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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
3326	PCI Pacifica Capital Investments Leander, Texas	$730K	$0	2	0.39%	Maintained
3327	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$724K	$0	6	0.28%	Maintained
3328	FFW Fusion Family Wealth Woodbury, New York	$718K	+$3.57K	5	0.24%	Increased
3329	LFG LifePlan Financial Group Dayton, Ohio	$717K	+$459K	15	0.42%	Increased
3330	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$708K	-$13.8M	2	0.06%	Reduced
3331	WP WealthShield Partners Cary, North Carolina	$705K	-$184K	2	0.45%	Reduced
3332	SI Sensato Investors San Francisco, California	$702K	+$730K	2	0.11%	New
3333	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$700K	-$384K	1	0.56%	Reduced
3334	BWM Bernicke Wealth Management Altoona, Wisconsin	$698K	-$62.5K	1	0.51%	Reduced
3335	SCA SMH Capital Advisors Fort Worth, Texas	$698K	+$720K	1	1.08%	New
3336	FCM Ferox Capital Management London, United Kingdom	$696K	+$700K	1	0.48%	New
3337	OKSA O'Keefe Stevens Advisory Rochester, New York	$687K	$0	2	0.61%	Maintained
3338	TCB Texas Capital Bancshares Dallas, Texas	$679K	-$18.1K	2	1.6%	Reduced
3339	ACM AUA Capital Management Camp Hill, Pennsylvania	$678K	-$381K	7	0.58%	Reduced
3340	KFA Kabarec Financial Advisors Palatine, Illinois	$677K	-$5.85K	2	0.43%	Reduced
3341	VFP Verus Financial Partners Richmond, Virginia	$674K	-$55.1K	2	0.26%	Reduced
3342	BC Blueport Capital Fort Worth, Texas	$663K	+$445K	1	6.77%	Increased
3343	CWM Cahaba Wealth Management Atlanta, Georgia	$663K	-$7.41K	2	0.26%	Reduced
3344	DA Doliver Advisors Houston, Texas	$660K	+$664K	1	0.29%	New
3345	EIA Eldridge Investment Advisors Manchester, New Hampshire	$650K	+$202K	1	0.49%	Increased
3346	DP Denver PWM Denver, Colorado	$648K	+$2.83K	1	0.58%	Increased
3347	RCG Ruggie Capital Group Tavares, Florida	$647K	-$857	7	0.35%	Reduced
3348	SFC SYM Financial Corp Winona Lake, Indiana	$646K	-$92.2K	2	0.39%	Reduced
3349	TCM TD Capital Management Memphis, Tennessee	$640K	+$435	6	0.18%	Increased
3350	AWMG Alliance Wealth Management Group Flemington, New Jersey	$633K	+$214K	2	0.3%	Increased