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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
4751	YCM Yakira Capital Management Westport, Connecticut	$507K	-$493K	1	0.08%	Reduced
4752	ICM ISZO Capital Management New York	$506K	+$405K	1	0.22%	New
4753	Nexpoint Asset Management Dallas, Texas	$505K	+$97K	2	0.09%	Increased
4754	LL LPWM LLC Minneapolis, Minnesota	$498K	-$45.4K	2	0.3%	Reduced
4755	CFG Compton Financial Group Towson, Maryland	$497K	$0	1	0.21%	Maintained
4756	Conservest Capital Advisors Wynnewood, Pennsylvania	$496K	-$26.2K	1	0.06%	Reduced
4757	MWM McNaughton Wealth Management San Diego, California	$494K	-$4.36K	1	0.35%	Reduced
4758	BAM Banta Asset Management Newport Beach, California	$492K	$0	1	0.47%	Maintained
4759	High Probability Advisors Pittsford, New York	$488K	+$107K	1	0.2%	Increased
4760	TPW TL Private Wealth Southlake, Texas	$487K	-$247K	1	0.27%	Reduced
4761	Cannon Financial Strategists Athens, Georgia	$484K	+$103K	1	0.19%	Increased
4762	SSC Syverson Strege & Co West Des Moines, Iowa	$482K	+$181K	14	0.38%	Increased
4763	BA Ballew Advisors Jackson, Mississippi	$464K	+$26.8K	1	0.34%	Increased
4764	GLI Guardian Life Insurance New York	$459K	+$545K	1	0.22%	New
4765	AFG Affinia Financial Group Burlington, Massachusetts	$453K	-$6.11K	1	0.29%	Reduced
4766	NOI Newton One Investments Newark, Delaware	$452K	+$2.09K	6	0.34%	Increased
4767	Oakwell Private Wealth Management Austin, Texas	$444K	$0	1	0.24%	Maintained
4768	Alaska Wealth Advisors Anchorage, Alaska	$439K	+$94K	1	0.08%	Increased
4769	JWM JFG Wealth Management Denver, Colorado	$436K	$0	1	0.21%	Maintained
4770	IAG Wealth Partners Waukesha, Wisconsin	$431K	$0	10	0.15%	Maintained
4771	BWM Benchmark Wealth Management Old Lyme, Connecticut	$430K	$0	1	0.3%	Maintained
4772	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$427K	$0	1	0.3%	Maintained
4773	SC Saltoro Capital Dallas, Texas	$427K	+$172K	1	0.15%	Increased
4774	SCA SMH Capital Advisors Fort Worth, Texas	$427K	-$2.67K	1	0.78%	Reduced
4775	APC Asset Planning Corporation Knoxville, Tennessee	$426K	$0	1	0.39%	Maintained