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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
4526	WIM Westside Investment Management Santa Monica, California	$651K	-$351K	18	1.78%	Reduced
4527	BC Bruce & Co Chicago, Illinois	$648K	-$13.1M	1	0.12%	Reduced
4528	JWM JFG Wealth Management Denver, Colorado	$645K	-$2.06M	1	0.35%	Reduced
4529	SC Soundwatch Capital Rowayton, Connecticut	$643K	+$2.79K	1	0.44%	Increased
4530	RFP Roth Financial Partners Kingwood, Texas	$638K	+$597K	2	0.63%	New
4531	CCM Colorado Capital Management Boulder, Colorado	$632K	+$32.3K	1	0.46%	Increased
4532	CAG Compass Advisory Group Melville, New York	$629K	+$608K	1	0.48%	New
4533	MFA McClarren Financial Advisors State College, Pennsylvania	$629K	+$586K	6	0.6%	New
4534	Cowen and Company New York	$625K	-$14.2M	2	0.06%	Reduced
4535	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$624K	$0	2	0.27%	Maintained
4536	SA SL Advisors Westfield, New Jersey	$619K	-$985	1	2%	Reduced
4537	AWA ARQ Wealth Advisors Scottsdale, Arizona	$607K	-$72.2K	1	0.38%	Reduced
4538	CIG Cairn Investment Group Vancouver, Washington	$606K	+$586K	1	0.57%	New
4539	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$601K	-$733K	1	6.19%	Reduced
4540	BIG Boothe Investment Group Dover, Delaware	$595K	-$20.4K	1	0.41%	Reduced
4541	OFS Oldfather Financial Services Kearney, Nebraska	$593K	+$72.5K	1	0.35%	Increased
4542	QF QVT Financial New York	$593K	$0	1	0.03%	Maintained
4543	SMF Sterling Manor Financial Saratoga Springs, New York	$591K	+$572K	1	0.55%	New
4544	TPW TL Private Wealth Southlake, Texas	$588K	+$1.5K	1	0.37%	Increased
4545	WWM WJ Wealth Management Glendale, Arizona	$585K	+$32.3K	1	1.82%	Increased
4546	HWA Heartwood Wealth Advisors Richmond, Virginia	$582K	$0	2	0.09%	Maintained
4547	SWA Sightline Wealth Advisors Groton, Connecticut	$581K	+$562K	1	0.57%	New
4548	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$580K	+$552K	2	0.58%	New
4549	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$574K	+$539K	2	4.91%	New
4550	NCP NexWave Capital Partners New York	$573K	+$312K	2	0.89%	Increased