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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
6651	FD Financial Designs Claremont, California	$237K	+$207K	1	0.15%	New
6652	VARA Value Aligned Research Advisors Princeton, New Jersey	$237K	-$1.39M	2	0.01%	Reduced
6653	JCM JAT Capital Management Greenwich, Connecticut	$233K	-$42M	1	0.76%	Reduced
6654	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$232K	+$921	1	0.15%	Increased
6655	BC Barnett & Company Chattanooga, Tennessee	$231K	+$202K	1	0.18%	New
6656	CI CAZ Investments Houston, Texas	$231K	+$9.04K	4	1.31%	Increased
6657	SFA Salus Financial Advisors Colorado Springs, Colorado	$230K	+$201K	1	0.15%	New
6658	AFW Atlantic Family Wealth Coral Gables, Florida	$229K	+$200K	1	0.2%	New
6659	FWM FLP Wealth Management Bentonville, Arkansas	$226K	+$198K	1	0.64%	New
6660	Alphadyne Asset Management New York	$225K	+$221K	1	0.04%	New
6661	JCP JB Capital Partners Armonk, New York	$223K	$0	1	0.04%	Maintained
6662	GCM Gator Capital Management Tampa, Florida	$221K	+$193K	1	0.07%	New
6663	DeepCurrents Investment Group New York	$218K	-$4.28M	1	0.01%	Reduced
6664	LC LTG Capital Newton, Massachusetts	$218K	+$190K	1	0.19%	New
6665	BCIM Bishop & Co Investment Management Erie, Pennsylvania	$217K	+$189K	1	0.08%	New
6666	DEM Disciplined Equity Management Neptune Beach, Florida	$214K	$0	1	0.13%	Maintained
6667	OFG Orcam Financial Group Encinitas, California	$214K	+$187K	1	0.19%	New
6668	D Dentgroup Baton Rouge, Louisiana	$213K	+$186K	1	0.15%	New
6669	FWM FSR Wealth Management Elmhurst, Illinois	$209K	-$261K	1	0.27%	Reduced
6670	SWTS Stonehaven Wealth & Tax Solutions Appleton, Wisconsin	$208K	+$184K	1	0.2%	New
6671	UWM United Wealth Management Charlottesville, Virginia	$207K	+$181K	1	0.06%	New
6672	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$205K	+$179K	1	0.01%	New
6673	DW Durante & Waters Brewster, New York	$205K	+$179K	1	0.16%	New
6674	SFP Sherwood Financial Partners Westlake Village, California	$204K	+$178K	1	0.19%	New
6675	EA Efficient Advisors Mason, Ohio	$203K	+$211K	1	0.01%	New