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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	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$563K	-$385K	1	0.44%	Reduced
6477	TCTWM Three Cord True Wealth Management Beaver, Pennsylvania	$563K	-$45.6K	1	0.42%	Reduced
6478	MFG Marmo Financial Group Johnson City, Tennessee	$561K	+$22.1K	1	0.28%	Increased
6479	WAT Wealth Advisory Team Bellevue, Kentucky	$556K	+$486K	1	0.52%	New
6480	CI Cordant Inc Portland, Oregon	$554K	-$64.6K	1	0.27%	Reduced
6481	GCM Graver Capital Management Columbus, Ohio	$553K	$0	1	0.49%	Maintained
6482	CCM Contrarian Capital Management Greenwich, Connecticut	$551K	$0	1	0.16%	Maintained
6483	BHMP Bardin Hill Management Partners New York	$543K	-$3.7M	1	0.32%	Reduced
6484	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$542K	-$73.4K	1	0.27%	Reduced
6485	EP Elkhorn Partners Omaha, Nebraska	$542K	+$48.6K	1	0.39%	Increased
6486	AAS Asset Allocation Strategies Farmington, Michigan	$539K	+$217K	1	0.12%	Increased
6487	FPW Flagship Private Wealth Woburn, Massachusetts	$538K	+$174K	2	0.23%	Increased
6488	SWM SpringVest Wealth Management Dallas, Texas	$537K	-$10.9K	1	0.44%	Reduced
6489	MC McCarthy & Cox Marysville, Ohio	$537K	+$20.8K	1	0.14%	Increased
6490	SPW Surience Private Wealth Yakima, Washington	$534K	-$25.2K	1	0.5%	Reduced
6491	LPP Life Planning Partners Jacksonville, Florida	$534K	+$210K	2	0.43%	Increased
6492	BWMG Bannerman Wealth Management Group Lewisville, Texas	$532K	+$464K	1	0.41%	New
6493	CCM Cerberus Capital Management New York	$529K	$0	1	0.02%	Maintained
6494	NOI Newton One Investments Newark, Delaware	$524K	+$1.48K	4	0.17%	Increased
6495	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$521K	-$4.87K	2	0.08%	Reduced
6496	SWM Stonebridge Wealth Management Oak Brook, Illinois	$518K	+$452K	1	0.49%	New
6497	SJGA Stephen J. Garry & Associates Garden City, New York	$516K	$0	1	0.45%	Maintained
6498	HFS Horizon Financial Services Winston Salem, North Carolina	$515K	+$135K	17	0.27%	Increased
6499	JFG JDM Financial Group Austin, Texas	$514K	+$6.39K	7	0.24%	Increased
6500	HFA Highland Financial Advisors Wayne, New Jersey	$514K	$0	1	0.16%	Maintained