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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	TA Teramo Advisors Naples, Florida	$419K	+$496K	2	0.17%	New
6477	BNMT Bawa N Mallick Trust Forest Hills, New York	$419K	$0	1	0.2%	Maintained
6478	IA IFS Advisors Overland Park, Kansas	$417K	+$41.9K	7	0.34%	Increased
6479	GCM Graver Capital Management Columbus, Ohio	$417K	-$2.45K	1	0.43%	Reduced
6480	TWP Total Wealth Planning Cincinnati, Ohio	$416K	-$19.2K	1	0.06%	Reduced
6481	SWM SpringVest Wealth Management Dallas, Texas	$415K	-$170K	1	0.34%	Reduced
6482	FWS FinDec Wealth Services Stockton, California	$412K	-$300K	1	0.41%	Reduced
6483	PWMG Pioneer Wealth Management Group Austin, Texas	$412K	+$477K	1	0.18%	New
6484	KIC Keating Investment Counselors Delray Beach, Florida	$411K	-$69.3K	1	0.12%	Reduced
6485	CC Citrine Capital San Francisco, California	$411K	$0	1	0.26%	Maintained
6486	FAC Financial Advisory Corporation Grand Rapids, Michigan	$407K	$0	1	0.07%	Maintained
6487	CAM Clarity Asset Management Ames, Iowa	$406K	-$1.54K	3	0.26%	Reduced
6488	SA Sunesis Advisors Overland Park, Kansas	$406K	$0	1	0.22%	Maintained
6489	AAA American Alpha Advisors New York	$406K	+$75.4K	1	0.34%	Increased
6490	CF CBM Financial Austin, Texas	$406K	+$414K	1	0.33%	New
6491	MFG Marmo Financial Group Johnson City, Tennessee	$405K	-$5.71K	1	0.22%	Reduced
6492	RP Repertoire Partners New York	$397K	-$4.36M	1	0.18%	Reduced
6493	AT Avenir Tech Hong Kong	$394K	+$428K	1	0.05%	New
6494	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$393K	-$439K	2	0.75%	Reduced
6495	SJGA Stephen J. Garry & Associates Garden City, New York	$389K	$0	1	0.36%	Maintained
6496	HFA Highland Financial Advisors Wayne, New Jersey	$388K	-$89.7K	1	0.14%	Reduced
6497	FFW Fusion Family Wealth Woodbury, New York	$387K	$0	1	0.04%	Maintained
6498	MC McCarthy & Cox Marysville, Ohio	$387K	-$40.4K	1	0.17%	Reduced
6499	KFG Kropog Financial Group Mandeville, Louisiana	$387K	-$6.12K	1	0.37%	Reduced
6500	1L 10Elms LLP Tulsa, Oklahoma	$387K	$0	2	0.39%	Maintained