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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	Delta Accumulation LLC Sausalito, California	$257K	+$330	1	0.06%	Increased
5627	SI Sapience Investments Newport Beach, California	$256K	-$6.27M	1	0.06%	Reduced
5628	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$254K	+$261K	11	0.2%	New
5629	BWM Biltmore Wealth Management Tempe, Arizona	$253K	+$330	1	0.12%	Increased
5630	JFG JDM Financial Group Austin, Texas	$253K	-$2.31K	5	0.23%	Reduced
5631	EA Evolution Advisers Richmond, Virginia	$249K	-$1K	5	0.18%	Reduced
5632	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$249K	-$9.25K	1	0.07%	Reduced
5633	SC Sykon Capital Harrison, New York	$248K	+$260K	1	0.11%	New
5634	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$247K	-$16.5K	1	0.14%	Reduced
5635	LJCM Lee Johnson Capital Management Fort Worth, Texas	$247K	-$6.28K	1	0.23%	Reduced
5636	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$245K	+$43.9K	1	0.16%	Increased
5637	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$245K	$0	1	0.17%	Maintained
5638	B BP London, United Kingdom	$243K	-$6.08K	1	1.78%	Reduced
5639	Saba Capital Management New York	$242K	-$385K	1	0.01%	Reduced
5640	CWP Corepath Wealth Partners Scottsdale, Arizona	$241K	+$14.5K	1	0.15%	Increased
5641	MFS McNamara Financial Services Marshfield, Massachusetts	$241K	-$33K	1	0.06%	Reduced
5642	SG Strid Group Newtown Square, Pennsylvania	$240K	-$21.5K	1	0.05%	Reduced
5643	EL EQ LLC Bellevue, Washington	$238K	+$9.91K	1	0.18%	Increased
5644	PHM Prospect Hill Management Short Hills, New Jersey	$237K	+$248K	1	0.16%	New
5645	TLP Tri Locum Partners New York	$235K	-$328K	1	0.08%	Reduced
5646	GFG GR Financial Group Tucson, Arizona	$234K	+$330	1	0.07%	Increased
5647	FI Fractal Investments Glastonbury, Connecticut	$233K	$0	1	0.05%	Maintained
5648	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$228K	$0	2	0.27%	Maintained
5649	Betterment LLC New York	$224K	+$235K	1	0%	New
5650	GG GenWealth Group Maplewood, New Jersey	$223K	$0	1	0.07%	Maintained