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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	WP Wedgewood Partners St Louis, Missouri	$505K	-$557K	1	0.03%	Reduced
3402	FIMG Financial & Investment Management Group Traverse City, Michigan	$502K	+$207K	2	0.16%	Increased
3403	BC Blueport Capital Fort Worth, Texas	$500K	-$137K	1	6.27%	Reduced
3404	FIG FundX Investment Group San Francisco, California	$500K	-$6K	2	0.25%	Reduced
3405	DC Derby & Company Newton, Massachusetts	$494K	-$614K	1	0.3%	Reduced
3406	PTC Provident Trust Company Waukesha, Wisconsin	$493K	$0	1	0.02%	Maintained
3407	BWM Biltmore Wealth Management Tempe, Arizona	$492K	-$330K	1	0.45%	Reduced
3408	GCA Gradient Capital Advisors San Diego, California	$492K	+$123K	1	0.46%	Increased
3409	PA Parkside Advisors Berkeley, California	$492K	+$473K	2	0.35%	New
3410	RQS Ramsey Quantitative Systems Louisville, Kentucky	$492K	-$657K	4	0.5%	Reduced
3411	ZF Zhang Financial Portage, Michigan	$485K	-$2.42K	1	0.25%	Reduced
3412	CFG CKW Financial Group Honolulu, Hawaii	$482K	+$11.1K	6	0.1%	Increased
3413	ODG O'Dell Group Cincinnati, Ohio	$481K	+$24.9K	2	0.33%	Increased
3414	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$470K	-$86.6K	8	0.27%	Reduced
3415	HP HT Partners Centerbrook, Connecticut	$465K	$0	1	0.19%	Maintained
3416	WB Wilks Brothers Cisco, Texas	$461K	+$481K	1	0.05%	New
3417	GWM GSB Wealth Management Guilford, Connecticut	$451K	$0	1	2.14%	Maintained
3418	RWA RGT Wealth Advisors Dallas, Texas	$441K	-$2.17M	2	1.42%	Reduced
3419	BJ Brouwer & Janachowski Mill Valley, California	$440K	+$168K	1	0.08%	Increased
3420	Private Management Group Irvine, California	$436K	-$170K	1	0.02%	Reduced
3421	VBFG Vishria Bird Financial Group Memphis, Tennessee	$427K	+$420K	1	0.4%	New
3422	SCA Strategic Capital Advisers Denver, Colorado	$418K	+$3K	1	0.31%	Increased
3423	EP Eversept Partners New York	$418K	+$396K	1	0.19%	New
3424	PWM Paulson Wealth Management Wheaton, Illinois	$417K	-$2.23K	1	0.41%	Reduced
3425	HS Horan Securities Cincinnati, United States	$406K	+$53.7K	4	0.39%	Increased