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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
2951	Dakota Wealth Management Palm Beach Gardens, Florida	$338K	$0	1	0.23%	Maintained
2952	CAM Cypress Asset Management Houston, Texas	$334K	$0	1	0.07%	Maintained
2953	BFG Bouchey Financial Group Troy, New York	$328K	+$53	1	0.14%	Increased
2954	FMP Financial Management Professionals Austin, Texas	$328K	+$14.8K	7	0.17%	Increased
2955	PFG Piershale Financial Group Barrington, Illinois	$320K	+$127K	4	0.19%	Increased
2956	SNN Shen Neil Nanpeng	$320K	+$301K	1	3.61%	New
2957	Avidian Wealth Enterprises Houston, Texas	$316K	+$300K	1	0.15%	New
2958	HW Hedeker Wealth Lincolnshire, Illinois	$307K	+$94.6K	4	0.27%	Increased
2959	DPA Delphi Private Advisors San Diego, California	$301K	+$296K	15	0.52%	New
2960	MLM Mount Lucas Management Newtown, Pennsylvania	$301K	+$33.2K	1	0.04%	Increased
2961	MGAM McGowan Group Asset Management Dallas, Texas	$300K	+$7.42K	1	0.06%	Increased
2962	CFA Cahill Financial Advisors Edina, Minnesota	$298K	+$263	1	0.24%	Increased
2963	Truepoint Inc Cincinnati, Ohio	$297K	+$18.3K	1	0.04%	Increased
2964	MHP Manatuck Hill Partners Westport, Connecticut	$294K	$0	1	0.1%	Maintained
2965	FRM Foundation Resource Management Little Rock, Arkansas	$293K	-$13K	1	0.06%	Reduced
2966	AWMG Alliance Wealth Management Group Flemington, New Jersey	$290K	+$296K	1	0.28%	New
2967	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$288K	$0	1	0.12%	Maintained
2968	PM Parametrica Management Wanchai, Hong Kong	$287K	-$342K	1	1.89%	Reduced
2969	CI Chartist Inc Seal Beach, California	$286K	+$274K	1	0.14%	New
2970	MFP Michael F. Price	$283K	+$311K	1	0.03%	New
2971	PTC Provident Trust Company Waukesha, Wisconsin	$277K	$0	1	0.01%	Maintained
2972	FAG Financial Advisory Group Houston, Texas	$275K	-$2.63K	1	0.13%	Reduced
2973	BC Barnett & Company Chattanooga, Tennessee	$268K	-$14.1K	1	0.14%	Reduced
2974	CFN Cordasco Financial Network Naples, Florida	$265K	$0	4	0.24%	Maintained
2975	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$264K	$0	1	0.09%	Maintained