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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	SWP SIMA Wealth Partners North Chesterfield, Virginia	$231K	-$8.71K	3	0.2%	Reduced
6077	CCM Cambridge Capital Management O'fallon, Illinois	$231K	+$230K	1	0.15%	New
6078	SC Stephenson & Company San Clemente, California	$229K	+$225K	1	0.15%	New
6079	TF Theory Financial Fort Collins, Colorado	$228K	$0	1	0.1%	Maintained
6080	AFFA ALM First Financial Advisors Dallas, Texas	$228K	$0	1	0.06%	Maintained
6081	SW Schulz Wealth Mansfield, Texas	$227K	$0	1	0.18%	Maintained
6082	LIA Luken Investment Analytics Brentwood, Tennessee	$226K	-$1.57K	3	0.1%	Reduced
6083	BWA Brave Warrior Advisors New York	$226K	$0	1	0%	Maintained
6084	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$226K	$0	1	0.29%	Maintained
6085	AGM Alpine Global Management New York	$225K	-$18.8M	1	0.05%	Reduced
6086	FWM Fortress Wealth Management Culver City, California	$225K	-$159K	1	0.11%	Reduced
6087	KWM Kanen Wealth Management Coconut Creek, Florida	$224K	$0	1	0.12%	Maintained
6088	LPP Life Planning Partners Jacksonville, Florida	$221K	+$19.2K	1	0.2%	Increased
6089	RR Robotti Robert	$221K	+$196K	1	0.03%	New
6090	EC Elequin Capital New York	$219K	+$171K	22	0.02%	Increased
6091	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$217K	+$227K	1	0.03%	New
6092	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$215K	-$56.1K	6	0.15%	Reduced
6093	ULWM Upper Left Wealth Management Tampa, Florida	$213K	+$198K	1	0.19%	New
6094	PPW PACK Private Wealth Wayzata, Minnesota	$212K	$0	1	0.12%	Maintained
6095	SGI Swan Global Investments Durango, Colorado	$210K	-$5.56K	1	0.01%	Reduced
6096	WFS Weitzel Financial Services Dubuque, Iowa	$210K	$0	1	0.1%	Maintained
6097	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$210K	-$17.1K	1	0.02%	Reduced
6098	MAV Mason & Associates (Virginia) Newport News, Virginia	$208K	+$184K	1	0.06%	New
6099	SFS Shaker Financial Services Arlington, Virginia	$207K	$0	1	0.08%	Maintained
6100	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$206K	+$195K	1	0.13%	New