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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	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$459K	+$532K	2	0.34%	New
4652	JCP JB Capital Partners Armonk, New York	$458K	+$481K	1	0.12%	New
4653	AL ACAS LLC Rancho Santa Fe, California	$448K	+$441K	1	0.7%	New
4654	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$448K	-$186K	1	4.03%	Reduced
4655	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$448K	-$1.33M	2	0.01%	Reduced
4656	SRA Summit Rock Advisors New York	$447K	+$581K	1	0.15%	New
4657	FWM Filbrandt Wealth Management Middleton, Wisconsin	$446K	+$51.8K	7	0.27%	Increased
4658	Summit Financial Parsippany, New Jersey	$446K	$0	1	0.06%	Maintained
4659	RC Rovin Capital Mesa, Arizona	$444K	+$437K	1	0.38%	New
4660	BSG Black Swift Group Boulder, Colorado	$441K	-$796K	5	0.14%	Reduced
4661	ACA Ascension Capital Advisors Houston, Texas	$440K	-$8.82K	1	0.3%	Reduced
4662	PWM Provident Wealth Management Brentwood, Tennessee	$440K	$0	1	0.49%	Maintained
4663	Charles Schwab Investment Advisory San Francisco, California	$436K	+$74.7K	1	0%	Increased
4664	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$435K	-$2.78K	1	0.05%	Reduced
4665	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$435K	+$38.5K	1	0.54%	Increased
4666	BF Blankinship & Foster Solana Beach, California	$432K	+$11.6K	1	0.18%	Increased
4667	EW Element Wealth Ridgeland, Mississippi	$432K	-$22.7K	1	0.36%	Reduced
4668	SFMG Sage Financial Management Group Mclean, Virginia	$431K	+$150K	5	0.33%	Increased
4669	FSG Financial Strategies Group Okemos, Michigan	$430K	-$667K	1	0.22%	Reduced
4670	BAM Banta Asset Management Newport Beach, California	$428K	$0	1	0.31%	Maintained
4671	JC Jentner Corp Akron, Ohio	$428K	-$22.3K	1	0.33%	Reduced
4672	BWM Blossom Wealth Management San Ramon, Ca, California	$427K	+$105K	1	4.96%	Increased
4673	DFA DHJJ Financial Advisors Naperville, Illinois	$424K	+$12.1K	1	0.25%	Increased
4674	SMG Smart Money Group Eastland, Texas	$424K	+$9.51K	1	0.35%	Increased
4675	PD Planning Directions Glen Mills, Pennsylvania	$421K	+$8.59K	1	0.33%	Increased