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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
5876	RA Ruggaard & Associates Hudson, Ohio	$2.38M	-$230K	2	0.85%	Reduced
5877	F4L Fortune 45 LLC Gonzales, Louisiana	$2.38M	+$54.4K	3	1.02%	Increased
5878	AV Alamea Verwaltungs Edison, New Jersey	$2.38M	+$597K	5	1.9%	Increased
5879	VIM Vista Investment Management Pittsburgh, Pennsylvania	$2.38M	+$21.1K	3	0.71%	Increased
5880	SC Sykon Capital Harrison, New York	$2.38M	+$1.24M	2	0.73%	Increased
5881	VR Valued Retirements Houston, Texas	$2.37M	-$2.02K	2	2.13%	Reduced
5882	WP Walleye Partners Madison, Wisconsin	$2.37M	+$44.7K	3	2.7%	Increased
5883	UAM Unifi Asset Management New York	$2.37M	-$3.19M	2	0.94%	Reduced
5884	SIC Sage Investment Counsel Franklin, Tennessee	$2.37M	+$857K	2	2.37%	Increased
5885	WAN Wealth Advisors Northwest Portland, Oregon	$2.37M	+$626K	2	0.81%	Increased
5886	DFP Donalies Financial Planning Washington, District of Columbia	$2.37M	-$23.9K	1	1.74%	Reduced
5887	PCU Palliser Capital (UK) London, United Kingdom	$2.36M	-$401K	1	1.27%	Reduced
5888	WG WMS Group Folsom, Louisiana	$2.36M	+$339K	2	3.05%	Increased
5889	AF Abound Financial Granite Bay, California	$2.36M	-$20.7K	14	0.94%	Reduced
5890	WP WealthSpring Partners Long Beach, California	$2.36M	-$1.46K	2	2.03%	Reduced
5891	CSF Capital Squared Financial Rockville, Maryland	$2.36M	-$12.8K	2	1.54%	Reduced
5892	CWMP Clarion Wealth Managment Partners Fairfax, Virginia	$2.36M	-$46.7K	3	1.9%	Reduced
5893	SC SMA Capital New York	$2.36M	+$2.03M	5	0.99%	Increased
5894	PCFFS Pacific Center for Financial Services San Ramon, California	$2.35M	-$9.62K	16	0.52%	Reduced
5895	FC Family CFO Los Altos, California	$2.34M	+$2.25M	2	0.9%	Increased
5896	AC Amitell Capital Singapore	$2.34M	+$2.62M	2	2.14%	New
5897	EA Echo45 Advisors Walnut Creek, California	$2.34M	-$559K	2	1.21%	Reduced
5898	RAS RPS Advisory Solutions Louisville, Kentucky	$2.34M	+$170K	2	1.54%	Increased
5899	BF Benchmark Financial Wilmington, Delaware	$2.34M	+$786K	3	1.9%	Increased
5900	PPA Painted Porch Advisors Santa Barbara, California	$2.33M	-$178K	2	1.02%	Reduced