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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	BHMP Bardin Hill Management Partners New York	$447K	-$352K	1	0.08%	Reduced
4727	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$440K	+$413K	1	0.09%	New
4728	NWA Navis Wealth Advisors Rye Brook, New York	$438K	-$451K	1	0.37%	Reduced
4729	NOI Newton One Investments Newark, Delaware	$437K	+$109K	4	0.35%	Increased
4730	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$436K	-$22K	2	0.24%	Reduced
4731	VC Vicus Capital State College, Pennsylvania	$435K	-$25.9M	1	0.07%	Reduced
4732	AFG Affinia Financial Group Burlington, Massachusetts	$428K	-$1.02K	1	0.26%	Reduced
4733	OPWM Oakwell Private Wealth Management Austin, Texas	$427K	+$401K	1	0.27%	New
4734	Howard Capital Management Roswell, Georgia	$423K	-$256K	1	0.08%	Reduced
4735	FC Fore Capital New York	$420K	$0	1	0.13%	Maintained
4736	JWM JFG Wealth Management Denver, Colorado	$419K	+$393K	1	0.18%	New
4737	GG Gleason Group Prospect, Kentucky	$418K	+$50.1K	3	0.15%	Increased
4738	BA Ballew Advisors Jackson, Mississippi	$417K	-$386K	1	0.29%	Reduced
4739	WHAM Windmill Hill Asset Management Waddesdon, United Kingdom	$415K	-$152K	1	0.22%	Reduced
4740	BWM Benchmark Wealth Management Old Lyme, Connecticut	$413K	$0	1	0.28%	Maintained
4741	AFG American Financial Group Cincinnati, Ohio	$412K	+$412K	1	0.11%	New
4742	IFA Interactive Financial Advisors New Lenox, Illinois	$411K	-$211K	3	0.17%	Reduced
4743	APC Asset Planning Corporation Knoxville, Tennessee	$410K	$0	1	0.4%	Maintained
4744	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$410K	$0	1	0.29%	Maintained
4745	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$408K	-$431K	3	0.27%	Reduced
4746	IWP IAG Wealth Partners Waukesha, Wisconsin	$402K	+$20.4K	10	0.14%	Increased
4747	SCP Silverleafe Capital Partners Germantown, Tennessee	$402K	-$127K	1	0.15%	Reduced
4748	CWM Chicago Wealth Management Chicago, Illinois	$398K	-$25.4K	1	0.29%	Reduced
4749	AGA Arkos Global Advisors Houston, Texas	$390K	+$38.1K	1	0.14%	Increased
4750	C1AG Client 1st Advisory Group Dunedin, Florida	$382K	$0	1	0.2%	Maintained