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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	Millburn Ridgefield Corp New York	$258K	+$10.6K	1	0.01%	Increased
5577	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$256K	+$227K	1	0.06%	New
5578	SL Savior LLC Wellesley Hills, Massachusetts	$256K	$0	4	0.21%	Maintained
5579	BFP Briaud Financial Planning College Station, Texas	$254K	-$6.12K	1	0.24%	Reduced
5580	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$253K	+$255	1	0.15%	Increased
5581	JCM J2 Capital Management Troy, Michigan	$253K	+$253K	1	0.39%	New
5582	NEPPG New England Professional Planning Group Westerly, Rhode Island	$253K	-$31.9K	1	0.15%	Reduced
5583	IWP Insight Wealth Partners Plano, Texas	$252K	+$223K	1	0.06%	New
5584	CCP Corbin Capital Partners New York	$251K	$0	1	0.14%	Maintained
5585	DK David Kennon Sarasota, Florida	$249K	+$221K	1	0.12%	New
5586	Flow Traders U.S. New York	$249K	+$236K	1	0.01%	New
5587	CM Cornerstone Management Duluth, Georgia	$249K	-$113K	6	0.06%	Reduced
5588	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$248K	+$255	1	0.15%	Increased
5589	SAM Silverhawk Asset Management Scottsdale, Arizona	$247K	$0	1	0.2%	Maintained
5590	JFG JDM Financial Group Austin, Texas	$246K	+$1.97K	6	0.23%	Increased
5591	TCM Tekne Capital Management New York	$246K	+$260K	1	0.07%	New
5592	IA IFS Advisors Overland Park, Kansas	$245K	-$2.27K	5	1%	Reduced
5593	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$244K	$0	1	0.08%	Maintained
5594	JCP JB Capital Partners Armonk, New York	$244K	$0	1	0.06%	Maintained
5595	IHWM Iron Horse Wealth Management Johston, Iowa	$244K	+$1.49K	11	0.12%	Increased
5596	CWM Cordatus Wealth Management Newtown, Pennsylvania	$243K	-$1.18M	1	0.31%	Reduced
5597	MWA Miller Wealth Advisors Ridgeway, Colorado	$240K	-$13.1M	1	1.17%	Reduced
5598	FF Fluent Financial Dallas, Texas	$240K	-$3.54M	1	0.16%	Reduced
5599	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$239K	+$211K	1	0.06%	New
5600	MWA Mills Wealth Advisors Southlake, Texas	$238K	-$19.1K	1	0.19%	Reduced