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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
6701	TIM Timelo Investment Management Aurora, Ontario, Canada	$129K	+$163K	1	0.05%	New
6702	FF Finley Financial Las Vegas, Nevada	$120K	$0	2	0.06%	Maintained
6703	MASECO Private Wealth London,	$116K	-$2.25M	7	0.01%	Reduced
6704	MG MilWealth Group Milwaukee, Wisconsin	$112K	$0	2	0.03%	Maintained
6705	FFP Frisco Financial Planning Frisco, Texas	$101K	+$99.5K	1	0.09%	New
6706	CH CVS Health Woonsocket, Rhode Island	$92K	$0	1	0.09%	Maintained
6707	SIP Sellwood Investment Partners Portland, Oregon	$89.3K	+$86.3K	6	0.04%	New
6708	ECM Engine Capital Management New York	$81.5K	-$58.8K	1	0.01%	Reduced
6709	CGA Compound Global Advisors Mercer Island, Washington	$80.8K	$0	1	4.38%	Maintained
6710	MRCM Mill Road Capital Management Greenwich, Connecticut	$78.6K	$0	1	0.04%	Maintained
6711	FS Financially Speaking Greenwood Village, Colorado	$68K	+$15.2K	6	0.04%	Increased
6712	RJA Ross\Johnson & Associates Plymouth, Minnesota	$60.1K	$0	13	1.13%	Maintained
6713	TC Torno Capital Cohasset, Massachusetts	$49.7K	+$44.9K	1	0%	New
6714	PLU Performa Ltd (US) Charleston, South Carolina	$48.6K	+$5.99K	6	0.01%	Increased
6715	FAI Fiduciary Advisors Inc St. Louis, Missouri	$46.9K	$0	1	0.04%	Maintained
6716	BCH Berkshire Capital Holdings San Jose, California	$46.8K	-$17.9M	12	0.01%	Reduced
6717	T Transce3nd Kyle, Texas	$38.4K	-$10.5M	5	0.34%	Reduced
6718	First Beijing Investment Ltd Hong Kong	$37.8K	$0	1	0%	Maintained
6719	BC Bulwark Capital Fernandina Beach, Florida	$35.5K	+$2.52K	2	0.03%	Increased
6720	FW Fairway Wealth Independence, Ohio	$29.7K	-$361K	2	0.01%	Reduced
6721	BCWM Ball & Co Wealth Management Franklin, Tennessee	$29K	$0	1	0.02%	Maintained
6722	AIA Arcadia Investment Advisors Eagle, Idaho	$5.28K	$0	1	0%	Maintained
6723	PFA Pillar Financial Advisors Louisville, Kentucky	$3.58K	$0	2	0%	Maintained
6724	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$3.3K	$0	1	0%	Maintained
6725	2C 272 Capital Dallas, Texas	$0	-$1.18M	0	–	Closed