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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
7151	RJA Ross\Johnson & Associates Plymouth, Minnesota	$49.2K	+$4.65K	22	0.77%	Increased
7152	T Transce3nd Kyle, Texas	$47.6K	-$397	3	0.42%	Reduced
7153	MASM MH & Associates Securities Management Carlsbad, California	$42.5K	+$46.1K	1	0.04%	New
7154	PSFG Park Square Financial Group Roswell, Georgia	$39.8K	-$18K	4	0.36%	Reduced
7155	FF Frankly Finances Winter Park, Florida	$35.4K	+$38.4K	1	0.03%	New
7156	FS Financially Speaking Greenwood Village, Colorado	$29.2K	$0	2	0.14%	Maintained
7157	TWM Timmons Wealth Management Attleboro, Massachusetts	$28K	-$28.9K	1	0.02%	Reduced
7158	BCH Berkshire Capital Holdings San Jose, California	$22.4K	-$4.25K	7	0%	Reduced
7159	BCWM Ball & Co Wealth Management Franklin, Tennessee	$21K	$0	1	0.01%	Maintained
7160	Akuna Securities Chicago, Illinois	$20.9K	+$8.5K	1	0%	Increased
7161	Vanguard Advisers Inc Malvern, Pennsylvania	$11.3K	-$36.5K	6	0%	Reduced
7162	AIA Arcadia Investment Advisors Eagle, Idaho	$6.04K	$0	1	0%	Maintained
7163	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$3.78K	$0	1	0%	Maintained
7164	FIG Fortress Investment Group New York	$3.09K	-$1.78M	2	0%	Reduced
7165	PFA Pillar Financial Advisors Louisville, Kentucky	$3.04K	$0	2	0%	Maintained
7166	SA Spear Advisors East Hampton, New York	$509	$0	1	0%	Maintained
7167	AI Acuitas Investments Seattle, Washington	$0	-$36.6K	0	–	Closed
7168	ACM ADAR1 Capital Management Austin, Texas	$0	-$1.15M	0	–	Closed
7169	ASM AI-Squared Management Hong Kong	$0	-$2.27M	0	–	Closed
7170	ACP Albar Capital Partners London, United Kingdom	$0	-$19.8M	0	–	Closed
7171	AAI American Assets Inc San Diego, California	$0	-$1.39M	0	–	Closed
7172	ACL APEIRON Capital Ltd Hong Kong	$0	-$2.38M	0	–	Closed
7173	APCM Arbiter Partners Capital Management New York	$0	-$740K	0	–	Closed
7174	ACM Arvin Capital Management Austin, Texas	$0	-$17M	0	–	Closed
7175	BCP Balance Capital Partners New York	$0	-$1.45M	0	–	Closed