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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
4276	MC Mayar Capital London, United Kingdom	$8.97M	+$3.01M	2	10.07%	Increased
4277	CA Capital Advantage Walnut Creek, California	$8.97M	-$597K	6	1.09%	Reduced
4278	BCA Buckley Capital Advisors Miami Beach, Florida	$8.97M	+$7.42M	1	5.55%	New
4279	JC JM2 Capital Edmond, Oklahoma	$8.96M	+$91.5K	4	6.15%	Increased
4280	6F 626 Financial Portage, Michigan	$8.96M	+$123K	5	3.49%	Increased
4281	VW Vantus Wealth Lancaster, Pennsylvania	$8.94M	+$9.49M	7	4.79%	New
4282	Oaktree Capital Management Los Angeles, California	$8.93M	$0	1	0.12%	Maintained
4283	WCP Wick Capital Partners Wayne, Pennsylvania	$8.93M	+$794K	10	1.35%	Increased
4284	VP Verum Partners Charlotte, North Carolina	$8.93M	+$1.01M	7	1.34%	Increased
4285	ORG Optimist Retirement Group Bellevue, Washington	$8.92M	-$4.11K	5	3.44%	Reduced
4286	RWS Resolute Wealth Strategies Jackson, Mississippi	$8.9M	-$56.7K	3	3.45%	Reduced
4287	CWA Centennial Wealth Advisory Traverse City, Michigan	$8.9M	+$363K	7	1.92%	Increased
4288	TIM Triad Investment Management Newport Beach, California	$8.89M	+$2.58M	3	9.8%	Increased
4289	OWA Outlook Wealth Advisors Shenandoah, Texas	$8.87M	-$242K	9	1.92%	Reduced
4290	PA Promethium Advisors Bethesda, Maryland	$8.87M	+$505K	5	4.26%	Increased
4291	GC Guidance Capital Lousville, Kentucky	$8.86M	-$50.1K	7	1.89%	Reduced
4292	WCM Winthrop Capital Management Carmel, Indiana	$8.86M	-$161K	10	2.14%	Reduced
4293	HA Harfst & Associates Sheridan, Wyoming	$8.86M	-$559K	5	1.38%	Reduced
4294	AM Account Management Boxford, Massachusetts	$8.86M	+$297K	4	8.95%	Increased
4295	MF Manchester Financial Westlake Village, California	$8.85M	+$172K	5	1.57%	Increased
4296	MIM Marshall Investment Management Littleton, Colorado	$8.85M	+$852K	20	3.68%	Increased
4297	I INVST Indianapolis, Indiana	$8.85M	-$773K	8	0.86%	Reduced
4298	ICM Ionic Capital Management New York	$8.84M	+$1.79M	5	1.28%	Increased
4299	PWP Prasad Wealth Partners Independence, Ohio	$8.84M	+$247K	5	2.13%	Increased
4300	AWA AGH Wealth Advisors Wichita, Kansas	$8.83M	+$96.5K	6	5.57%	Increased