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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
4601	GCM Granby Capital Management Miami Beach, Florida	$810K	+$640K	1	0.58%	New
4602	BC Belmont Capital Los Angeles, California	$809K	+$272K	3	0.83%	Increased
4603	SG Strid Group Newtown Square, Pennsylvania	$809K	+$56.4K	2	0.18%	Increased
4604	IWA Inspirion Wealth Advisors Libertyville, Illinois	$806K	-$375K	1	0.2%	Reduced
4605	RRA Round Rock Advisors Wilton, Connecticut	$794K	-$432K	2	0.58%	Reduced
4606	ICM Infini Capital Management Central, Hong Kong	$785K	+$602K	2	0.83%	Increased
4607	IMF Infini Master Fund Hong Kong	$785K	+$602K	2	0.83%	Increased
4608	QC QCM Cayman Houston, Texas	$785K	+$713K	3	2.03%	New
4609	DA Denali Advisors San Diego, California	$779K	-$1.37M	3	0.3%	Reduced
4610	AW Avion Wealth The Woodlands, Texas	$776K	-$7.57K	9	0.24%	Reduced
4611	CWM Cahaba Wealth Management Atlanta, Georgia	$776K	-$304K	2	0.12%	Reduced
4612	LSA Lion Street Advisors Austin, Texas	$773K	+$728K	3	28.06%	New
4613	CWM Comprehensive Wealth Management Lynnwood, Washington	$769K	-$113K	1	0.77%	Reduced
4614	JA JVL Associates Wyoming, Michigan	$760K	-$29.5K	2	0.52%	Reduced
4615	KIG Kessler Investment Group Columbus, Indiana	$754K	-$2.45M	4	0.6%	Reduced
4616	GGI Godsey & Gibb Inc Richmond, Virginia	$753K	-$96M	3	0.45%	Reduced
4617	OMC Oasis Management Company Grand Cayman, Cayman Islands	$753K	-$3.19M	2	0.14%	Reduced
4618	SIS Susquehanna International Securities Dublin, Ireland	$753K	$0	1	0.65%	Maintained
4619	SL Salomon & Ludwin Richmond, Virginia	$748K	+$80.6K	1	0.12%	Increased
4620	AC Aperimus Capital Marina Del Rey, California	$744K	+$760K	1	1.2%	New
4621	ETS ESL Trust Services Rochester, New York	$743K	-$33.3K	1	0.22%	Reduced
4622	RWA RGT Wealth Advisors Dallas, Texas	$742K	-$136K	3	0.13%	Reduced
4623	Ruffer LLP London, United Kingdom	$742K	-$15.8K	1	0.02%	Reduced
4624	RC Rovin Capital Mesa, Arizona	$740K	+$203K	2	0.55%	Increased
4625	BWM Brickley Wealth Management San Mateo, California	$738K	+$70.9K	1	0.19%	Increased