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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
5526	CI CAZ Investments Houston, Texas	$169K	-$846K	3	0.1%	Reduced
5527	DCM Disciplina Capital Management Nashville, Tennessee	$162K	-$1.18K	4	0.03%	Reduced
5528	MG MilWealth Group Milwaukee, Wisconsin	$138K	-$68.8K	8	0.05%	Reduced
5529	TCM Tuttle Capital Management Riverside, Connecticut	$137K	-$117K	1	0.21%	Reduced
5530	TWP TFO Wealth Partners Maumee, Ohio	$134K	-$134K	4	0.03%	Reduced
5531	GWA Gibson Wealth Advisors Tyler, Texas	$107K	+$104K	3	0.11%	New
5532	CFRPA Castle Financial & Retirement Planning Associates Fair Haven, New Jersey	$100K	+$109K	6	0.34%	New
5533	SC Saban Cheryl	$92K	-$65.9K	1	14.86%	Reduced
5534	CTC (Chicago Trading Company) Chicago, Illinois	$91.7K	-$119K	6	0.04%	Reduced
5535	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$85K	$0	6	0.01%	Maintained
5536	AWA Artemis Wealth Advisors New York	$79.2K	-$4.36K	1	0.01%	Reduced
5537	SONA Asset Management (US) New York	$73K	+$109K	1	0.04%	New
5538	WFA Wells Financial Advisors Framingham, Massachusetts	$57K	$0	1	0.05%	Maintained
5539	TCM Tanaka Capital Management New York	$53K	-$2.89K	1	0.1%	Reduced
5540	BWS BCR Wealth Strategies Vestavia, Alabama	$47K	+$45K	1	0.04%	New
5541	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$46K	-$68.2K	3	0.05%	Reduced
5542	CFG CNO Financial Group Carmel, Indiana	$40K	+$45.9K	1	0.04%	New
5543	Global Retirement Partners San Rafael, California	$40K	-$39.8M	6	0.03%	Reduced
5544	HFS Horizon Financial Services Winston Salem, North Carolina	$35.7K	+$39.5K	1	0.02%	Increased
5545	Belvedere Trading Chicago, Illinois	$33K	-$908K	2	0%	Reduced
5546	Peconic Partners New York	$32K	-$35.6K	1	0%	Reduced
5547	PLU Performa Ltd (US) Charleston, South Carolina	$30K	+$4.3K	9	0.02%	Increased
5548	NWM Navigation Wealth Management Fort Collins, Colorado	$17K	-$8K	2	0.02%	Reduced
5549	TCA Teewinot Capital Advisers New York	$16K	$0	1	0%	Maintained
5550	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$16K	-$232K	3	0.01%	Reduced