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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
4651	IWP Insight Wealth Partners Plano, Texas	$305K	$0	1	0.19%	Maintained
4652	NM Newtyn Management New York	$303K	+$295K	1	0.07%	New
4653	BWM Blossom Wealth Management San Ramon, Ca, California	$302K	+$293K	1	6.75%	New
4654	C1AG Client 1st Advisory Group Dunedin, Florida	$300K	$0	1	0.19%	Maintained
4655	NMC Nine Masts Capital Central, Hong Kong	$300K	+$240K	1	0.26%	New
4656	IWP IAG Wealth Partners Waukesha, Wisconsin	$299K	-$3.44K	7	0.12%	Reduced
4657	NFP Novak Financial Planning Bel Air, Maryland	$297K	+$287K	1	0.17%	New
4658	KWP Keystone Wealth Partners Chandler, Arizona	$296K	+$286K	1	0.23%	New
4659	PFG Piershale Financial Group Barrington, Illinois	$295K	+$286K	1	0.14%	New
4660	WFAG Wescott Financial Advisory Group Philadelphia, Pennsylvania	$293K	+$284K	1	0.21%	New
4661	GG Gleason Group Prospect, Kentucky	$291K	+$430	2	0.14%	Increased
4662	OCM Orchard Capital Management Chicago, Illinois	$288K	+$267K	1	0.12%	New
4663	AlphaCore Capital La Jolla, California	$284K	+$21.1K	1	0.21%	Increased
4664	BWI Beacon Wealthcare Inc Raleigh, North Carolina	$283K	-$20.2K	1	0.16%	Reduced
4665	EL EQ LLC Bellevue, Washington	$275K	+$266K	1	0.25%	New
4666	TFA Tranquilli Financial Advisor Clinton, New Jersey	$275K	+$253K	1	0.25%	New
4667	ACP Aveo Capital Partners Englewood, Colorado	$274K	-$746K	1	0.42%	Reduced
4668	Regents of the University of California Oakland, California	$273K	$0	1	0.04%	Maintained
4669	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$272K	-$211K	28	4.06%	Reduced
4670	EPM Equitec Proprietary Markets Chicago, Illinois	$270K	+$357K	1	0.07%	New
4671	PIN Prudent Investors Network Lake Forest, California	$266K	-$310K	1	0.16%	Reduced
4672	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$263K	+$3.23K	1	0.11%	Increased
4673	CI Chartist Inc Seal Beach, California	$259K	+$215	1	0.14%	Increased
4674	MD Financial Management Ottawa, Ontario, Canada	$258K	+$244K	5	0.01%	New
4675	SFMG Sage Financial Management Group Mclean, Virginia	$257K	+$249K	1	0.2%	New