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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
4726	GCM Greenland Capital Management New York	$6.46M	-$1.4M	7	0.8%	Reduced
4727	RWM Rialto Wealth Management Syracuse, New York	$6.45M	+$252K	80	1.28%	Increased
4728	CCM Cloud Capital Management Seattle, Washington	$6.45M	-$2.46M	3	2.35%	Reduced
4729	TA TFB Advisors Overland Park, Kansas	$6.44M	-$358K	6	2.84%	Reduced
4730	ODIJL One Day In July LLC Burlington, Vermont	$6.44M	+$249K	4	0.45%	Increased
4731	PWM Power Wealth Management Alpharetta, Georgia	$6.4M	-$3.13M	7	2.2%	Reduced
4732	TA TKG Advisors Valparaiso, Indiana	$6.4M	+$1.27M	2	2.22%	Increased
4733	EBA Eagle Bay Advisors New York	$6.39M	+$293K	7	4.79%	Increased
4734	RP Regal Partners Sydney, NSW, Australia	$6.38M	-$2.25M	6	0.35%	Reduced
4735	RBC Roble Belko & Company Sewickley, Pennsylvania	$6.38M	+$375K	13	0.69%	Increased
4736	WIM Walsky Investment Management Wyomissing, Pennsylvania	$6.37M	-$49K	2	5.92%	Reduced
4737	FI FinArc Investments Norwood, Massachusetts	$6.37M	+$716K	3	5.77%	Increased
4738	WI Westbourne Investments Alexandria, Virginia	$6.37M	-$3.85M	2	2.6%	Reduced
4739	WWM WT Wealth Management Scottsdale, Arizona	$6.36M	+$1.22M	3	1.76%	Increased
4740	WIA Westview Investment Advisors Burlington, Vermont	$6.36M	-$2.55M	2	3.11%	Reduced
4741	IIA Integrity Investment Advisors Fort Collins, Colorado	$6.35M	-$277K	2	2.76%	Reduced
4742	OFW Omnia Family Wealth Aventura, Florida	$6.35M	+$523K	4	1.7%	Increased
4743	AWM Activest Wealth Management Aventure, Florida	$6.34M	-$4.14M	76	1.22%	Reduced
4744	MPCA Madison Park Capital Advisors Seattle, Washington	$6.34M	+$9.39M	3	4.52%	Increased
4745	IPWA International Private Wealth Advisors San Diego, California	$6.34M	+$1.59M	2	3.26%	Increased
4746	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$6.34M	+$236K	27	1.71%	Increased
4747	BAM Broyhill Asset Management Charlotte, North Carolina	$6.34M	+$2.02M	5	5.63%	Increased
4748	HC Hara Capital Bellevue, Washington	$6.33M	+$199K	9	3.34%	Increased
4749	KA Kercheville Advisors San Antonio, Texas	$6.3M	-$2.41M	3	1.92%	Reduced
4750	AIP Avail Investment Partners Lemont, Pennsylvania	$6.29M	+$1.62M	8	4.84%	Increased