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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	WFA Wells Financial Advisors Framingham, Massachusetts	$116K	+$112K	1	0.1%	New
4727	LIA Luken Investment Analytics Brentwood, Tennessee	$114K	+$109K	4	0.08%	New
4728	TI tru Independence Portland, Oregon	$113K	+$3.62M	44	0.21%	Increased
4729	YAL Your Advocates Ltd Houston, Texas	$110K	+$42.6K	4	0.08%	Increased
4730	AFS Amtrust Financial Services New York	$107K	+$114K	1	0.05%	New
4731	MS Marshall & Sullivan Seattle, Washington	$99.9K	-$11.9M	3	0.06%	Reduced
4732	ARIS Advanced Research Investment Solutions Los Angeles, California	$88K	+$84.5K	2	0.13%	New
4733	DCM Disciplina Capital Management Nashville, Tennessee	$74.9K	+$69.4K	5	0.04%	New
4734	BL Bleichroeder LP New York	$72K	$0	1	0.01%	Maintained
4735	SWA Safir Wealth Advisors Greenland, New Hampshire	$69K	+$66.9K	1	0.06%	New
4736	MWC MKD Wealth Coaches Troy, Michigan	$67K	$0	1	0.11%	Maintained
4737	MG MilWealth Group Milwaukee, Wisconsin	$64.1K	$0	1	0.03%	Maintained
4738	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$63K	+$5.59K	3	0.01%	Increased
4739	HS HighVista Strategies Boston, Massachusetts	$60K	+$53.3K	1	0.04%	New
4740	TCM Tanaka Capital Management New York	$52K	$0	1	0.12%	Maintained
4741	EAM Exos Asset Management New York	$43K	+$41.8K	1	0.07%	New
4742	ES Equitec Specialists Chicago, Illinois	$35K	-$45.9K	1	0%	Reduced
4743	PLU Performa Ltd (US) Charleston, South Carolina	$30K	+$29K	9	0.02%	New
4744	TWP TFO Wealth Partners Maumee, Ohio	$29K	-$485K	2	0.01%	Reduced
4745	GIA Goodwin Investment Advisory Woodstock, Georgia	$28K	+$27.5K	1	0.03%	New
4746	CAM Chandler Asset Management San Diego, California	$25.5K	+$23.8K	1	0.01%	New
4747	TAM TFG Asset Management Grand Cayman, Cayman Islands	$23K	$0	1	0%	Maintained
4748	LGWM Litman Gregory Wealth Management Larkspur, California	$16K	-$16K	2	0%	Reduced
4749	TCA Teewinot Capital Advisers New York	$16K	$0	1	0.01%	Maintained
4750	RG Redmile Group San Francisco, California	$13K	$0	1	0%	Maintained