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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
3501	CFD Creative Financial Designs Kokomo, Indiana	$15M	+$3.99M	58	0.71%	Increased
3502	AW Atlas Wealth Cincinnati, Ohio	$15M	-$349K	3	2.14%	Reduced
3503	CAM Clark Asset Management Stratham, New Hampshire	$15M	-$333K	7	1.18%	Reduced
3504	HDA Harold Davidson & Associates Los Angeles, California	$15M	-$2.2M	3	6.51%	Reduced
3505	SWM Sculati Wealth Management Bloomfield Hills, Michigan	$15M	-$2.93K	5	5%	Reduced
3506	HCCM Hudson Canyon Capital Management New York	$15M	+$499K	3	8.01%	Increased
3507	BWM BlackDiamond Wealth Management New York	$15M	+$2.49M	10	6.01%	Increased
3508	VWM Vertrix Wealth Management Troy, Michigan	$15M	-$2.69M	3	5.04%	Reduced
3509	I InvesTrust Oklahoma City, Oklahoma	$15M	-$389K	4	5.76%	Reduced
3510	COLIM City of London Investment Management London, United Kingdom	$14.9M	-$166K	1	0.9%	Reduced
3511	FWM Finer Wealth Management Salem, Massachusetts	$14.9M	-$638K	4	6.67%	Reduced
3512	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$14.9M	+$442K	11	2.82%	Increased
3513	NDBT North Dallas Bank & Trust Dallas, Texas	$14.9M	-$821K	7	8.82%	Reduced
3514	SC Saiph Capital Wyckoff, New Jersey	$14.9M	+$4.02M	6	4.45%	Increased
3515	VCM Virtue Capital Management Brentwood, Tennessee	$14.9M	-$939K	9	1.99%	Reduced
3516	SI Seeds Investor New York	$14.9M	-$65.4K	9	1.53%	Reduced
3517	WC Winmill & Co Walpole, New Hampshire	$14.8M	+$16.1M	1	3.29%	New
3518	PCA Peddock Capital Advisors Braintree, Massachusetts	$14.8M	-$712K	8	2.96%	Reduced
3519	CF CNA Financial Chicago, Illinois	$14.8M	+$14.4M	2	6.2%	New
3520	CCC Compass Capital Corp Braintree, Massachusetts	$14.8M	-$406K	7	4.82%	Reduced
3521	RM Rudius Management New York	$14.8M	+$16.2M	2	3.84%	Increased
3522	NICM Neo Ivy Capital Management New York	$14.8M	-$5.26M	14	3.41%	Reduced
3523	PWP Ponta Wealth Partners Winter Park, Florida	$14.8M	+$3.59M	12	7.91%	Increased
3524	GFPC Global Financial Private Client Sarasota, Florida	$14.7M	+$1.51M	8	4%	Increased
3525	IPGDR Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$14.7M	-$10.3M	2	8.54%	Reduced