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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	Truepoint Inc Cincinnati, Ohio	$1.1M	-$274K	2	0.1%	Reduced
3277	BSG Black Swift Group Boulder, Colorado	$1.1M	+$913K	2	0.71%	Increased
3278	RCS Retirement Capital Strategies San Jose, California	$1.1M	+$1.05M	1	0.54%	New
3279	TC Trilogy Capital Irvine, California	$1.09M	-$22.2K	21	0.14%	Reduced
3280	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$1.09M	+$245K	2	0.28%	Increased
3281	IF IRON Financial Northbrook, Illinois	$1.08M	-$34.9K	2	0.72%	Reduced
3282	CWM Cedar Wealth Management Walnut Creek, California	$1.08M	+$22.7K	2	0.57%	Increased
3283	PFA Pathway Financial Advisors South Burlington, Vermont	$1.07M	-$1.41M	2	0.59%	Reduced
3284	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$1.06M	$0	2	0.11%	Maintained
3285	SFS Summit Financial Strategies Columbus, Ohio	$1.05M	+$21.6K	1	0.48%	Increased
3286	GWI Grace & White Inc Ny, New York	$1.05M	$0	1	0.22%	Maintained
3287	HCM Hudson Capital Management Ramsey, New Jersey	$1.04M	+$352K	2	0.79%	Increased
3288	KSCM Kamunting Street Capital Management Miami Beach, Florida	$1.03M	$0	1	0.94%	Maintained
3289	DII Domini Impact Investments New York	$1.03M	$0	3	14.58%	Maintained
3290	WP WealthShield Partners Cary, North Carolina	$1.02M	+$156K	2	0.58%	Increased
3291	TG TLP Group Evanston, Illinois	$1M	-$260K	23	1.58%	Reduced
3292	AEPG American Economic Planning Group Warren, New Jersey	$993K	-$11.8K	2	0.35%	Reduced
3293	FA Fortis Advisors Wayne, Pennsylvania	$988K	+$131K	8	0.56%	Increased
3294	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$985K	$0	1	0.6%	Maintained
3295	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$985K	+$250K	2	0.73%	Increased
3296	SPL Smart Portfolios LLC Seattle, Washington	$983K	$0	2	0.61%	Maintained
3297	VCP Vista Capital Partners Portland, Oregon	$975K	+$2	2	0.2%	Increased
3298	FCM Ferox Capital Management London, United Kingdom	$974K	$0	1	0.71%	Maintained
3299	Pure Financial Advisors San Diego, California	$974K	+$923K	1	0.21%	New
3300	CI CAZ Investments Houston, Texas	$960K	+$18.7K	4	2.62%	Increased