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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
4626	LC Landaas & Company Milwaukee, Wisconsin	$6.99M	+$133K	5	1.27%	Increased
4627	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$6.98M	-$72.1K	3	2.49%	Reduced
4628	PAG Powers Advisory Group Highland, Illinois	$6.98M	-$251K	4	2.19%	Reduced
4629	FFG First Financial Group Raleigh, North Carolina	$6.97M	+$230K	3	5.04%	Increased
4630	OCAM Owl Creek Asset Management New York	$6.96M	+$1.62M	1	0.58%	Increased
4631	CIM Corbyn Investment Management Lutherville, Maryland	$6.95M	+$1.08M	5	2.01%	Increased
4632	GCM Generation Capital Management Pittsford, New York	$6.93M	+$10.3K	2	4.26%	Increased
4633	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$6.93M	-$225K	2	4.49%	Reduced
4634	SCM Sidoxia Capital Management Newport Beach, California	$6.93M	+$1.19M	6	5.08%	Increased
4635	NA Nautilus Advisors La Jolla, California	$6.93M	+$162K	8	4.09%	Increased
4636	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$6.93M	-$775K	31	1.68%	Reduced
4637	CWM Cahaba Wealth Management Atlanta, Georgia	$6.92M	+$84.4K	3	0.42%	Increased
4638	FI Fosun International Hong Kong, China	$6.92M	-$2.58M	5	1.55%	Reduced
4639	VCWM Vista Cima Wealth Management Surprise, Arizona	$6.92M	-$168K	2	5.15%	Reduced
4640	RCA Runnymede Capital Advisors Dublin, Ohio	$6.91M	-$387K	3	4.12%	Reduced
4641	SL SFM LLC Manchester, New Hampshire	$6.91M	-$2.39M	3	3.54%	Reduced
4642	OIA Oakmont Investment Advisors Pittsburgh, Pennsylvania	$6.91M	+$2.02M	6	4.8%	Increased
4643	MBWA Marin Bay Wealth Advisors San Anselmo, California	$6.91M	+$106K	4	3.71%	Increased
4644	SIC SJS Investment Consulting Sylvania, Ohio	$6.91M	+$356K	127	0.75%	Increased
4645	EM ELCO Management New York	$6.9M	+$441K	3	2.98%	Increased
4646	BDCMI Black Diamond Capital Management I St. Thomas,	$6.9M	+$7.49M	1	4.57%	New
4647	PG Prostatis Group Hanover, Maryland	$6.9M	+$712K	6	1.61%	Increased
4648	CCA Cadent Capital Advisors Tulsa, Oklahoma	$6.89M	-$121K	3	1.42%	Reduced
4649	OCWP Owl Creek Wealth Partners Denver, Colorado	$6.89M	+$84K	74	2.02%	Increased
4650	PPA Pilgrim Partners Asia Singapore	$6.88M	-$1.01M	3	2.94%	Reduced