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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
5376	NCM Neumann Capital Management Foster City, California	$3.85M	-$10.1M	3	2.55%	Reduced
5377	YC Yunqi Capital Hong Kong	$3.85M	-$4.18M	1	3.08%	Reduced
5378	TIP Tandem Investment Partners Bordentown, New Jersey	$3.84M	+$11.9K	3	2.96%	Increased
5379	BWM BankPlus Wealth Management Jackson, Mississippi	$3.83M	-$369K	2	1.73%	Reduced
5380	LWM Langley Wealth Management Corinth, Mississippi	$3.83M	+$3.87M	5	3.73%	New
5381	BWM BCS Wealth Management Johnson City, Tennessee	$3.83M	+$429K	3	0.69%	Increased
5382	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$3.82M	-$491K	3	2.14%	Reduced
5383	EPG Estate Planners Group Yardley, Pennsylvania	$3.81M	-$1.82M	3	1.72%	Reduced
5384	BOTPPF Board of the Pension Protection Fund Croydon, United Kingdom	$3.81M	-$10.5M	8	3.61%	Reduced
5385	CFS Cannon Financial Strategists Athens, Georgia	$3.8M	+$2.68M	3	0.43%	Increased
5386	AV Aspiring Ventures Cincinnati, Ohio	$3.8M	-$3.91M	3	0.93%	Reduced
5387	FCFC First Citizens Financial Corp Mason City, Iowa	$3.8M	-$110K	3	1.59%	Reduced
5388	RK Rather & Kittrell Knoxville, Tennessee	$3.8M	+$627K	4	0.53%	Increased
5389	GCWM Guided Capital Wealth Management Houston, Texas	$3.8M	+$110K	2	2.22%	Increased
5390	ICM Islay Capital Management Lubbock, Texas	$3.8M	+$435K	6	1.76%	Increased
5391	SCPM Sea Cliff Partners Management San Francisco, California	$3.79M	+$3.55M	1	1.68%	New
5392	PM Parametrica Management Wanchai, Hong Kong	$3.79M	+$4.02M	1	2.97%	New
5393	WWMP Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania	$3.79M	+$261K	3	3.06%	Increased
5394	FCM FJ Capital Management Mclean, Virginia	$3.78M	-$10.3M	1	0.49%	Reduced
5395	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$3.77M	+$1.46M	10	0.84%	Increased
5396	LCG Lakeshore Capital Group Rolling Meadows, Illinois	$3.77M	+$1.37M	3	2.79%	Increased
5397	AFG Altiora Financial Group Lebanon, Ohio	$3.77M	+$220K	4	0.59%	Increased
5398	NCM New Capital Management Houston, Texas	$3.77M	+$105	2	0.86%	Increased
5399	LOIP Live Oak Investment Partners Austin, Texas	$3.76M	+$121K	2	2.03%	Increased
5400	SG Sankala Group Lyons, Colorado	$3.76M	+$68K	19	2.51%	Increased