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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
4801	GC Gibson Capital Wexford, Pennsylvania	$268K	$0	1	0.07%	Maintained
4802	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$267K	-$99.9M	1	0.02%	Reduced
4803	FC Ferris Capital Marlborough, Massachusetts	$265K	-$27.2M	1	0.1%	Reduced
4804	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$265K	+$254	1	0.15%	Increased
4805	TWP Total Wealth Planning Cincinnati, Ohio	$265K	+$19.6K	1	0.1%	Increased
4806	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$264K	+$4.83K	1	0.14%	Increased
4807	KIC Keating Investment Counselors Delray Beach, Florida	$264K	-$2.87K	1	0.12%	Reduced
4808	QVR San Francisco, California	$261K	+$5.64K	3	0.03%	Increased
4809	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$260K	+$1.27K	1	0.12%	Increased
4810	SCA Sassicaia Capital Advisers Jericho, New York	$259K	-$23.9M	1	0.27%	Reduced
4811	TWM Tanglewood Wealth Management Houston, Texas	$257K	$0	1	0.05%	Maintained
4812	TB Terril Brothers St. Louis, Missouri	$257K	+$25.4K	1	0.06%	Increased
4813	SC Saltoro Capital Dallas, Texas	$252K	-$906K	1	0.1%	Reduced
4814	CM Crestline Management Fort Worth, Texas	$250K	-$3.36M	1	0.02%	Reduced
4815	WFPG Waller Financial Planning Group Columbus, Ohio	$250K	$0	1	0.07%	Maintained
4816	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$249K	+$234K	1	0.15%	New
4817	SAM Silphium Asset Management London, United Kingdom	$248K	+$232K	1	0.09%	New
4818	FA Financial Advantage Columbia, Maryland	$247K	$0	3	0.21%	Maintained
4819	TI Telemetry Investments New York	$244K	-$1.18M	1	0.34%	Reduced
4820	FSWA Financial Synergies Wealth Advisors Houston, Texas	$244K	-$2.29K	1	0.03%	Reduced
4821	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$243K	$0	1	0.19%	Maintained
4822	4FG 4Thought Financial Group Syosset, New York	$241K	+$200K	1	0.22%	New
4823	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$240K	+$508	1	0.12%	Increased
4824	MWA Martel Wealth Advisors Vancouver, Washington	$238K	$0	1	0.06%	Maintained
4825	SFS Shaker Financial Services Arlington, Virginia	$234K	+$206K	1	0.09%	New