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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
6676	AW Affinity Wealth Canton, Ohio	$56.8K	+$1.2K	2	0.06%	Increased
6677	PLU Performa Ltd (US) Charleston, South Carolina	$54.2K	+$32.4K	7	0.02%	Increased
6678	FAI Fiduciary Advisors Inc St. Louis, Missouri	$33.9K	$0	1	0.03%	Maintained
6679	BCWM Ball & Co Wealth Management Franklin, Tennessee	$21K	-$7.34K	1	0.02%	Reduced
6680	FS Financially Speaking Greenwood Village, Colorado	$19.2K	-$29.3K	1	0.01%	Reduced
6681	SPM Symmetry Peak Management Radnor, Pennsylvania	$16.3K	+$17.5K	1	0.02%	New
6682	Context Capital Management Lajolla, California	$8.57K	+$86.1K	1	0%	New
6683	PFA Pillar Financial Advisors Louisville, Kentucky	$3.28K	$0	2	0%	Maintained
6684	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$1.98K	-$1.56K	1	0%	Reduced
6685	AIS Accredited Investor Services St. Cloud, Minnesota	$0	-$2.39M	0	–	Closed
6686	ACM ADAR1 Capital Management Austin, Texas	$0	-$485K	0	–	Closed
6687	ACP Albar Capital Partners London, United Kingdom	$0	-$7.54M	0	–	Closed
6688	AMCI Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates	$0	-$266K	0	–	Closed
6689	AFFA ALM First Financial Advisors Dallas, Texas	$0	-$320K	0	–	Closed
6690	Alphadyne Asset Management New York	$0	-$112M	0	–	Closed
6691	AIA Angeles Investment Advisors Santa Monica, California	$0	-$10.3M	0	–	Closed
6692	AGC Angelo Gordon & Co New York	$0	-$17.8M	0	–	Closed
6693	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$0	-$12.4M	0	–	Closed
6694	BC Barnett & Company Chattanooga, Tennessee	$0	-$940K	0	–	Closed
6695	BWA BCU Wealth Advisors Vernon Hills, Illinois	$0	-$430K	0	–	Closed
6696	BCM Bornite Capital Management New York	$0	-$29.4M	0	–	Closed
6697	BAS Breakthru Advisory Services Muskego, Wisconsin	$0	-$3.47M	0	–	Closed
6698	Cable Car Capital San Francisco, California	$0	-$25.3M	0	–	Closed
6699	Castle Hook Partners New York	$0	-$29.9M	0	–	Closed
6700	CPO Cerity Partners OCIO New York	$0	-$166K	0	–	Closed