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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
3401	PCFFS Pacific Center for Financial Services San Ramon, California	$465K	$0	12	0.28%	Maintained
3402	BA Bristol Advisors Conshohocken, Pennsylvania	$460K	-$3.86M	1	1.5%	Reduced
3403	PTC Provident Trust Company Waukesha, Wisconsin	$456K	$0	1	0.02%	Maintained
3404	XS XML Securities Bethesda, Maryland	$453K	+$449K	2	0.56%	New
3405	AI Acuitas Investments Seattle, Washington	$449K	+$510K	1	3.57%	New
3406	CFG CKW Financial Group Honolulu, Hawaii	$444K	+$13.7K	8	0.1%	Increased
3407	RPG Risk Paradigm Group Austin, Texas	$440K	-$157K	2	0.56%	Reduced
3408	CAM CGOV Asset Management Toronto, Ontario, Canada	$435K	-$811K	1	0.03%	Reduced
3409	ZF Zhang Financial Portage, Michigan	$431K	-$266K	1	0.23%	Reduced
3410	ODG O'Dell Group Cincinnati, Ohio	$430K	+$203K	2	0.31%	Increased
3411	SHA Seneca House Advisors Richmond, Virginia	$430K	-$143K	1	0.36%	Reduced
3412	HP HT Partners Centerbrook, Connecticut	$425K	$0	1	0.17%	Maintained
3413	BWM BigSur Wealth Management Miami, Florida	$418K	+$113K	1	0.3%	Increased
3414	ACM Akanthos Capital Management Woodland Hills, California	$417K	+$411K	1	0.39%	New
3415	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$415K	-$2.74K	1	0.38%	Reduced
3416	Alphabet Inc Mountain View, California	$407K	+$394K	1	0.07%	New
3417	CF Copperwynd Financial Scottsdale, Arizona	$407K	+$24.3K	1	0.28%	Increased
3418	PWM Paulson Wealth Management Wheaton, Illinois	$388K	-$413K	1	0.39%	Reduced
3419	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$386K	$0	1	0.08%	Maintained
3420	GWM GSB Wealth Management Guilford, Connecticut	$381K	$0	1	1.84%	Maintained
3421	VCM Vivaldi Capital Management Chicago, Illinois	$375K	-$20.6K	1	0.28%	Reduced
3422	JWM Janiczek Wealth Management Denver, Colorado	$374K	-$244K	1	0.21%	Reduced
3423	IWA Inspirion Wealth Advisors Libertyville, Illinois	$366K	-$3.93K	1	0.18%	Reduced
3424	DLG Daniel L. Goodwin	$365K	$0	1	0.18%	Maintained
3425	SIM Sadoff Investment Management Milwaukee, Wisconsin	$358K	+$9.14K	1	0.03%	Increased