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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
4826	NHFG New Harbor Financial Group Worcester, Massachusetts	$230K	$0	1	0.08%	Maintained
4827	RAM Roumell Asset Management Chevy Chase, Maryland	$228K	+$235K	1	0.27%	New
4828	SIA Stegner Investment Associates Louisville, Kentucky	$228K	+$214K	1	0.17%	New
4829	M1FG Mach-1 Financial Group Rogers, Arkansas	$227K	-$126K	5	0.16%	Reduced
4830	FRM Foundation Resource Management Little Rock, Arkansas	$223K	$0	1	0.05%	Maintained
4831	Sessa Capital New York	$223K	+$226K	1	0.01%	New
4832	Millburn Ridgefield Corp New York	$220K	+$214K	1	0.02%	New
4833	FPW Flagship Private Wealth Woburn, Massachusetts	$219K	+$30.9K	5	0.17%	Increased
4834	AAMC Asset Allocation & Management Company Chicago, Illinois	$218K	$0	1	0.1%	Maintained
4835	GG GenWealth Group Maplewood, New Jersey	$218K	+$205K	1	0.06%	New
4836	JAWM J. Arnold Wealth Management Youngstown, Ohio	$216K	+$203K	1	0.11%	New
4837	LWP Laurel Wealth Planning Edina, Minnesota	$213K	$0	4	0.19%	Maintained
4838	DIM DC Investments Management Mclean, Virginia	$211K	+$205K	1	0.5%	New
4839	AM Atwater Malick Lancaster, Pennsylvania	$208K	+$195K	1	0.12%	New
4840	SDAM Shulman DeMeo Asset Management Lake Success, New York	$207K	-$3.41M	1	0.08%	Reduced
4841	SL SWMG LLC Fort Worth, Texas	$207K	-$55.1K	1	0.12%	Reduced
4842	HA Harborview Advisors Portland, Maine	$206K	+$193K	1	0.12%	New
4843	CIM Cambria Investment Management Manhattan Beach, California	$205K	+$185K	1	0.04%	New
4844	CIM Cowen Investment Management New York	$205K	+$176K	1	0.05%	New
4845	Facet Wealth Inc Baltimore, Maryland	$205K	+$193K	1	0.03%	New
4846	CCI Credit Capital Investments Livingston, New Jersey	$204K	-$347K	1	0.18%	Reduced
4847	CM Cohanzick Management Pleasantville, New York	$203K	+$203K	1	0.06%	New
4848	HMS Hanseatic Management Services Albuquerque, New Mexico	$203K	-$410K	5	0.38%	Reduced
4849	SFBLI Southern Farm Bureau Life Insurance Jackson, Mississippi	$203K	+$175K	1	0.03%	New
4850	PS Portfolio Solutions Royal Oak, Michigan	$201K	+$200K	1	0.02%	New