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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
3201	Peconic Partners New York	$2.93M	-$354K	2	0.58%	Reduced
3202	VC Voit & Company Brookfield, Wisconsin	$2.93M	+$590K	2	2.8%	Increased
3203	RW REDW Wealth Albuquerque, New Mexico	$2.9M	+$25.6K	2	1.74%	Increased
3204	CCM Canal Capital Management Richmond, Virginia	$2.9M	+$200K	2	1.76%	Increased
3205	EML Eos Management LP New York	$2.9M	$0	1	0.94%	Maintained
3206	FCA FLC Capital Advisors Palm Desert, California	$2.89M	+$668K	4	1.19%	Increased
3207	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$2.88M	-$15K	4	2%	Reduced
3208	HCM HM Capital Management Clayton, Missouri	$2.87M	+$238K	1	1.78%	Increased
3209	Wealthspire Advisors (New York) New York	$2.87M	+$2.73M	4	0.25%	New
3210	BWA Burt Wealth Advisors North Bethesda, Maryland	$2.83M	-$1.1K	8	1.24%	Reduced
3211	LWA Lenox Wealth Advisors New York	$2.82M	+$405K	15	0.49%	Increased
3212	AP Advisors Preferred Rockville, Maryland	$2.81M	+$1.48M	9	0.96%	Increased
3213	FFS Founders Financial Securities Towson, Maryland	$2.78M	+$316K	4	0.91%	Increased
3214	WMA Wealth Management Associates Cherry Hill, New Jersey	$2.78M	+$249K	3	2.76%	Increased
3215	SWP Strategic Wealth Partners Independence, Ohio	$2.78M	+$183K	11	1.34%	Increased
3216	CA Centerpoint Advisors Needham, Massachusetts	$2.77M	+$6.11K	7	2.22%	Increased
3217	BWM BT Wealth Management Atlanta, Georgia	$2.77M	+$145K	2	1.6%	Increased
3218	Empyrean Capital Partners Los Angeles, California	$2.77M	+$2.35M	1	0.12%	New
3219	W Wealthquest Cincinnati, Ohio	$2.77M	-$47K	3	1.05%	Reduced
3220	JF JSF Financial Los Angeles, California	$2.77M	+$177K	4	3.01%	Increased
3221	SJIM St. Johns Investment Management Jacksonville, Florida	$2.76M	+$117K	5	2.05%	Increased
3222	Waverly Advisors Birmingham, Alabama	$2.75M	+$91.4K	4	0.41%	Increased
3223	WA WESPAC Advisors Orinda, California	$2.74M	-$929K	6	2.04%	Reduced
3224	Michael & Susan Dell Foundation New York	$2.74M	+$2.53M	5	2.43%	New
3225	SCA Sippican Capital Advisors Boston, Massachusetts	$2.74M	+$214K	2	3.23%	Increased