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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
5926	BWA Brave Warrior Advisors New York	$385K	-$71.2K	1	0.01%	Reduced
5927	LWP Laurel Wealth Planning Edina, Minnesota	$385K	+$4.63K	1	0.27%	Increased
5928	AC AIFG Consultants Halfmoon, New York	$383K	+$2.49K	1	0.29%	Increased
5929	SA Sunesis Advisors Overland Park, Kansas	$382K	$0	1	0.23%	Maintained
5930	LG LAM Group Lake Oswego, Oregon	$380K	+$35.6K	3	0.35%	Increased
5931	AFS AFG Fiduciary Services Hingham, Massachusetts	$380K	-$49.8K	1	0.31%	Reduced
5932	DB Dravo Bay Rehoboth Beach, Delaware	$380K	+$12.1K	1	0.25%	Increased
5933	KCM Kennicott Capital Management Corte Madera, California	$377K	+$337K	1	0.19%	New
5934	EH EMG Holdings Old Greenwich, Connecticut	$377K	$0	1	0.06%	Maintained
5935	WI WJ Interests Sugar Land, Texas	$375K	$0	1	0.24%	Maintained
5936	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$373K	+$61K	5	0.41%	Increased
5937	MFG Marmo Financial Group Johnson City, Tennessee	$371K	+$9.61K	1	0.28%	Increased
5938	FSWA Financial Synergies Wealth Advisors Houston, Texas	$371K	-$590K	22	0.06%	Reduced
5939	EL Envoi LLC Chanhassen, Minnesota	$371K	$0	1	1.28%	Maintained
5940	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$370K	$0	1	0.31%	Maintained
5941	CWM Core Wealth Management Jupiter, Florida	$369K	$0	1	0.18%	Maintained
5942	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$369K	-$112K	1	0.09%	Reduced
5943	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$369K	-$8.4M	1	0.31%	Reduced
5944	YAL Your Advocates Ltd Houston, Texas	$369K	+$2.22K	10	0.15%	Increased
5945	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$366K	+$347K	1	0.32%	New
5946	CTA Camelot Technology Advisors San Francisco, California	$365K	+$285K	1	0.37%	New
5947	Regents of the University of California Oakland, California	$361K	$0	1	0.05%	Maintained
5948	LA Linden Advisors New York	$360K	$0	2	0%	Maintained
5949	CFO Custos Family Office Austin, Texas	$357K	+$5.34K	1	0.19%	Increased
5950	SWM Solano Wealth Management Fairfield, California	$356K	$0	1	0.21%	Maintained