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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	D Dentgroup Baton Rouge, Louisiana	$222K	$0	1	0.14%	Maintained
6677	SL SWF LLC Omaha, Nebraska	$222K	+$218K	1	0.02%	New
6678	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$222K	+$903	1	0.14%	Increased
6679	AC Attessa Capital Tucson, Arizona	$221K	-$230K	1	0.13%	Reduced
6680	JHU Johns Hopkins University Baltimore, Maryland	$217K	-$1.94M	1	0.01%	Reduced
6681	FFS Forge Financial Services Edmond, Oklahoma	$217K	+$191K	1	0.1%	New
6682	DW Durante & Waters Brewster, New York	$214K	$0	1	0.16%	Maintained
6683	SFP Sherwood Financial Partners Westlake Village, California	$213K	$0	1	0.19%	Maintained
6684	NC Nixon Capital Austin, Texas	$207K	+$204K	1	0.06%	New
6685	AAA AG Asset Advisory Los Angeles, California	$207K	+$204K	1	0.17%	New
6686	LEFP Leading Edge Financial Planning Knoxville, Tennessee	$207K	+$192K	1	0.05%	New
6687	HFA Hippocratic Financial Advisors Westlake Village, California	$205K	+$202K	1	0.1%	New
6688	JBI John Boyer Inc Tampa, Florida	$205K	+$190K	1	0.2%	New
6689	GC Glenorchy Capital Boorolite, Australia	$204K	-$113K	1	0.03%	Reduced
6690	PIM Paradice Investment Management Denver, Colorado	$202K	-$15M	1	0.05%	Reduced
6691	TF TME Financial Huntington Beach, California	$200K	-$266K	1	0.15%	Reduced
6692	WFA Wells Financial Advisors Framingham, Massachusetts	$196K	$0	3	0.26%	Maintained
6693	PCA PMV Capital Advisers Dallas, Texas	$188K	-$177K	4	0.37%	Reduced
6694	BL Bleichroeder LP New York	$184K	$0	1	0.04%	Maintained
6695	PSFG Park Square Financial Group Roswell, Georgia	$176K	-$8.53M	7	0.76%	Reduced
6696	GG Gleason Group Prospect, Kentucky	$164K	+$314	2	0.02%	Increased
6697	C Cliffwater Marina Del Rey, California	$163K	$0	1	0.03%	Maintained
6698	CF Collier Financial Denver, Colorado	$159K	+$150K	3	0.12%	New
6699	PS PayPay Securities Tokyo, Japan	$156K	+$26.2K	21	5.62%	Increased
6700	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$154K	+$86.7K	2	0.07%	Increased