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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
3126	KLI Kelman-Lazarov Inc Memphis, Tennessee	$291K	-$55.9K	1	0.15%	Reduced
3127	FIG FundX Investment Group San Francisco, California	$290K	$0	1	0.12%	Maintained
3128	GF Goodman Financial Houston, Texas	$290K	-$5.18M	1	0.14%	Reduced
3129	ABA American Beacon Advisors Irving, Texas	$287K	-$86K	3	3.42%	Reduced
3130	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$284K	+$278K	1	0.17%	New
3131	Blackhill Capital Morristown, New Jersey	$283K	+$278K	1	0.05%	New
3132	DII Domini Impact Investments New York	$271K	$0	1	6.16%	Maintained
3133	CF Corrigan Financial Middletown, Rhode Island	$271K	+$40.5K	1	0.24%	Increased
3134	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$270K	+$2K	4	0.15%	Increased
3135	IF Ironwood Financial Tucson, Arizona	$270K	$0	5	0.17%	Maintained
3136	BFG Barber Financial Group Lenexa, Kansas	$269K	+$39.7K	1	0.08%	Increased
3137	VCM Vivaldi Capital Management Chicago, Illinois	$267K	+$261K	1	1.15%	Increased
3138	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$262K	$0	1	0.14%	Maintained
3139	RPG Risk Paradigm Group Austin, Texas	$262K	-$296K	2	0.32%	Reduced
3140	LFG LifePlan Financial Group Dayton, Ohio	$261K	+$2.78K	1	0.17%	Increased
3141	FRM Foundation Resource Management Little Rock, Arkansas	$260K	-$55.6K	1	0.04%	Reduced
3142	HS Horan Securities Cincinnati, United States	$259K	+$11.2K	3	0.25%	Increased
3143	CP Corbenic Partners Bethlehem, Pennsylvania	$256K	+$32.2K	5	0.34%	Increased
3144	FMP Financial Management Professionals Austin, Texas	$254K	-$52.7K	10	0.11%	Reduced
3145	BWM BigSur Wealth Management Miami, Florida	$247K	+$41.1K	1	0.25%	Increased
3146	NI NFC Investments Memphis, Tennessee	$245K	$0	1	0.08%	Maintained
3147	ACM Avalon Capital Management Port Of Redwood City, California	$244K	+$73	1	0.17%	Increased
3148	CCA Covey Capital Advisors Atlanta, Georgia	$242K	$0	1	0.35%	Maintained
3149	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$236K	+$16.4K	1	0.62%	Increased
3150	TCM Towercrest Capital Management Newtown, Pennsylvania	$236K	$0	1	0.18%	Maintained