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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	CI Chartist Inc Seal Beach, California	$275K	+$464	1	0.14%	Increased
4727	Peconic Partners New York	$271K	-$321K	1	0.03%	Reduced
4728	T TrueFG Cedar Park, Texas	$271K	$0	1	0.15%	Maintained
4729	SSC Syverson Strege & Co West Des Moines, Iowa	$270K	-$1.2M	6	0.28%	Reduced
4730	AWM Altus Wealth Management Ft Mitchell, Kentucky	$268K	$0	1	0.19%	Maintained
4731	BFP Briaud Financial Planning College Station, Texas	$266K	+$46.4K	1	0.2%	Increased
4732	GG Gleason Group Prospect, Kentucky	$265K	$0	2	0.1%	Maintained
4733	WFA Websterrogers Financial Advisors Florence, South Carolina	$265K	$0	1	0.07%	Maintained
4734	CIR Clear Investment Research Alpharetta, Georgia	$262K	+$12.1K	6	0.47%	Increased
4735	CFS Cannon Financial Strategists Athens, Georgia	$260K	-$1.39K	1	0.11%	Reduced
4736	FWM ForthRight Wealth Management Alpharetta, Georgia	$259K	-$217K	1	0.18%	Reduced
4737	SEM Strategic Equity Management Tucson, Arizona	$254K	+$10.7K	1	0.11%	Increased
4738	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$253K	+$239K	7	0.24%	New
4739	AlphaCore Capital La Jolla, California	$252K	-$48.7K	1	0.17%	Reduced
4740	TFA Tobias Financial Advisors Plantation, Florida	$252K	-$16.5K	1	0.11%	Reduced
4741	FIG Fortress Investment Group New York	$250K	-$3.72M	1	0.01%	Reduced
4742	HP Hartree Partners New York	$250K	+$264K	1	0.04%	New
4743	TM Titan Managers Scottsdale, Arizona	$249K	+$245K	1	0.26%	New
4744	RA Ramius Advisors New York	$247K	+$200K	1	0.07%	New
4745	KIC Keating Investment Counselors Delray Beach, Florida	$243K	$0	1	0.12%	Maintained
4746	CWA Cornerstone Wealth Advisors Edina, Minnesota	$241K	+$271K	1	0.09%	New
4747	CTC (Chicago Trading Company) Chicago, Illinois	$241K	+$9.63K	3	0.15%	Increased
4748	PHAM Portland Hill Asset Management London, United Kingdom	$238K	+$89.1K	2	0.16%	Increased
4749	ICM Infini Capital Management Central, Hong Kong	$237K	+$131K	1	1.46%	Increased
4750	IMF Infini Master Fund Hong Kong	$237K	+$131K	1	1.46%	Increased