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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
3076	BW Gestao de Investimentos Sao Paulo, Brazil	$473K	-$26.8K	1	0.13%	Reduced
3077	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$470K	-$246K	1	0.55%	Reduced
3078	AWS AJ Wealth Strategies New York	$468K	+$9.61K	1	0.2%	Increased
3079	WAM Watermark Asset Management San Ramon, California	$464K	+$449K	5	0.22%	New
3080	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$459K	+$454K	2	0.1%	New
3081	PS Portfolio Solutions Royal Oak, Michigan	$459K	+$53.5K	8	0.06%	Increased
3082	AGA Accuvest Global Advisors Provo, Utah	$457K	+$412K	1	0.15%	New
3083	CFG CKW Financial Group Honolulu, Hawaii	$455K	+$21.1K	5	0.14%	Increased
3084	Orgel Wealth Management Altoona, Wisconsin	$454K	+$152K	1	0.2%	Increased
3085	KLI Kelman-Lazarov Inc Memphis, Tennessee	$453K	-$229K	1	0.29%	Reduced
3086	NWM Northwest Wealth Management Spencer, Iowa	$448K	-$21.2K	1	0.41%	Reduced
3087	FAM Flaharty Asset Management Clearwater, Florida	$445K	+$435K	1	0.28%	New
3088	LWA Lowe Wealth Advisors Columbia, Maryland	$445K	-$12.8K	6	0.29%	Reduced
3089	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$432K	+$145K	1	0.12%	Increased
3090	GA Geller Advisors New York	$422K	$0	1	0.23%	Maintained
3091	KSA Ken Stern & Associates San Diego, California	$419K	-$189K	1	0.2%	Reduced
3092	RCA Rex Capital Advisors Providence, Rhode Island	$419K	+$396K	1	0.36%	New
3093	NCM New Capital Management Houston, Texas	$414K	-$3.42K	7	0.76%	Reduced
3094	TCM TD Capital Management Memphis, Tennessee	$413K	$0	3	0.12%	Maintained
3095	CCMU Cheyne Capital Management (UK) London, United Kingdom	$412K	-$317K	1	0.16%	Reduced
3096	PTC Provident Trust Company Waukesha, Wisconsin	$405K	$0	1	0.02%	Maintained
3097	G Gainplan Bloomfield Hills, Michigan	$400K	+$572K	1	0.26%	New
3098	BA BCM Advisors Lafayette, Louisiana	$394K	-$78K	1	0.25%	Reduced
3099	BFG Bouchey Financial Group Troy, New York	$385K	+$5K	1	0.13%	Increased
3100	HP Hartree Partners New York	$381K	+$17K	1	0.42%	Increased