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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
3276	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$830K	+$796K	1	0.64%	New
3277	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$828K	-$44.3K	1	0.57%	Reduced
3278	BW Biegel & Waller Columbia, Maryland	$825K	-$257K	2	0.48%	Reduced
3279	LWM Lyons Wealth Management Winter Park, Florida	$825K	-$5.68M	1	1.35%	Reduced
3280	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$822K	-$794K	2	0.46%	Reduced
3281	EIM Elephas Investment Management Hong Kong	$822K	+$745K	1	0.22%	New
3282	LBG Lloyds Banking Group London, United Kingdom	$822K	-$181	4	7.62%	Reduced
3283	DLHL Donald L. Hagan LLC Sarasota, Florida	$817K	+$188K	2	0.69%	Increased
3284	WCM Windsor Capital Management Phoenix, Arizona	$814K	-$55.4K	2	0.38%	Reduced
3285	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$813K	+$364K	1	0.62%	Increased
3286	NVPX Norwest Venture Partners X Palo Alto, California	$803K	$0	1	0.72%	Maintained
3287	WSL Western Standard LLC Los Angeles, California	$797K	+$571K	1	0.93%	Increased
3288	PC Pecaut & Co Sioux City, Iowa	$792K	+$90.5K	1	0.58%	Increased
3289	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$782K	+$757K	2	0.65%	New
3290	Hershey Trust Company Hershey, Pennsylvania	$781K	+$787K	1	0.01%	Increased
3291	HPC Hobart Private Capital Charlotte, North Carolina	$778K	+$783K	2	0.69%	New
3292	PWM Paulson Wealth Management Wheaton, Illinois	$777K	+$759K	15	0.68%	New
3293	RAM Riggs Asset Management Dallas, Pennsylvania	$776K	-$49	7	0.31%	Reduced
3294	ACA Ackerman Capital Advisors Dallas, Texas	$774K	+$839K	2	0.33%	New
3295	AIA Arbor Investment Advisors Winston Salem, North Carolina	$774K	+$28.1K	2	0.34%	Increased
3296	SFS Summit Financial Strategies Columbus, Ohio	$774K	-$2.79K	1	0.41%	Reduced
3297	AIP Ahrens Investment Partners Lafayette, Louisiana	$767K	+$185K	1	0.31%	Increased
3298	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$763K	-$78.6K	9	0.86%	Reduced
3299	JFM Jackson Financial Management Costa Mesa, California	$760K	+$768K	2	0.69%	New
3300	AIP Almanack Investment Partners Wayne, Pennsylvania	$758K	+$51.8K	2	0.3%	Increased