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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
3051	YCM Yorkville Capital Management New York	$536K	+$526K	1	0.53%	New
3052	RAM Riggs Asset Management Dallas, Pennsylvania	$527K	+$29.5K	6	0.26%	Increased
3053	TFF The Family Firm Bethesda, Maryland	$522K	-$12K	1	0.25%	Reduced
3054	AWM Affinity Wealth Management Wilmington, Delaware	$521K	$0	2	0.29%	Maintained
3055	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$519K	$0	1	0.44%	Maintained
3056	SCM Silver Capital Management New York	$519K	+$478K	1	2.38%	New
3057	VI Versor Investments New York	$519K	+$512K	1	0.21%	New
3058	MCC Malaga Cove Capital Pv Estates, California	$518K	+$521K	1	0.34%	New
3059	RCG Ruggie Capital Group Tavares, Florida	$517K	-$13.6K	3	0.58%	Reduced
3060	IWA Inspirion Wealth Advisors Libertyville, Illinois	$516K	+$70.2K	1	0.33%	Increased
3061	AFA Abacus FCF Advisors Orlando, Florida	$509K	+$340K	9	8.48%	Increased
3062	Klingman & Associates New York	$509K	-$527K	1	0.15%	Reduced
3063	CG Corundum Group Colorado Springs, Colorado	$503K	+$48.3K	1	0.74%	Increased
3064	BW Gestao de Investimentos Sao Paulo, Brazil	$487K	-$35.1K	1	0.4%	Reduced
3065	KL Kinsight LLC Birmingham, Alabama	$482K	-$16K	2	0.25%	Reduced
3066	PCFFS Pacific Center for Financial Services San Ramon, California	$481K	+$469K	13	0.37%	New
3067	BA BCM Advisors Lafayette, Louisiana	$474K	+$434K	2	0.31%	New
3068	CFN Cordasco Financial Network Naples, Florida	$471K	+$15.5K	5	0.54%	Increased
3069	EGA E&G Advisors Houston, Texas	$463K	+$211K	1	0.27%	Increased
3070	GCM Gladstone Capital Management London, United Kingdom	$463K	+$468K	1	0.45%	New
3071	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$463K	$0	1	0.15%	Maintained
3072	ACM AidennLair Capital Management New York	$459K	+$423K	1	0.35%	New
3073	FA Fortis Advisors Wayne, Pennsylvania	$451K	+$436K	1	0.48%	New
3074	NWM Northwest Wealth Management Spencer, Iowa	$443K	+$429K	1	0.45%	New
3075	LWA Lowe Wealth Advisors Columbia, Maryland	$441K	+$147K	6	0.3%	Increased