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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
4176	NC NinePointTwo Capital Los Angeles, California	$2.71M	+$425K	4	0.96%	Increased
4177	Tenor Capital Management New York	$2.71M	-$6.4M	3	0.06%	Reduced
4178	AC Antara Capital New York	$2.7M	+$2.32M	1	0.15%	New
4179	BWM Birchcreek Wealth Management Miami Township, Ohio	$2.7M	+$17K	3	2.6%	Increased
4180	ACP Aveo Capital Partners Englewood, Colorado	$2.68M	+$372K	4	0.59%	Increased
4181	EAM Exos Asset Management New York	$2.66M	+$693K	17	1.38%	Increased
4182	MWP Madison Wealth Partners Madison, Wisconsin	$2.65M	+$641K	3	1.52%	Increased
4183	WOSD WFA of San Diego San Diego, California	$2.65M	+$3.21K	3	2.06%	Increased
4184	CFFNO Common Fund For Nonprofit Organizations Wilton, Connecticut	$2.65M	+$2.86M	1	0.27%	New
4185	HPCM High Pointe Capital Management Chicago, Illinois	$2.65M	-$41.5K	2	2.08%	Reduced
4186	AC Aristides Capital Louisville, Kentucky	$2.64M	-$243K	3	0.62%	Reduced
4187	PC PhiloSmith Capital Stamford, Connecticut	$2.64M	$0	1	1.17%	Maintained
4188	BFS Bickling Financial Services Lexington, Massachusetts	$2.63M	+$519K	4	1.19%	Increased
4189	TCB Texas Capital Bancshares Dallas, Texas	$2.62M	+$4.2K	2	1.9%	Increased
4190	OFA Oak Family Advisors Chicago, Illinois	$2.62M	+$39.1K	1	1.09%	Increased
4191	TWM TMD Wealth Management Scottsdale, Arizona	$2.61M	-$476K	1	1.14%	Reduced
4192	LAM LifePro Asset Management San Diego, California	$2.6M	-$66.1M	4	0.77%	Reduced
4193	VIM Vista Investment Management Pittsburgh, Pennsylvania	$2.6M	-$42.4K	3	1.53%	Reduced
4194	TCM Towercrest Capital Management Newtown, Pennsylvania	$2.6M	+$240K	2	0.5%	Increased
4195	FFA Freedman Financial Associates Peabody, Massachusetts	$2.59M	-$67.9K	20	1.95%	Reduced
4196	ARM Adirondack Research & Management Guilderland, New York	$2.59M	-$212K	3	3.03%	Reduced
4197	BBHBI B, B, H, & B Inc Birmingham, Alabama	$2.59M	+$217K	2	2.52%	Increased
4198	SLT St Louis Trust Saint Louis, Missouri	$2.59M	$0	5	0.64%	Maintained
4199	DP Denver PWM Denver, Colorado	$2.58M	-$63.5K	3	1.08%	Reduced
4200	DAM Draper Asset Management Smithtown, New York	$2.58M	+$36.1K	3	2.55%	Increased