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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
6101	AWM Avondale Wealth Management West Lake Hills, Texas	$133K	-$94.7K	4	0.09%	Reduced
6102	GG Gleason Group Prospect, Kentucky	$129K	+$770	3	0.03%	Increased
6103	SPM Symmetry Peak Management Radnor, Pennsylvania	$123K	-$344K	3	0.22%	Reduced
6104	PLU Performa Ltd (US) Charleston, South Carolina	$115K	+$40.5K	9	0.05%	Increased
6105	RMC Regis Management Company Menlo Park, California	$109K	-$349K	1	0.03%	Reduced
6106	EMCIP Ewing Morris & Co Investment Partners Toronto, Ontario, Canada	$105K	-$876K	1	0.07%	Reduced
6107	MG MilWealth Group Milwaukee, Wisconsin	$105K	$0	2	0.03%	Maintained
6108	RWM Rockwood Wealth Management New Hope, Pennsylvania	$104K	+$101K	1	0.01%	New
6109	PS PayPay Securities Tokyo, Japan	$103K	-$4.97K	12	8.64%	Reduced
6110	APW Atlantic Private Wealth Chapel Hill, North Carolina	$93.8K	+$2.11K	2	0.08%	Increased
6111	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$93K	+$91.7K	4	0.07%	New
6112	BFS Bare Financial Services Gap, Pennsylvania	$91.9K	+$9.81K	2	0.05%	Increased
6113	WFA Wells Financial Advisors Framingham, Massachusetts	$76K	$0	1	0.05%	Maintained
6114	ARC Advisor Resource Council Dallas, Texas	$62.8K	-$9.24M	1	0.11%	Reduced
6115	SR Summer Road West Palm Beach, Florida	$62.1K	+$59.1K	2	0.06%	New
6116	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$54.3K	$0	1	0.01%	Maintained
6117	LPC Lion Point Capital New York	$44.7K	$0	1	0.08%	Maintained
6118	EC Elequin Capital New York	$32.7K	-$169K	3	0.01%	Reduced
6119	TCM Tanaka Capital Management New York	$30K	$0	1	0.07%	Maintained
6120	ACM ADAR1 Capital Management Austin, Texas	$24.7K	-$1.72M	1	0%	Reduced
6121	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$7.24K	+$3.87K	3	0%	Increased
6122	AMC Atlas Merchant Capital New York	$7.01K	$0	1	0%	Maintained
6123	FIG Fortress Investment Group New York	$2.23K	$0	1	0%	Maintained
6124	AGA Accuvest Global Advisors Provo, Utah	$0	-$8.03M	0	–	Closed
6125	ACM AIGH Capital Management Baltimore, Maryland	$0	-$5.82M	0	–	Closed