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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	KIC Keating Investment Counselors Delray Beach, Florida	$772K	+$24.7K	2	0.37%	Increased
3327	DLHL Donald L. Hagan LLC Sarasota, Florida	$766K	-$158K	1	0.62%	Reduced
3328	WP WealthShield Partners Cary, North Carolina	$766K	+$1.18M	3	0.47%	Increased
3329	KAM Kazazian Asset Management Fort Lauderdale, Florida	$759K	-$43.5K	1	0.7%	Reduced
3330	JWM Janiczek Wealth Management Denver, Colorado	$758K	+$416K	6	0.4%	Increased
3331	WCM Windsor Capital Management Phoenix, Arizona	$758K	-$32.3K	2	0.35%	Reduced
3332	FFW Fusion Family Wealth Woodbury, New York	$751K	+$355M	5	0.21%	Increased
3333	TCB Texas Capital Bancshares Dallas, Texas	$745K	+$1.33K	2	1.62%	Increased
3334	CFN Cordasco Financial Network Naples, Florida	$739K	+$91.5K	6	0.73%	Increased
3335	CWM Cahaba Wealth Management Atlanta, Georgia	$738K	-$85.1K	2	0.26%	Reduced
3336	DCM Dimension Capital Management Coral Gables, Florida	$736K	+$53.4K	1	0.4%	Increased
3337	TI Telemetry Investments New York	$731K	+$185K	2	0.28%	Increased
3338	ACM AUA Capital Management Camp Hill, Pennsylvania	$728K	$0	7	0.64%	Maintained
3339	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$726K	+$388	2	0.77%	Increased
3340	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$722K	-$499K	1	0.58%	Reduced
3341	PEA Pacific Edge Advisors Corona Del Mar, California	$722K	+$199K	2	0.4%	Increased
3342	FA Fortis Advisors Wayne, Pennsylvania	$720K	+$134K	5	0.41%	Increased
3343	OKSA O'Keefe Stevens Advisory Rochester, New York	$714K	$0	2	0.57%	Maintained
3344	DA Doliver Advisors Houston, Texas	$711K	$0	1	0.3%	Maintained
3345	SFC SYM Financial Corp Winona Lake, Indiana	$707K	-$14.9K	2	0.42%	Reduced
3346	SWP Strategic Wealth Partners Independence, Ohio	$693K	-$221K	9	0.4%	Reduced
3347	TCM TD Capital Management Memphis, Tennessee	$692K	$0	6	0.19%	Maintained
3348	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$690K	-$1.04M	1	0.32%	Reduced
3349	LA LexAurum Advisors Overland Park, Kansas	$689K	+$85.8K	1	0.61%	Increased
3350	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$680K	$0	1	0.18%	Maintained