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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
3926	MWVC Morgens Waterfall Vintiadis & Co New York	$11.4M	+$7.89M	2	8.69%	Increased
3927	TVWM Tower View Wealth Management Shorewood, Wisconsin	$11.4M	+$16.3K	4	5.01%	Increased
3928	SR Swiss Re Zurich, Switzerland	$11.4M	+$10.6M	17	1.04%	Increased
3929	IWM Iams Wealth Management Omaha, Nebraska	$11.4M	+$139K	4	3.43%	Increased
3930	KC Karras Company Roy, Utah	$11.4M	-$1.96M	5	10.3%	Reduced
3931	SWP Semus Wealth Partners Boca Raton, Florida	$11.4M	+$581K	6	5.49%	Increased
3932	FGWP Founders Grove Wealth Partners Richmond, Virginia	$11.3M	+$3.27M	10	2.26%	Increased
3933	TF Telligent Fund Hong Kong	$11.3M	-$1.29M	1	8.35%	Reduced
3934	BB Burford Brothers Dallas, Texas	$11.3M	+$437K	6	4.16%	Increased
3935	WPIC White Pine Investment Company Livonia, Michigan	$11.3M	-$995K	4	2.41%	Reduced
3936	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$11.3M	+$1.67M	3	6.45%	Increased
3937	S SharpePoint Phoenix, Arizona	$11.3M	+$560K	5	5.66%	Increased
3938	TWP Tempus Wealth Planning Irvine, California	$11.3M	-$297K	5	2.21%	Reduced
3939	MHC May Hill Capital Cohasset, Massachusetts	$11.3M	+$111K	8	2.36%	Increased
3940	LC Lavaca Capital Houston, Texas	$11.3M	+$5.62M	15	1.12%	Increased
3941	MEAC M.E. Allison & Co San Antonio, Texas	$11.3M	+$1.09M	7	6.49%	Increased
3942	SN Sittner & Nelson Eugene, Oregon	$11.2M	-$79K	21	3.54%	Reduced
3943	IAS Integrity Advisory Solutions Dallas, Texas	$11.2M	+$1.59M	6	1.16%	Increased
3944	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$11.2M	-$3.76K	3	2.14%	Reduced
3945	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$11.2M	+$484K	4	2.74%	Increased
3946	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$11.2M	+$389K	13	2.15%	Increased
3947	WSA Wealth Science Advisors Alpharetta, Georgia	$11.2M	+$5.98M	4	4.98%	Increased
3948	V ViaWealth Leawood, Kansas	$11.2M	+$291K	8	5.64%	Increased
3949	FFA Fortune Financial Advisors Overland Park, Kansas	$11.2M	+$536K	7	4.79%	Increased
3950	DI Deeter Investments Austin, Texas	$11.2M	-$3.28M	2	1.55%	Reduced