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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
5601	MWM Magnolia Wealth Management Dothan, Alabama	$236K	+$209K	1	0.24%	New
5602	Delta Accumulation LLC Sausalito, California	$234K	-$262K	1	0.14%	Reduced
5603	PA Prism Advisors Studio City, California	$234K	+$207K	1	0.08%	New
5604	CA Crane Advisory Fullerton, California	$233K	-$65.8K	1	0.08%	Reduced
5605	NHFG New Harbor Financial Group Worcester, Massachusetts	$232K	$0	1	0.08%	Maintained
5606	BWM Biltmore Wealth Management Tempe, Arizona	$230K	+$204K	1	0.09%	New
5607	VF Vawter Financial Columbus, Ohio	$228K	+$193K	1	0.23%	New
5608	AC AIFG Consultants Halfmoon, New York	$225K	+$199K	1	0.19%	New
5609	TF Threadgill Financial Spring, Texas	$224K	+$199K	1	0.27%	New
5610	PWM Pacific Wealth Management San Diego, California	$224K	+$198K	1	0.14%	New
5611	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$224K	+$198K	1	0.15%	New
5612	BF Brooklyn FI New York	$223K	+$49.6K	1	0.21%	New
5613	HI Harper Investing Santa Clara, California	$223K	-$282K	1	0.28%	Reduced
5614	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$221K	+$196K	1	0.26%	New
5615	GCM Gator Capital Management Tampa, Florida	$220K	$0	1	0.17%	Maintained
5616	MFS McNamara Financial Services Marshfield, Massachusetts	$220K	+$195K	1	0.05%	New
5617	BM Belfer Management New York	$219K	+$185K	1	5.67%	New
5618	EA Evolution Advisers Richmond, Virginia	$219K	-$2.17K	6	0.16%	Reduced
5619	SAM Stone Asset Management Austin, Texas	$218K	-$178K	1	0.35%	Reduced
5620	RMC Regis Management Company Menlo Park, California	$216K	-$832K	1	0.07%	Reduced
5621	FI Fractal Investments Glastonbury, Connecticut	$214K	$0	1	0.05%	Maintained
5622	GFG GR Financial Group Tucson, Arizona	$213K	+$188K	1	0.08%	New
5623	RFS Retirement Financial Solutions Knoxville, Tennessee	$210K	+$124K	1	0.17%	Increased
5624	TB Terril Brothers St. Louis, Missouri	$209K	+$185K	1	0.1%	New
5625	EL EQ LLC Bellevue, Washington	$209K	+$185K	1	0.16%	New