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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
3076	SIM Stratos Investment Management Beachwood, Ohio	$3.64M	+$3.4M	2	2.87%	New
3077	UCMOK United Capital Management of KS Salina, Kansas	$3.64M	+$550K	3	2.85%	Increased
3078	CC Cypress Capital Franklin, Tennessee	$3.63M	-$161K	3	1.51%	Reduced
3079	LWM Liberty Wealth Management Oakland, California	$3.63M	-$96.3K	27	2.74%	Reduced
3080	WPW Winthrop Partners - WNY Buffalo, New York	$3.62M	-$433K	5	2.82%	Reduced
3081	ACM Armbruster Capital Management Pittsford, New York	$3.62M	+$869K	4	1.56%	Increased
3082	Algert Global San Francisco, California	$3.62M	-$11.6M	9	2.07%	Reduced
3083	SAM Sycomore Asset Management Paris, France	$3.61M	+$973K	3	1.77%	Increased
3084	VIG Vienna Insurance Group Warsaw, Poland	$3.61M	-$1.36M	2	3.79%	Reduced
3085	PK Pflug Koory Omaha, Nebraska	$3.61M	-$3.8K	10	2.82%	Reduced
3086	WDL Well Done LLC Holland, Michigan	$3.61M	-$506K	4	0.89%	Reduced
3087	VR Viridian RIA Bothell, Washington	$3.6M	+$111K	2	1.59%	Increased
3088	CWM Centric Wealth Management Chicago, Illinois	$3.59M	-$302K	4	3.32%	Reduced
3089	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$3.59M	+$955K	4	1.41%	Increased
3090	OTIP One Tusk Investment Partners New York	$3.57M	+$3.07M	1	4.7%	New
3091	FCB First Command Bank Fort Worth, Texas	$3.57M	+$156K	15	1.77%	Increased
3092	FCFS First Command Financial Services Fort Worth, Texas	$3.57M	+$156K	15	1.77%	Increased
3093	AAM American Asset Management Boca Raton, Florida	$3.57M	+$239K	5	2.69%	Increased
3094	LSC Lesa Sroufe & Co Seattle, Washington	$3.54M	-$49K	1	3.03%	Reduced
3095	SG Somerset Group Wayzata, Minnesota	$3.54M	+$217K	2	2.97%	Increased
3096	DIM DC Investments Management Mclean, Virginia	$3.53M	-$2.79M	7	2.24%	Reduced
3097	RM Resource Management Metairie, Louisiana	$3.53M	+$509K	3	0.64%	Increased
3098	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$3.53M	-$670K	4	2.07%	Reduced
3099	CWAG Compton Wealth Advisory Group Virginia Beach, Virginia	$3.53M	+$40.7K	3	1.87%	Increased
3100	FBFS First Business Financial Services Madison, Wisconsin	$3.52M	-$44.4K	4	0.63%	Reduced