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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
3051	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$605K	-$1.03M	1	0.25%	Reduced
3052	PC Pecaut & Co Sioux City, Iowa	$603K	$0	1	0.49%	Maintained
3053	FDS First Dallas Securities Dallas, Texas	$590K	+$607K	1	0.41%	New
3054	GA Geller Advisors New York	$580K	+$102K	1	0.28%	Increased
3055	JWM Janiczek Wealth Management Denver, Colorado	$578K	$0	2	0.32%	Maintained
3056	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$564K	$0	1	0.47%	Maintained
3057	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$563K	+$112K	2	0.09%	Increased
3058	RCA Rex Capital Advisors Providence, Rhode Island	$555K	+$9.57K	1	0.43%	Increased
3059	DLHL Donald L. Hagan LLC Sarasota, Florida	$554K	-$1.96M	1	0.5%	Reduced
3060	EMB Elefante Mark B	$542K	+$21.4K	1	3.95%	Increased
3061	BCM Baltimore Capital Management Baltimore, Maryland	$541K	$0	2	0.76%	Maintained
3062	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$536K	$0	1	0.15%	Maintained
3063	TA TMD & Associates Scottsdale, Arizona	$533K	$0	1	0.49%	Maintained
3064	CA Continental Advisors Park City, Utah	$529K	-$86.5K	1	0.12%	Reduced
3065	BWM Biltmore Wealth Management Tempe, Arizona	$528K	-$279K	1	0.56%	Reduced
3066	Miracle Mile Advisors Los Angeles, California	$523K	+$20.7K	1	0.09%	Increased
3067	FAM Flaharty Asset Management Clearwater, Florida	$519K	+$497K	1	0.27%	Increased
3068	Orgel Wealth Management Altoona, Wisconsin	$506K	-$3.58K	1	0.18%	Reduced
3069	QC QCM Cayman Houston, Texas	$506K	-$848K	2	1.3%	Reduced
3070	BT Brandywine Trust Hockessin, Delaware	$502K	+$475K	1	0.45%	New
3071	AIP Ahrens Investment Partners Lafayette, Louisiana	$500K	+$82.2K	1	0.21%	Increased
3072	LCM Lafitte Capital Management Austin, Texas	$498K	$0	1	0.28%	Maintained
3073	TCM TD Capital Management Memphis, Tennessee	$498K	+$31.5K	6	0.14%	Increased
3074	LWA Lowe Wealth Advisors Columbia, Maryland	$497K	+$2.41K	8	0.31%	Increased
3075	FA Fortis Advisors Wayne, Pennsylvania	$488K	-$320K	2	0.34%	Reduced