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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
3326	MGAM McGowan Group Asset Management Dallas, Texas	$670K	+$236K	2	0.11%	Increased
3327	RBC Roble Belko & Company Sewickley, Pennsylvania	$670K	+$166K	14	0.27%	Increased
3328	YCM Yorkville Capital Management New York	$670K	$0	1	0.81%	Maintained
3329	BO Bach Option Wanchai, Hong Kong	$667K	+$669K	2	0.45%	New
3330	KFA Kabarec Financial Advisors Palatine, Illinois	$664K	+$649K	2	0.41%	New
3331	GA Geller Advisors New York	$651K	-$14.4K	1	0.33%	Reduced
3332	SAM Shikiar Asset Management New York	$634K	-$430K	1	0.3%	Reduced
3333	SM Southport Management Wilson, Wyoming	$629K	-$1.63M	1	1.54%	Reduced
3334	DCM Dimension Capital Management Coral Gables, Florida	$628K	+$175K	1	0.39%	Increased
3335	RCG Ruggie Capital Group Tavares, Florida	$626K	-$267K	8	0.4%	Reduced
3336	WVP Worth Venture Partners Fort Lee, New Jersey	$620K	-$147K	1	0.69%	Reduced
3337	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$618K	+$613K	1	0.59%	New
3338	JWM Janiczek Wealth Management Denver, Colorado	$618K	$0	2	0.34%	Maintained
3339	QC QCM Cayman Houston, Texas	$616K	+$80.9K	1	2.55%	Increased
3340	TA TMD & Associates Scottsdale, Arizona	$612K	$0	1	0.56%	Maintained
3341	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$610K	$0	1	0.17%	Maintained
3342	Orgel Wealth Management Altoona, Wisconsin	$598K	+$16.7K	1	0.14%	Increased
3343	TCM TD Capital Management Memphis, Tennessee	$597K	+$29.3K	6	0.16%	Increased
3344	HH HWG Holdings Houston, Texas	$590K	+$376K	2	0.5%	Increased
3345	BCM Baltimore Capital Management Baltimore, Maryland	$582K	-$15.1K	2	0.82%	Reduced
3346	OPWM Oak Point Wealth Management Portage, Michigan	$582K	+$574K	6	0.57%	New
3347	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$582K	+$275K	2	0.34%	Increased
3348	RPG Risk Paradigm Group Austin, Texas	$573K	+$269K	5	0.61%	Increased
3349	Aspiriant LLC Los Angeles, California	$572K	-$7.33M	1	0.17%	Reduced
3350	LA LexAurum Advisors Overland Park, Kansas	$571K	+$523K	1	0.53%	New