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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
5501	WC Wexford Capital West Palm Beach, Florida	$239K	-$3.79M	1	0.01%	Reduced
5502	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$238K	+$233K	1	0.21%	New
5503	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$238K	-$858K	3	0.1%	Reduced
5504	KIC Keating Investment Counselors Delray Beach, Florida	$234K	$0	1	0.1%	Maintained
5505	RI Rinkey Investments San Diego, California	$233K	-$5.49K	1	0.23%	Reduced
5506	RC Ronit Capital London, United Kingdom	$231K	+$226K	1	0.29%	New
5507	JCG John C. Goff	$229K	$0	1	0.21%	Maintained
5508	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$228K	-$23.8K	1	0.14%	Reduced
5509	TC TradeLink Capital Chicago, Illinois	$227K	+$204K	1	1.91%	New
5510	EL EQ LLC Bellevue, Washington	$223K	-$11.4K	1	0.16%	Reduced
5511	MWM Magnolia Wealth Management Dothan, Alabama	$219K	$0	1	0.23%	Maintained
5512	GG GenWealth Group Maplewood, New Jersey	$218K	$0	1	0.06%	Maintained
5513	FA FC Advisory West Chester, Pennsylvania	$217K	-$4.21K	1	0.09%	Reduced
5514	PFM Phillips Financial Management Fort Wayne, Indiana	$217K	+$212K	1	0.02%	New
5515	SPM Saddle Point Management New York	$216K	+$230K	1	2.77%	New
5516	CWA Centennial Wealth Advisory Traverse City, Michigan	$215K	+$215K	1	0.12%	New
5517	WHAM Windmill Hill Asset Management Waddesdon, United Kingdom	$213K	-$81.4K	1	0.11%	Reduced
5518	WH Whitcomb & Hess Ashland, Ohio	$212K	+$301	1	0.08%	Increased
5519	NPI New Perspectives Inc Ridgeland, Mississippi	$211K	-$3.91K	1	0.15%	Reduced
5520	CM Cohanzick Management Pleasantville, New York	$210K	$0	1	0.05%	Maintained
5521	SWA Safir Wealth Advisors Greenland, New Hampshire	$210K	+$205K	1	0.18%	New
5522	Fund Evaluation Group Cincinnati, Ohio	$207K	+$207K	1	0.01%	New
5523	UFM Ursa Fund Management Danville, California	$205K	+$1.97M	1	0.08%	New
5524	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$204K	$0	2	0.08%	Maintained
5525	SC Schoolcraft Capital Boulder, Colorado	$203K	+$22.5K	1	0.06%	Increased