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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
5626	CFO Custos Family Office Austin, Texas	$233K	+$234K	1	0.19%	New
5627	SG Strid Group Newtown Square, Pennsylvania	$233K	$0	1	0.06%	Maintained
5628	MFG Marmo Financial Group Johnson City, Tennessee	$230K	+$230K	1	0.22%	New
5629	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$229K	$0	1	0.21%	Maintained
5630	RBC Rye Brook Capital Greenwich, Connecticut	$229K	$0	1	0.15%	Maintained
5631	SL Savior LLC Wellesley Hills, Massachusetts	$228K	$0	4	0.2%	Maintained
5632	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$226K	$0	1	0.03%	Maintained
5633	JCP JB Capital Partners Armonk, New York	$226K	+$263K	1	0.06%	New
5634	SCM Springhouse Capital Management Westport, Connecticut	$225K	$0	1	0.3%	Maintained
5635	CRG Cornerstone Retirement Group Reno, Nevada	$224K	+$224K	1	0.07%	New
5636	CWM Cadence Wealth Management Westborough, Massachusetts	$223K	+$219K	1	0.19%	New
5637	AM Atwater Malick Lancaster, Pennsylvania	$223K	-$15.6K	1	0.11%	Reduced
5638	IHWM Iron Horse Wealth Management Johston, Iowa	$221K	+$172K	5	0.12%	Increased
5639	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$218K	+$218K	1	0.11%	New
5640	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$218K	+$218K	1	0.21%	New
5641	BFP Briaud Financial Planning College Station, Texas	$217K	-$105K	1	0.18%	Reduced
5642	PHAM Portland Hill Asset Management London, United Kingdom	$217K	$0	2	0.6%	Maintained
5643	QVR San Francisco, California	$217K	-$16.3M	5	0.03%	Reduced
5644	QC Quantedge Capital Singapore	$216K	-$581K	1	0.07%	Reduced
5645	GCM Gator Capital Management Tampa, Florida	$216K	+$203K	1	0.16%	New
5646	MWA Mills Wealth Advisors Southlake, Texas	$216K	+$216K	1	0.2%	New
5647	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$215K	-$60.2K	1	0.12%	Reduced
5648	IR IAT Reinsurance New York	$211K	$0	1	0.04%	Maintained
5649	CI CPR Investments Rochester, Michigan	$210K	-$90.8K	1	0.21%	Reduced
5650	JFG JDM Financial Group Austin, Texas	$208K	+$208K	5	0.2%	New