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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	FRM Foundation Resource Management Little Rock, Arkansas	$379K	+$8.72K	1	0.07%	Increased
3102	Avidian Wealth Enterprises Houston, Texas	$376K	+$19.4K	1	0.14%	Increased
3103	GS Girard Securities San Diego, California	$368K	-$740K	1	0.31%	Reduced
3104	LCM Lafitte Capital Management Austin, Texas	$367K	-$144K	1	0.2%	Reduced
3105	AIP Ahrens Investment Partners Lafayette, Louisiana	$358K	+$22.4K	1	0.17%	Increased
3106	HCM Herndon Capital Management Atlanta, Georgia	$357K	-$29.5K	7	0.05%	Reduced
3107	ABA American Beacon Advisors Irving, Texas	$356K	+$360K	4	4.67%	New
3108	FIG FundX Investment Group San Francisco, California	$355K	$0	1	0.15%	Maintained
3109	DCM Dimension Capital Management Coral Gables, Florida	$354K	+$344K	1	0.12%	New
3110	CP Corbenic Partners Bethlehem, Pennsylvania	$348K	-$1.93M	6	0.43%	Reduced
3111	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$348K	$0	1	0.09%	Maintained
3112	WP WealthPLAN Partners Omaha, Nebraska	$343K	+$335K	11	1.19%	New
3113	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$343K	-$31.3K	5	0.23%	Reduced
3114	BCM Breithorn Capital Management New York	$343K	$0	1	0.25%	Maintained
3115	FIMG Financial & Investment Management Group Traverse City, Michigan	$341K	+$2.01K	1	0.12%	Increased
3116	RTS Round Table Services Westfield, New Jersey	$340K	+$122K	1	0.12%	Increased
3117	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$324K	+$13.8K	1	0.29%	Increased
3118	FAG Financial Advisory Group Houston, Texas	$322K	+$1.02K	1	0.11%	Increased
3119	MGAM McGowan Group Asset Management Dallas, Texas	$321K	-$6.15K	1	0.06%	Reduced
3120	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$319K	+$298K	1	0.19%	New
3121	HP HT Partners Centerbrook, Connecticut	$317K	-$21.1K	1	0.15%	Reduced
3122	BJ Brouwer & Janachowski Mill Valley, California	$314K	-$1.17K	1	0.07%	Reduced
3123	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$314K	$0	1	0.17%	Maintained
3124	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$314K	+$67K	1	0.24%	Increased
3125	KFS Kissinger Financial Services Hunt Valley, Maryland	$312K	+$24.4K	1	0.32%	Increased