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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
6526	LAMC Longview Asset Management (California) San Rafael, California	$500K	$0	4	0.29%	Maintained
6527	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$498K	-$20.4K	1	0.07%	Reduced
6528	TC Trium Capital London, United Kingdom	$498K	-$14.3M	1	0.19%	Reduced
6529	EP Elkhorn Partners Omaha, Nebraska	$497K	+$3.59K	1	0.34%	Increased
6530	YAL Your Advocates Ltd Houston, Texas	$497K	+$20.9K	10	0.17%	Increased
6531	JPG Jordan Park Group San Francisco, California	$496K	-$200K	1	0.03%	Reduced
6532	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$495K	+$488K	1	1.06%	New
6533	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$494K	$0	1	0.28%	Maintained
6534	NHFG New Harbor Financial Group Worcester, Massachusetts	$493K	+$177K	1	0.1%	Increased
6535	AAM Ameraudi Asset Management New York	$492K	-$1.02M	1	0.3%	Reduced
6536	DAM Draper Asset Management Smithtown, New York	$487K	+$514K	1	0.29%	New
6537	MAV Mason & Associates (Virginia) Newport News, Virginia	$486K	$0	2	0.12%	Maintained
6538	PWP PrairieView Wealth Partners Orland Park, Illinois	$484K	+$1.53K	1	0.45%	Increased
6539	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$483K	-$7.03K	2	0.06%	Reduced
6540	CTA Camelot Technology Advisors San Francisco, California	$481K	$0	1	0.38%	Maintained
6541	LG LAM Group Lake Oswego, Oregon	$472K	$0	1	0.29%	Maintained
6542	TDWM Topel & Distasi Wealth Management Berkeley, California	$469K	+$462K	1	0.23%	New
6543	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$468K	+$143K	2	0.29%	Increased
6544	LKWM Lee-Kelleher Wealth Management Fulton, Maryland	$468K	+$179K	2	0.29%	Increased
6545	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$468K	$0	1	0.25%	Maintained
6546	SAM Southeastern Asset Management Memphis, Tennessee	$467K	+$512K	1	0.02%	New
6547	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$466K	$0	1	0.32%	Maintained
6548	GCM Graver Capital Management Columbus, Ohio	$465K	-$109K	1	0.39%	Reduced
6549	SIA Stegner Investment Associates Louisville, Kentucky	$457K	+$450K	1	0.25%	New
6550	SFO Standard Family Office Sioux Falls, South Dakota	$453K	$0	2	0.49%	Maintained