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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
6051	WPWM Windward Private Wealth Management Overland Park, Kansas	$208K	+$196K	1	0.09%	New
6052	SW Schulz Wealth Mansfield, Texas	$206K	+$195K	1	0.2%	New
6053	ACM Anfield Capital Management Irvine, California	$205K	+$194K	1	0.11%	New
6054	CAM Cobblestone Asset Management Richmond, Virginia	$203K	-$28.8K	1	0.15%	Reduced
6055	SA swisspartners Advisors Zurich, Switzerland	$203K	$0	1	0.18%	Maintained
6056	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$202K	-$32K	1	0.08%	Reduced
6057	LWM Luminvest Wealth Management Scottsdale, Arizona	$201K	+$178K	1	0.13%	New
6058	WWWM White Wing Wealth Management The Wodlands, Texas	$201K	+$191K	1	0.18%	New
6059	DCM Disciplina Capital Management Nashville, Tennessee	$200K	$0	2	0.04%	Maintained
6060	LIA Luken Investment Analytics Brentwood, Tennessee	$199K	$0	3	0.11%	Maintained
6061	Millburn Ridgefield Corp New York	$195K	-$3.88K	2	0.01%	Reduced
6062	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$194K	+$27K	6	0.16%	Increased
6063	JCP JB Capital Partners Armonk, New York	$194K	$0	1	0.04%	Maintained
6064	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$187K	$0	3	0.13%	Maintained
6065	AIM Ausbil Investment Management Sydney, Australia	$184K	+$189K	1	0.1%	New
6066	TOCUITCONY Trustees of Columbia University in the City of New York New York	$158K	+$138K	1	0.33%	New
6067	TFG Team Financial Group Temecula, California	$152K	+$12.1K	4	0.11%	Increased
6068	CA Crewe Advisors Salt Lake City, Utah	$149K	-$394K	8	0.02%	Reduced
6069	BL Bleichroeder LP New York	$143K	-$274K	1	0.03%	Reduced
6070	PS PayPay Securities Tokyo, Japan	$126K	-$345	12	6.19%	Reduced
6071	ACM Atalaya Capital Management New York	$116K	$0	1	0.17%	Maintained
6072	ECM Engine Capital Management New York	$100K	$0	1	0.02%	Maintained
6073	MG MilWealth Group Milwaukee, Wisconsin	$99.8K	$0	2	0.03%	Maintained
6074	CW Cooksen Wealth The Woodlands, Texas	$91.1K	+$85.9K	2	0.1%	New
6075	BFS Bare Financial Services Gap, Pennsylvania	$89K	+$84.9K	2	0.18%	New