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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
7126	GC Glenorchy Capital Boorolite, Australia	$165K	-$9.15K	1	0.01%	Reduced
7127	MFS Montgomery Financial Services Ocean City, Maryland	$158K	+$166K	9	0.14%	New
7128	NWM Navigoe Wealth Management Redondo Beach, California	$158K	+$67.1K	49	0.08%	Increased
7129	BC Bulwark Capital Fernandina Beach, Florida	$155K	+$4.92K	2	0.09%	Increased
7130	CCG Capital CS Group Irvine, California	$154K	-$259K	1	0.12%	Reduced
7131	CF Collier Financial Denver, Colorado	$154K	-$9.84K	4	0.11%	Reduced
7132	EPM Equitec Proprietary Markets Chicago, Illinois	$131K	-$778K	1	0.02%	Reduced
7133	XC XY Capital Central, Hong Kong	$130K	+$152K	2	0.13%	New
7134	NWS Nvest Wealth Strategies Powell, Ohio	$128K	-$30.7K	10	0.08%	Reduced
7135	PS PayPay Securities Tokyo, Japan	$120K	-$4.13K	23	2.92%	Reduced
7136	AWA Authentikos Wealth Advisory Morgan Hill, California	$118K	+$116K	1	0.08%	New
7137	RQS Ramsey Quantitative Systems Louisville, Kentucky	$112K	+$3.69K	1	0.1%	Increased
7138	PFG Premier Financial Group Eureka, California	$110K	+$135K	2	0.02%	New
7139	CAN Capital Advisor Network Lafayette, Indiana	$102K	+$71.6K	5	0.13%	Increased
7140	MVM Menlo Ventures Management Menlo Park, California	$100K	-$21.5K	1	0.03%	Reduced
7141	HP Hartree Partners New York	$87.8K	+$77.9K	1	0.02%	New
7142	MG MilWealth Group Milwaukee, Wisconsin	$83.3K	$0	2	0.02%	Maintained
7143	QFMHK Q Fund Management (Hong Kong) Hong Kong,	$78.3K	+$47.4K	2	0.07%	Increased
7144	Whitebox Advisors Minneapolis, Minnesota	$76.4K	+$86.5K	1	0%	New
7145	FF Finley Financial Las Vegas, Nevada	$71.7K	$0	2	0.03%	Maintained
7146	FW Fairway Wealth Independence, Ohio	$71.4K	-$79.5K	5	0.02%	Reduced
7147	FAI Fiduciary Advisors Inc St. Louis, Missouri	$62.8K	+$31.2K	5	0.04%	Increased
7148	BA Blueline Advisors Exeter, New Hampshire	$58.8K	$0	2	0.04%	Maintained
7149	MRCM Mill Road Capital Management Greenwich, Connecticut	$57.8K	$0	1	0.03%	Maintained
7150	FFP Frisco Financial Planning Frisco, Texas	$49.2K	$0	1	0.04%	Maintained