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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
3101	FIMG Financial & Investment Management Group Traverse City, Michigan	$323K	+$1.98K	1	0.12%	Increased
3102	HP HT Partners Centerbrook, Connecticut	$319K	$0	1	0.17%	Maintained
3103	AIP Ahrens Investment Partners Lafayette, Louisiana	$316K	+$306K	1	0.17%	New
3104	AWMG Alliance Wealth Management Group Flemington, New Jersey	$315K	$0	1	0.23%	Maintained
3105	AIP Almanack Investment Partners Wayne, Pennsylvania	$313K	+$303K	1	0.26%	New
3106	GIM Guild Investment Management Los Angeles, California	$311K	+$301K	1	0.28%	New
3107	MGAM McGowan Group Asset Management Dallas, Texas	$308K	+$9.74K	1	0.06%	Increased
3108	FAG Financial Advisory Group Houston, Texas	$303K	-$34.2K	1	0.12%	Reduced
3109	BJ Brouwer & Janachowski Mill Valley, California	$301K	-$63.7K	1	0.07%	Reduced
3110	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$300K	-$1.98K	1	0.18%	Reduced
3111	Pure Financial Advisors San Diego, California	$295K	+$285K	1	0.09%	New
3112	WMG WESCAP Management Group Glendale, California	$295K	$0	1	0.15%	Maintained
3113	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$292K	-$15.9K	1	0.23%	Reduced
3114	CCB Cutter & Co Brokerage Ballwin, Missouri	$291K	-$52.4K	1	0.12%	Reduced
3115	LFPWM Leicht Financial Planning & Wealth Management Parsippany, New Jersey	$285K	+$267K	1	0.26%	New
3116	Orgel Wealth Management Altoona, Wisconsin	$281K	-$19.2K	1	0.18%	Reduced
3117	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$271K	+$260K	1	0.09%	New
3118	KFS Kissinger Financial Services Hunt Valley, Maryland	$271K	+$38.5K	1	0.28%	Increased
3119	GCM Grisanti Capital Management New York	$270K	-$51.8K	2	0.12%	Reduced
3120	PFG Piershale Financial Group Barrington, Illinois	$266K	-$66K	1	0.16%	Reduced
3121	Miracle Mile Advisors Los Angeles, California	$264K	+$256K	1	0.06%	New
3122	FBFS First Business Financial Services Madison, Wisconsin	$258K	-$232K	1	0.06%	Reduced
3123	LWA Lenox Wealth Advisors New York	$257K	-$483K	3	0.08%	Reduced
3124	QC QCM Cayman Houston, Texas	$256K	-$124K	1	0.5%	Reduced
3125	DLG Daniel L. Goodwin	$249K	$0	1	0.1%	Maintained