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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
3251	CG CFO4Life Group Coppell, Texas	$944K	+$12.2K	2	0.74%	Increased
3252	SHJ Sharkey, Howes & Javer Denver, Colorado	$944K	+$520	6	0.55%	Increased
3253	GAM Gould Asset Management Claremont, California	$942K	-$497K	1	0.41%	Reduced
3254	PS Portfolio Strategies Monsey, New York	$939K	+$919K	9	0.65%	New
3255	SWP Strategic Wealth Partners Independence, Ohio	$930K	+$921K	13	0.52%	New
3256	SA SRH Advisors Salina, Kansas	$928K	-$41K	9	3.67%	Reduced
3257	FL Fort LP Chevy Chase, Maryland	$925K	-$11.9M	1	0.22%	Reduced
3258	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$924K	-$8.2K	1	0.58%	Reduced
3259	CPR CSU Producer Resources Fairfield, Ohio	$921K	$0	1	4.01%	Maintained
3260	HPCM High Pointe Capital Management Chicago, Illinois	$920K	-$290K	1	1.26%	Reduced
3261	HCM Hudson Capital Management Ramsey, New Jersey	$920K	+$883K	1	0.68%	New
3262	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$916K	+$885K	6	1.87%	New
3263	GWI Grace & White Inc Ny, New York	$910K	+$112K	2	0.18%	Increased
3264	DSN D. Scott Neal Lexington, Kentucky	$905K	-$19.8K	7	0.54%	Reduced
3265	AIC Ayalon Insurance Company Ramat Gan, Israel	$903K	+$937K	1	0.74%	New
3266	CWA Clarus Wealth Advisors Peoria, Arizona	$898K	+$861K	1	0.86%	New
3267	CI CAZ Investments Houston, Texas	$896K	$0	1	2.01%	Maintained
3268	WDL Well Done LLC Holland, Michigan	$882K	-$801K	2	0.29%	Reduced
3269	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$872K	+$811K	2	0.54%	New
3270	SRSA S.R. Schill & Associates Mercer Island, Washington	$872K	+$8.2K	1	0.54%	Increased
3271	CFD Creative Financial Designs Kokomo, Indiana	$868K	+$56K	22	0.59%	Increased
3272	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$860K	+$846K	2	0.77%	New
3273	W WealthShield Cary, North Carolina	$858K	+$831K	2	0.52%	New
3274	WP WealthShield Partners Cary, North Carolina	$858K	+$831K	2	0.52%	New
3275	AI ArchPoint Investors Coral Gables, Florida	$844K	-$2.35M	5	0.26%	Reduced