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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
5576	MAMU Myriad Asset Management US West Palm Beach, Florida	$3.17M	+$165K	2	4.38%	Increased
5577	SWM Stronghold Wealth Management Tampa, Florida	$3.17M	-$328K	4	4.25%	Reduced
5578	CPL CAP Partners LLC Franklin, Tennessee	$3.17M	+$44.9K	3	1.55%	Increased
5579	MCM Mork Capital Management Healdsburg, California	$3.17M	+$3.18M	2	2.03%	New
5580	HCM Hutner Capital Management Manchester, Vermont	$3.17M	+$1.04M	1	1.26%	Increased
5581	TFA Tranquilli Financial Advisor Clinton, New Jersey	$3.17M	+$1.27M	5	1.7%	Increased
5582	KL KIM LLC Wichita, Kansas	$3.16M	$0	1	0.32%	Maintained
5583	CCMI Creative Capital Management Investments San Diego, California	$3.16M	+$1.2M	66	0.73%	Increased
5584	SC Seldon Capital San Francisco, California	$3.15M	-$27.7M	4	0.99%	Reduced
5585	UA Unison Advisors Washington, District of Columbia	$3.15M	+$3.64M	1	0.22%	New
5586	NC North Capital Salt Lake City, Utah	$3.14M	+$47.6K	4	2.38%	Increased
5587	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$3.14M	+$970K	3	0.77%	Increased
5588	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$3.14M	-$8.79M	8	2.46%	Reduced
5589	CWL Causey Wealth LLC Greenwood Village, Colorado	$3.13M	+$2.02K	3	1.22%	Increased
5590	MCI MRP Capital Investments Alpharetta, Georgia	$3.13M	-$106K	6	2.31%	Reduced
5591	KSWWM Keyes Stange & Wooten Wealth Management Daytona Beach, Florida	$3.13M	-$243K	2	1.25%	Reduced
5592	PIP Philadelphia Investment Partners Voorhees, New Jersey	$3.12M	-$35.6K	5	1.94%	Reduced
5593	WCM Warburton Capital Management Tulsa, Oklahoma	$3.12M	+$738K	4	1.27%	Increased
5594	DA Dougherty & Associates Spring Hill, Florida	$3.12M	-$348K	1	2.5%	Reduced
5595	CT ClearAlpha Technologies Greenwich, Connecticut	$3.11M	+$3.32M	3	5.34%	Increased
5596	DCM Dorato Capital Management Denver, Colorado	$3.11M	+$481K	10	2.11%	Increased
5597	PSA Plum Street Advisors New Orleans, Louisiana	$3.11M	+$4.45K	3	0.99%	Increased
5598	GPA Guidance Point Advisors Wellesley, Massachusetts	$3.1M	+$176K	2	0.65%	Increased
5599	GWM Gilpin Wealth Management Denver, Colorado	$3.09M	+$312K	33	2.14%	Increased
5600	SIP Snowwater Investment Partners Fairfield, Connecticut	$3.09M	+$258K	3	2.14%	Increased