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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	LWMI Landmark Wealth Management (Illinois) Normal, Illinois	$201K	+$158K	1	0.09%	New
6677	C Cliffwater Marina Del Rey, California	$198K	+$50.3K	1	0.04%	Increased
6678	MBAM Mink Brook Asset Management West Palm Beach, Florida	$189K	+$92.2K	1	0.16%	Increased
6679	WFA Wells Financial Advisors Framingham, Massachusetts	$187K	+$57.8K	3	0.26%	Increased
6680	L1 Capital Melbourne VIC 3000, Australia	$177K	+$173K	1	0.01%	New
6681	NWM Navigoe Wealth Management Redondo Beach, California	$175K	+$36K	5	0.13%	Increased
6682	AI Acuitas Investments Seattle, Washington	$169K	-$530K	1	0.13%	Reduced
6683	GG Gleason Group Prospect, Kentucky	$162K	-$611	3	0.02%	Reduced
6684	BL Bleichroeder LP New York	$162K	$0	1	0.04%	Maintained
6685	UOIF University of Illinois Foundation Champaign, Illinois	$153K	+$130K	3	0.06%	New
6686	MC Meteora Capital Boca Raton, Florida	$144K	-$5.77M	1	0.03%	Reduced
6687	PS PayPay Securities Tokyo, Japan	$125K	+$10.5K	21	6.09%	Increased
6688	CH CVS Health Woonsocket, Rhode Island	$122K	$0	1	0.06%	Maintained
6689	ECM Engine Capital Management New York	$116K	$0	1	0.02%	Maintained
6690	MG MilWealth Group Milwaukee, Wisconsin	$115K	$0	2	0.03%	Maintained
6691	Apollo Management Holdings New York	$114K	$0	1	0%	Maintained
6692	AW Affinity Wealth Canton, Ohio	$98.5K	+$8.88K	2	0.08%	Increased
6693	FF Finley Financial Las Vegas, Nevada	$96.9K	$0	2	0.05%	Maintained
6694	RQS Ramsey Quantitative Systems Louisville, Kentucky	$82.7K	+$65.1K	1	0.08%	New
6695	CGA Compound Global Advisors Mercer Island, Washington	$77.6K	-$2.07M	1	7.07%	Reduced
6696	MRCM Mill Road Capital Management Greenwich, Connecticut	$64.7K	+$74.1K	1	0.04%	New
6697	RJA Ross\Johnson & Associates Plymouth, Minnesota	$59.2K	-$61.7K	13	1.22%	Reduced
6698	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$52.4K	-$164K	1	0.03%	Reduced
6699	FS Financially Speaking Greenwood Village, Colorado	$52K	+$28.3K	5	0.03%	Increased
6700	FAI Fiduciary Advisors Inc St. Louis, Missouri	$45K	$0	1	0.04%	Maintained