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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
2551	Bain Capital Investors Boston, Massachusetts	$833K	+$23.1K	1	0.01%	Increased
2552	QC QCM Cayman Houston, Texas	$820K	+$102K	2	0.19%	Increased
2553	FWP FAS Wealth Partners Leawood, Kansas	$806K	-$46.1K	2	0.46%	Reduced
2554	SNS Financial Group Minneapolis, Minnesota	$800K	-$116K	2	0.26%	Reduced
2555	SIM Strategic Investment Management Arlington, Virginia	$795K	+$488K	3	0.24%	Increased
2556	FC FCA Corp Houston, Texas	$788K	+$121K	2	0.44%	Increased
2557	CAM Cypress Asset Management Houston, Texas	$787K	$0	1	0.14%	Maintained
2558	CFG CKW Financial Group Honolulu, Hawaii	$781K	+$31.8K	14	0.34%	Increased
2559	SMG Spectrum Management Group Indianapolis, Indiana	$779K	-$48K	3	0.48%	Reduced
2560	KA KLCM Advisors Milwaukee, Wisconsin	$778K	$0	1	0.21%	Maintained
2561	SCM Siphron Capital Management Beverly Hills, California	$778K	-$8.31K	7	2.61%	Reduced
2562	LWM Lenox Wealth Management Cincinnati, Ohio	$777K	-$9.96K	6	0.53%	Reduced
2563	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$775K	-$31K	1	0.17%	Reduced
2564	WCM Investment Management Laguna Beach, California	$775K	-$8.95K	2	0.02%	Reduced
2565	AWA ARS Wealth Advisors St. Petersburg, Florida	$773K	+$453K	2	0.36%	Increased
2566	AIA Arbor Investment Advisors Winston Salem, North Carolina	$770K	-$285K	2	0.43%	Reduced
2567	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$756K	+$752K	3	0.44%	New
2568	CCS Crosspoint Capital Strategies Orinda, California	$751K	-$10.7K	7	0.56%	Reduced
2569	BWP BSW Wealth Partners Boulder, Colorado	$747K	+$14K	1	0.58%	Increased
2570	CCM Courage Capital Management Nashville, Tennessee	$739K	-$487K	1	0.68%	Reduced
2571	PSC Piper Sandler & Co Minneapolis, Minnesota	$737K	-$552K	4	0.38%	Reduced
2572	CPP Crow Point Partners Boston, Massachusetts	$736K	+$694K	3	0.1%	New
2573	IF IRON Financial Northbrook, Illinois	$730K	+$229K	2	0.93%	Increased
2574	KIA Kopp Investment Advisors Bloomington, Minnesota	$718K	-$842K	1	0.36%	Reduced
2575	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$716K	$0	1	0.37%	Maintained