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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
6076	DeepCurrents Investment Group New York	$227K	-$160K	1	0.01%	Reduced
6077	WFS Weitzel Financial Services Dubuque, Iowa	$227K	$0	1	0.11%	Maintained
6078	LIA Luken Investment Analytics Brentwood, Tennessee	$226K	$0	3	0.11%	Maintained
6079	SGI Swan Global Investments Durango, Colorado	$223K	+$212K	1	0.01%	New
6080	SFS Shaker Financial Services Arlington, Virginia	$222K	$0	1	0.09%	Maintained
6081	HAS Horizon Advisory Services West Henrietta, New York	$222K	$0	1	0.11%	Maintained
6082	LFA Longview Financial Advisors Huntsville, Alabama	$221K	+$246	1	0.17%	Increased
6083	PPW PACK Private Wealth Wayzata, Minnesota	$220K	+$208K	1	0.14%	New
6084	CM Capital Management Glen Allen, Virginia	$219K	+$192K	1	0.04%	New
6085	LFA Livelsberger Financial Advisory Ashland, Ohio	$214K	+$202K	1	3.19%	New
6086	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$212K	-$987K	1	0.31%	Reduced
6087	RC Rareview Capital Las Vegas, Nevada	$210K	+$199K	1	0.2%	New
6088	HPC Hobart Private Capital Charlotte, North Carolina	$210K	+$198K	1	0.06%	New
6089	LPP Life Planning Partners Jacksonville, Florida	$210K	+$198K	1	0.19%	New
6090	CH CVS Health Woonsocket, Rhode Island	$206K	$0	1	0.1%	Maintained
6091	BFA Brown Financial Advisory Fairhope, Alabama	$204K	+$193K	1	0.16%	New
6092	AFG AFS Financial Group Bethesda, Maryland	$203K	-$185K	1	2.72%	Reduced
6093	EFP Envision Financial Planning Memphis, Tennessee	$203K	-$22.8K	1	0.15%	Reduced
6094	DCM Disciplina Capital Management Nashville, Tennessee	$193K	$0	2	0.03%	Maintained
6095	DEM Disciplined Equity Management Neptune Beach, Florida	$192K	$0	1	0.13%	Maintained
6096	JCP JB Capital Partners Armonk, New York	$182K	$0	1	0.04%	Maintained
6097	Millburn Ridgefield Corp New York	$176K	-$1.22K	2	0%	Reduced
6098	BL Bleichroeder LP New York	$162K	$0	1	0.05%	Maintained
6099	CH CVI Holdings Wilmington, Delaware	$154K	+$151K	1	0.13%	Increased
6100	HA HC Advisors Sandy Springs, Georgia	$134K	-$2.21M	1	0.12%	Reduced