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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
4401	EA Elm Advisors Burlingame, California	$1.57M	-$51.1K	2	0.92%	Reduced
4402	G GenTrust Miami, Florida	$1.57M	-$101K	1	0.13%	Reduced
4403	Check Capital Management Costa Mesa, California	$1.57M	+$25.4K	1	0.07%	Increased
4404	TAL TIG Advisors LLC New York	$1.57M	-$33.4M	3	0.05%	Reduced
4405	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$1.56M	$0	2	0.89%	Maintained
4406	CFAM Center For Asset Management Palm Beach Gardens, Florida	$1.56M	+$81.9K	2	1.34%	Increased
4407	FWM FFT Wealth Management Philadelphia, Pennsylvania	$1.56M	+$1.49M	7	0.35%	New
4408	SMC S. Muoio & Co New York	$1.56M	$0	1	1.32%	Maintained
4409	LFM Lumina Fund Management New York	$1.55M	-$57.9K	2	0.72%	Reduced
4410	Orgel Wealth Management Altoona, Wisconsin	$1.55M	-$50.8K	1	0.19%	Reduced
4411	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$1.55M	-$44.6K	3	2.83%	Reduced
4412	I2I Insight 2811 Inc Chicago, Illinois	$1.55M	+$1.68K	2	0.87%	Increased
4413	BFG Barber Financial Group Lenexa, Kansas	$1.54M	+$20.3K	2	0.21%	Increased
4414	HC Hamilton Capital Columbus, Ohio	$1.54M	-$294K	2	0.15%	Reduced
4415	HWM HighMark Wealth Management St. Paul, Minnesota	$1.53M	+$289K	28	1.12%	Increased
4416	SHWM Silicon Hills Wealth Management Austin, Texas	$1.53M	+$24.8K	2	1.19%	Increased
4417	GB Goepper Burkhardt Greenville, South Carolina	$1.53M	+$60.5K	1	0.96%	Increased
4418	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$1.51M	-$925K	1	0.41%	Reduced
4419	BSG Black Swift Group Boulder, Colorado	$1.51M	+$972K	1	0.73%	Increased
4420	HGWM Horst & Graben Wealth Management Portland, Oregon	$1.5M	+$21.6K	2	0.42%	Increased
4421	SFPG Stonebridge Financial Planning Group Orlando, Florida	$1.49M	+$155K	9	0.79%	Increased
4422	TEE Tibra Equities Europe London, United Kingdom	$1.49M	+$1.37M	4	0.46%	New
4423	BP BFAM Partners Northpoint, Hong Kong, Hong Kong	$1.49M	+$1.31M	1	0.18%	New
4424	LP LGL Partners Philadelphia, Pennsylvania	$1.49M	-$5.62K	2	0.89%	Reduced
4425	CGFA Colton Groome Financial Advisors Asheville, North Carolina	$1.49M	+$1.4M	1	0.68%	New