0.31%	Maintained