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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	EPM Elm Partners Management Philadelphia, Pennsylvania	$203K	+$201K	1	0.01%	New
6102	RC Rareview Capital Las Vegas, Nevada	$203K	$0	1	0.15%	Maintained
6103	SCM Sebold Capital Management Lisle, Illinois	$201K	-$62K	1	0.13%	Reduced
6104	EMCIP Ewing Morris & Co Investment Partners Toronto, Ontario, Canada	$195K	$0	1	0.09%	Maintained
6105	AWM Avondale Wealth Management West Lake Hills, Texas	$190K	+$33.6K	5	0.12%	Increased
6106	TC Torno Capital Cohasset, Massachusetts	$187K	-$123M	2	0.03%	Reduced
6107	DEM Disciplined Equity Management Neptune Beach, Florida	$185K	$0	1	0.12%	Maintained
6108	Millburn Ridgefield Corp New York	$166K	-$34.9K	2	0%	Reduced
6109	IV Industry Ventures San Francisco, California	$165K	-$9M	1	0.38%	Reduced
6110	RA Raffles Associates New York	$152K	-$38K	1	0.16%	Reduced
6111	BL Bleichroeder LP New York	$142K	$0	1	0.04%	Maintained
6112	BT Brandywine Trust Hockessin, Delaware	$142K	+$148K	1	0.02%	New
6113	PS PayPay Securities Tokyo, Japan	$142K	+$24.4K	12	12.61%	Increased
6114	HA HC Advisors Sandy Springs, Georgia	$135K	$0	1	0.11%	Maintained
6115	GG Gleason Group Prospect, Kentucky	$132K	-$4.37K	3	0.02%	Reduced
6116	PLU Performa Ltd (US) Charleston, South Carolina	$120K	+$8.31K	7	0.04%	Increased
6117	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$110K	-$163K	5	0.08%	Reduced
6118	JCP JB Capital Partners Armonk, New York	$110K	$0	1	0.02%	Maintained
6119	WFA Wells Financial Advisors Framingham, Massachusetts	$108K	+$31.7K	4	0.15%	Increased
6120	MG MilWealth Group Milwaukee, Wisconsin	$105K	$0	2	0.03%	Maintained
6121	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$103K	-$3.13K	3	0.07%	Reduced
6122	RWM Rockwood Wealth Management New Hope, Pennsylvania	$101K	$0	1	0.01%	Maintained
6123	BFS Bare Financial Services Gap, Pennsylvania	$94.6K	-$10.1K	2	0.04%	Reduced
6124	AS AM Squared Hong Kong	$63K	-$2.29M	1	0.14%	Reduced
6125	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$61.7K	$0	1	0.01%	Maintained