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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
2976	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$933K	+$173K	1	0.4%	Increased
2977	RWG Regal Wealth Group Seal Beach, California	$925K	-$601K	5	0.68%	Reduced
2978	RWA RGT Wealth Advisors Dallas, Texas	$906K	+$352K	3	0.6%	Increased
2979	IF IRON Financial Northbrook, Illinois	$902K	-$174K	2	0.69%	Reduced
2980	BWP BSW Wealth Partners Boulder, Colorado	$875K	-$33.6K	2	0.38%	Reduced
2981	GBA Garrison Bradford & Associates New York	$872K	$0	1	0.73%	Maintained
2982	BC Banced Corp Edwardsville, Illinois	$871K	+$104K	2	1.51%	Increased
2983	CPR CSU Producer Resources Fairfield, Ohio	$870K	$0	1	4.12%	Maintained
2984	SA SRH Advisors Salina, Kansas	$865K	-$182K	9	3.67%	Reduced
2985	BP BBR Partners New York	$858K	+$57.3K	2	0.18%	Increased
2986	DSN D. Scott Neal Lexington, Kentucky	$853K	-$149K	7	0.51%	Reduced
2987	SHJ Sharkey, Howes & Javer Denver, Colorado	$852K	-$2.09K	5	0.45%	Reduced
2988	CI CAZ Investments Houston, Texas	$847K	-$376K	1	1.04%	Reduced
2989	GI Glovista Investments Jersey City, New Jersey	$837K	+$209K	3	0.16%	Increased
2990	Truepoint Inc Cincinnati, Ohio	$837K	-$353K	2	0.08%	Reduced
2991	VFP Verus Financial Partners Richmond, Virginia	$837K	-$21.8K	2	0.32%	Reduced
2992	RCG Ruggie Capital Group Tavares, Florida	$833K	+$142K	5	0.53%	Increased
2993	WA WESPAC Advisors Orinda, California	$829K	-$2.9M	1	0.55%	Reduced
2994	Empirical Finance Havertown, Pennsylvania	$827K	+$246K	3	0.29%	Increased
2995	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$821K	+$57.1K	1	0.52%	Increased
2996	CG CFO4Life Group Coppell, Texas	$811K	-$216K	2	0.65%	Reduced
2997	WCM Windsor Capital Management Phoenix, Arizona	$797K	$0	2	0.4%	Maintained
2998	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$792K	+$493K	2	0.06%	Increased
2999	TG Threshold Group Seattle, Washington	$774K	+$759K	1	0.62%	New
3000	AEPG American Economic Planning Group Warren, New Jersey	$773K	-$4.09K	2	0.29%	Reduced