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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
7026	NHFG New Harbor Financial Group Worcester, Massachusetts	$290K	-$7.69K	1	0.05%	Reduced
7027	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$290K	-$659K	1	0.03%	Reduced
7028	CAM Clarity Asset Management Ames, Iowa	$289K	-$104K	1	0.14%	Reduced
7029	WLG Williamson Legacy Group Carmel, Indiana	$289K	-$1.62K	1	0.14%	Reduced
7030	BIA Barry Investment Advisors New Bedford, Massachusetts	$287K	-$12.5K	1	0.06%	Reduced
7031	HA Heffernan Advisory Flagstaff, Arizona	$285K	+$80.9K	1	0.24%	Increased
7032	PWM Peak Wealth Management Nashua, New Hampshire	$285K	+$2.02K	1	0.2%	Increased
7033	SL SWMG LLC Fort Worth, Texas	$283K	-$2.07M	1	0.07%	Reduced
7034	CF CBM Financial Austin, Texas	$281K	-$58.9K	1	0.17%	Reduced
7035	VWA Vistica Wealth Advisors Carlsbad, California	$280K	-$27.1K	1	0.24%	Reduced
7036	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$280K	-$21.4K	1	0.15%	Reduced
7037	DJFS Dean Jacobson Financial Services Fort Worth, Texas	$276K	$0	2	0.15%	Maintained
7038	OPL Orland Properties Ltd Road Town, Tortola, British Virgin Islands	$276K	$0	1	0.14%	Maintained
7039	KCM Kennicott Capital Management Corte Madera, California	$276K	-$279K	1	0.13%	Reduced
7040	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$274K	-$137K	2	1.4%	Reduced
7041	AWMA Arbor Wealth Management (Arizona) Tempe, Arizona	$272K	+$203K	1	0.24%	New
7042	MFG Mendota Financial Group Madison, Wisconsin	$272K	-$9.31K	1	0.17%	Reduced
7043	CWA Cornerstone Wealth Advisors Edina, Minnesota	$271K	+$29.9K	1	0.06%	Increased
7044	TWM Troutman Wealth Management Malvern, Pennsylvania	$271K	-$405	1	0.21%	Reduced
7045	LWP Laurel Wealth Planning Edina, Minnesota	$271K	+$26.3K	1	0.12%	Increased
7046	GCGM General Catalyst Group Management Cambridge, Massachusetts	$269K	-$83.3M	1	0.14%	Reduced
7047	CWGL Cedrus Wealth Group LLC Andover, Minnesota	$268K	-$1.13M	1	0.23%	Reduced
7048	KL Keenan LLC Boston, Massachusetts	$268K	-$7.28K	1	0.19%	Reduced
7049	C Cliffwater Marina Del Rey, California	$267K	$0	1	0.07%	Maintained
7050	TWM Thryve Wealth Management Irving, Texas	$267K	-$63.1K	1	0.15%	Reduced