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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
6726	MIM Meros Investment Management Dallas, Texas	$102K	+$96.7K	1	0.05%	New
6727	WFA Wells Financial Advisors Framingham, Massachusetts	$101K	-$9.66K	3	0.14%	Reduced
6728	RWM Rockwood Wealth Management New Hope, Pennsylvania	$97.3K	$0	1	0.01%	Maintained
6729	BFS Bare Financial Services Gap, Pennsylvania	$91.5K	-$1.21K	1	0.04%	Reduced
6730	NS NBC Securities Birmingham, Alabama	$89.6K	-$91M	32	8.2%	Reduced
6731	ECM Engine Capital Management New York	$81.8K	-$10.4M	1	0.02%	Reduced
6732	AW Affinity Wealth Canton, Ohio	$66.3K	+$70.7K	1	0.07%	New
6733	FS Financially Speaking Greenwood Village, Colorado	$51.1K	+$55.2K	5	0.03%	New
6734	RJA Ross\Johnson & Associates Plymouth, Minnesota	$40.9K	+$41.4K	2	0.95%	New
6735	FAI Fiduciary Advisors Inc St. Louis, Missouri	$38K	+$38.3K	1	0.04%	New
6736	PLU Performa Ltd (US) Charleston, South Carolina	$34.6K	-$102K	6	0.01%	Reduced
6737	BCWM Ball & Co Wealth Management Franklin, Tennessee	$31K	+$31.5K	1	0.02%	New
6738	AFS Anderson Financial Strategies Dayton, Ohio	$16K	+$16.2K	1	0.01%	New
6739	UOIF University of Illinois Foundation Champaign, Illinois	$7.59K	+$7.67K	1	0%	New
6740	PFA Pillar Financial Advisors Louisville, Kentucky	$3.86K	+$3.43K	2	0%	New
6741	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$3.46K	$0	1	0%	Maintained
6742	1M 13D Management New York	$0	-$2.63M	0	–	Closed
6743	5SA 5th Street Advisors Southport, Connecticut	$0	-$324K	0	–	Closed
6744	AMG Ace Management Global Sao Paulo, Brazil	$0	-$44.1M	0	–	Closed
6745	AAM ACK Asset Management Greenwich, Connecticut	$0	-$12.5M	0	–	Closed
6746	ARC Advisor Resource Council Dallas, Texas	$0	-$14.5M	0	–	Closed
6747	AC Albar Capital London, United Kingdom	$0	-$38.2M	0	–	Closed
6748	AAI American Assets Inc San Diego, California	$0	-$459K	0	–	Closed
6749	APSPRSPT Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona	$0	-$4.21M	0	–	Closed
6750	BCM Boone Capital Management Atlanta, Georgia	$0	-$6.34M	0	–	Closed