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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
5401	FWM ForthRight Wealth Management Alpharetta, Georgia	$420K	-$181K	1	0.22%	Reduced
5402	CCA Cruiser Capital Advisors Stamford, Connecticut	$419K	-$530K	1	0.35%	Reduced
5403	FC Family CFO Los Altos, California	$416K	+$130	4	0.42%	Increased
5404	TLFA True Link Financial Advisors San Francisco, California	$416K	-$125K	1	0.06%	Reduced
5405	Ruffer LLP London, United Kingdom	$415K	-$375K	1	0.01%	Reduced
5406	SFMG Sage Financial Management Group Mclean, Virginia	$415K	+$96K	1	0.28%	Increased
5407	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$414K	+$61.7K	1	0.22%	Increased
5408	ACK Andrew C. Karlinski	$411K	+$114K	11	0.75%	Increased
5409	GC Gibson Capital Wexford, Pennsylvania	$407K	+$3.61K	1	0.1%	Increased
5410	LC Longitude (Cayman) Grand Cayman, Cayman Islands	$406K	+$474K	1	0.39%	New
5411	PFG Piershale Financial Group Barrington, Illinois	$406K	$0	1	0.37%	Maintained
5412	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$405K	+$394K	3	0.43%	New
5413	M1FG Mach-1 Financial Group Rogers, Arkansas	$399K	+$1.33K	7	0.27%	Increased
5414	TSA Tri-Star Advisors Houston, Texas	$394K	+$37.3K	1	0.18%	Increased
5415	WCM Wallace Capital Management Dallas, Texas	$393K	-$235K	1	0.06%	Reduced
5416	AFA Atlas Financial Advisors Oroville, California	$391K	+$12K	1	0.39%	Increased
5417	QAM Q3 Asset Management Birmingham, Michigan	$386K	+$367K	1	0.18%	New
5418	NWA Navis Wealth Advisors Rye Brook, New York	$384K	-$5.22K	1	0.34%	Reduced
5419	GCGDR Genoa Capital Gestora de Recursos Sao Paulo,	$382K	+$3.73M	1	0.6%	New
5420	EAM Exos Asset Management New York	$382K	-$31.4K	4	0.16%	Reduced
5421	FEM Fulcrum Equity Management Plano, Texas	$380K	-$2.33M	1	0.23%	Reduced
5422	WAM WFA Asset Management Whitefish Bay, Wisconsin	$379K	+$22.4K	7	0.25%	Increased
5423	T TrueFG Cedar Park, Texas	$378K	+$903	1	0.17%	Increased
5424	HFM Hartford Funds Management Wayne, Pennsylvania	$375K	+$97.8K	1	0.04%	Increased
5425	SAM Stone Asset Management Austin, Texas	$373K	-$12K	1	0.21%	Reduced