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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
6476	Karpus Investment Management Pittsford, New York	$1.15M	$0	2	0.03%	Maintained
6477	KBG Kahn Brothers Group New York	$1.15M	+$30.8K	2	0.18%	Increased
6478	VL Vima LLC Troy, Michigan	$1.15M	+$1.21M	5	1.12%	New
6479	MF Manuka Financial Richmond, Virginia	$1.15M	+$906	2	0.6%	Increased
6480	CCWP Cedar Cove Wealth Partners Bloomington, Minnesota	$1.15M	+$115K	3	0.54%	Increased
6481	BFS Bare Financial Services Gap, Pennsylvania	$1.15M	+$384K	81	0.26%	Increased
6482	SG Stanich Group Montauk, New York	$1.14M	+$35.7K	2	0.72%	Increased
6483	SI Stirlingshire Investments New York	$1.14M	+$111K	3	0.85%	Increased
6484	HC Hurley Capital New York	$1.14M	+$132K	20	0.59%	Increased
6485	AA Auctus Advisors Charlotte, North Carolina	$1.14M	-$162K	2	0.96%	Reduced
6486	JCP JB Capital Partners Armonk, New York	$1.14M	+$792K	2	0.18%	Increased
6487	HA Hyposwiss Advisors Geneva,	$1.14M	$0	2	1.08%	Maintained
6488	SF Succession Financial Mckinney, Texas	$1.13M	+$1.22M	4	1.08%	New
6489	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$1.13M	-$110K	11	0.53%	Reduced
6490	CWRP Cassady Wealth & Retirement Planning Henderson, Nevada	$1.13M	+$206K	3	0.53%	Increased
6491	BA Ballew Advisors Jackson, Mississippi	$1.13M	+$4.05K	1	0.58%	Increased
6492	BFA Brown Financial Advisory Fairhope, Alabama	$1.12M	-$104K	1	0.47%	Reduced
6493	PCM Peirce Capital Management The Woodlands, Texas	$1.12M	+$49.4K	1	0.41%	Increased
6494	BOA Birnam Oak Advisors New York	$1.12M	-$40.7M	1	0.18%	Reduced
6495	DLP De Lisle Partners Poole, United Kingdom	$1.12M	$0	1	0.12%	Maintained
6496	CCA Cottonwood Capital Advisors Salt Lake City, Utah	$1.12M	-$806	3	0.67%	Reduced
6497	EWA Elevate Wealth Advisory Athens, Georgia	$1.12M	+$382K	2	0.64%	Increased
6498	WRCM Western Reserve Capital Management Hudson, Ohio	$1.12M	$0	2	0.83%	Maintained
6499	HWA Heritage Wealth Architects Mendota Heights, Minnesota	$1.12M	-$240K	2	0.44%	Reduced
6500	CLIP Colter Lewis Investment Partners Greenwich, Connecticut	$1.12M	-$1.82M	2	0.5%	Reduced