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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
4701	HA Havens Advisors New York	$209K	+$203K	1	0.19%	New
4702	SIA Stegner Investment Associates Louisville, Kentucky	$209K	+$199K	1	0.18%	New
4703	FPW Flagship Private Wealth Woburn, Massachusetts	$208K	+$203K	5	0.19%	New
4704	SL SWMG LLC Fort Worth, Texas	$207K	+$200K	1	0.15%	New
4705	BFP Briaud Financial Planning College Station, Texas	$206K	+$200K	1	0.13%	New
4706	MAS Managed Account Services Coconut Grove, Florida	$205K	-$11K	1	0.06%	Reduced
4707	WFPG Waller Financial Planning Group Columbus, Ohio	$205K	-$58.5K	1	0.06%	Reduced
4708	FA Financial Advantage Columbia, Maryland	$201K	+$3.79K	3	0.19%	Increased
4709	AAMC Asset Allocation & Management Company Chicago, Illinois	$200K	-$488K	1	0.13%	Reduced
4710	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$200K	+$194K	1	0.16%	New
4711	SCA Sassicaia Capital Advisers Jericho, New York	$200K	+$194K	1	0.41%	New
4712	SFS Shaker Financial Services Arlington, Virginia	$200K	+$193K	1	0.08%	New
4713	OGC One68 Global Capital New York	$183K	+$74.6K	1	0.37%	Increased
4714	BEP Brookside Equity Partners Stamford, Connecticut	$166K	+$144K	1	0.03%	New
4715	IHWM Iron Horse Wealth Management Johston, Iowa	$164K	+$155K	5	0.13%	New
4716	ICM Infini Capital Management Central, Hong Kong	$159K	+$146K	2	0.13%	New
4717	IMF Infini Master Fund Hong Kong	$159K	+$146K	2	0.13%	New
4718	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$151K	+$146K	2	0.1%	New
4719	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$151K	+$28.6K	12	0.07%	Increased
4720	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$150K	+$1.48K	1	0.13%	Increased
4721	PHAM Portland Hill Asset Management London, United Kingdom	$145K	+$150K	2	0.1%	New
4722	IA IFS Advisors Overland Park, Kansas	$144K	+$137K	6	0.11%	New
4723	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$143K	+$138K	1	0.12%	New
4724	BI Bulldog Investors Saddle Brook, New Jersey	$131K	-$1.15M	1	0.05%	Reduced
4725	JSAM J. Safra Asset Management New York	$129K	$0	1	0.07%	Maintained