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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
2951	TG Threshold Group Seattle, Washington	$298K	+$302K	1	0.3%	New
2952	CRCM Cat Rock Capital Management Greenwich, Connecticut	$296K	+$304K	1	0.15%	New
2953	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$295K	+$836	1	0.3%	Increased
2954	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$294K	-$350K	2	1.49%	Reduced
2955	Dakota Wealth Management Palm Beach Gardens, Florida	$294K	-$7.54K	1	0.2%	Reduced
2956	GCM Grisanti Capital Management New York	$294K	$0	2	0.16%	Maintained
2957	CCI Credit Capital Investments Livingston, New Jersey	$292K	+$296K	1	0.41%	New
2958	FIMG Financial & Investment Management Group Traverse City, Michigan	$292K	-$207K	1	0.09%	Reduced
2959	TCM Tuttle Capital Management Riverside, Connecticut	$292K	+$104K	2	0.27%	Increased
2960	AWMG Alliance Wealth Management Group Flemington, New Jersey	$289K	-$31.8K	1	0.2%	Reduced
2961	MFP Michael F. Price	$286K	$0	1	0.04%	Maintained
2962	AIC AWM Investment Company New York	$283K	-$901K	1	0.06%	Reduced
2963	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$283K	+$19.3K	1	0.08%	Increased
2964	PFG Piershale Financial Group Barrington, Illinois	$282K	$0	2	0.21%	Maintained
2965	CAIMH Central Asset Investments & Management Holdings Hong Kong	$281K	-$107K	1	0.28%	Reduced
2966	SCP Syntal Capital Partners Midland, Texas	$278K	+$7.38K	1	0.33%	Increased
2967	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$276K	$0	1	0.19%	Maintained
2968	MFAM Motley Fool Asset Management Alexandria, Virginia	$271K	+$264K	1	0.06%	New
2969	NEPPG New England Professional Planning Group Westerly, Rhode Island	$271K	$0	1	0.3%	Maintained
2970	Avidian Wealth Enterprises Houston, Texas	$270K	-$34.3K	1	0.1%	Reduced
2971	WMG WESCAP Management Group Glendale, California	$270K	$0	1	0.13%	Maintained
2972	RPG Risk Paradigm Group Austin, Texas	$269K	+$10.4K	3	0.36%	Increased
2973	FAG Financial Advisory Group Houston, Texas	$268K	-$1.14K	1	0.13%	Reduced
2974	IWC Integrated Wealth Counsel Carmel, California	$267K	$0	1	0.61%	Maintained
2975	TA Tamarack Advisers Carlsbad, California	$267K	+$235K	1	0.1%	New