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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	BWA BCU Wealth Advisors Vernon Hills, Illinois	$224K	+$215K	1	0.19%	New
6052	AFFA ALM First Financial Advisors Dallas, Texas	$223K	+$215K	1	0.06%	New
6053	M Murchinson Toronto, Ontario, Canada	$222K	-$34.5M	2	0.02%	Reduced
6054	OAP One Advisory Partners Overland Park, Kansas	$222K	+$214K	1	0.11%	New
6055	BWA Brave Warrior Advisors New York	$221K	-$202K	1	0%	Reduced
6056	RFP RCS Financial Planning Annapolis, Maryland	$220K	+$212K	1	0.14%	New
6057	SFS Searcy Financial Services Overland Park, Kansas	$219K	+$209K	1	0.11%	New
6058	WHCFA William Howard & Co Financial Advisors Memphis, Tennessee	$218K	+$228K	1	0.2%	New
6059	LWM Luminvest Wealth Management Scottsdale, Arizona	$214K	$0	1	0.13%	Maintained
6060	EFP Envision Financial Planning Memphis, Tennessee	$213K	+$205K	1	0.17%	New
6061	LA LPF Advisors Sarasota, Florida	$212K	-$61.5K	1	0.21%	Reduced
6062	LIA Luken Investment Analytics Brentwood, Tennessee	$211K	-$13.7K	3	0.11%	Reduced
6063	WFS Weitzel Financial Services Dubuque, Iowa	$211K	-$127K	1	0.11%	Reduced
6064	CWP Corepath Wealth Partners Scottsdale, Arizona	$210K	-$95.1K	1	0.23%	Reduced
6065	PIC Portland Investment Counsel Burlington, Ontario, Canada	$207K	-$44.5K	1	0.06%	Reduced
6066	CWA Cornerstone Wealth Advisors Edina, Minnesota	$203K	-$40.5K	1	0.06%	Reduced
6067	SFS Shaker Financial Services Arlington, Virginia	$202K	$0	1	0.08%	Maintained
6068	ICM Ionic Capital Management New York	$201K	-$4.13M	1	0.06%	Reduced
6069	EC Elequin Capital New York	$200K	-$1.25M	23	0.04%	Reduced
6070	JCP JB Capital Partners Armonk, New York	$193K	$0	1	0.04%	Maintained
6071	DCM Disciplina Capital Management Nashville, Tennessee	$188K	$0	2	0.03%	Maintained
6072	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$185K	-$251K	1	0.11%	Reduced
6073	DEM Disciplined Equity Management Neptune Beach, Florida	$181K	-$3.33M	1	0.12%	Reduced
6074	Millburn Ridgefield Corp New York	$178K	-$28.7K	2	0%	Reduced
6075	TWP TFO Wealth Partners Maumee, Ohio	$175K	-$80K	22	0.03%	Reduced