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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	CCM Crabel Capital Management Los Angeles, California	$268K	+$284K	1	0.19%	New
6052	DJFS Dean Jacobson Financial Services Fort Worth, Texas	$266K	+$265K	1	0.2%	New
6053	DCM Disciplina Capital Management Nashville, Tennessee	$264K	+$59.2K	6	0.04%	Increased
6054	BWM Buska Wealth Management Wausau, Wisconsin	$263K	-$277K	1	0.09%	Reduced
6055	CH CVS Health Woonsocket, Rhode Island	$263K	$0	1	0.11%	Maintained
6056	NOI Newton One Investments Newark, Delaware	$261K	-$80K	1	0.1%	Reduced
6057	UI Unconventional Investor Portsmouth, New Hampshire	$260K	+$32.5K	1	0.16%	Increased
6058	BlueCrest Capital Management St Helier, Jersey	$258K	-$29M	1	0.01%	Reduced
6059	RBC Rye Brook Capital Greenwich, Connecticut	$258K	$0	1	0.37%	Maintained
6060	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$258K	-$258K	2	0.17%	Reduced
6061	FA FC Advisory West Chester, Pennsylvania	$255K	+$427	1	0.09%	Increased
6062	SFS Searcy Financial Services Overland Park, Kansas	$254K	+$225K	1	0.12%	New
6063	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$252K	+$427	1	0.16%	Increased
6064	RW Regimen Wealth Atlanta, Georgia	$250K	$0	1	0.08%	Maintained
6065	TIAAOA Teachers Insurance & Annuity Association of America New York	$250K	+$219K	2	0.38%	New
6066	ALS Andrew L. Share	$247K	$0	1	0.16%	Maintained
6067	WMRU William Marsh Rice University Houston, Texas	$245K	+$201K	1	0.29%	New
6068	II Ibex Investors Denver, Colorado	$244K	-$171K	1	0.28%	Reduced
6069	LWP Laurel Wealth Planning Edina, Minnesota	$244K	-$127K	1	0.16%	Reduced
6070	IPA Investment Planning Advisors Cumming, Georgia	$242K	$0	1	0.12%	Maintained
6071	LFA Longview Financial Advisors Huntsville, Alabama	$238K	-$16.5K	1	0.17%	Reduced
6072	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$234K	-$566K	4	0.37%	Reduced
6073	LFA Livelsberger Financial Advisory Ashland, Ohio	$234K	+$24.9K	2	4.9%	Increased
6074	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$233K	-$6.82M	1	0.13%	Reduced
6075	SA swisspartners Advisors Zurich, Switzerland	$233K	$0	1	0.21%	Maintained