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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	LIA LBMC Investment Advisors Brentwood, Tennessee	$1.62M	-$196K	3	0.26%	Reduced
3402	DAM Doheny Asset Management Los Angeles, California	$1.6M	$0	2	1.36%	Maintained
3403	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.59M	+$129K	5	2.06%	Increased
3404	FGAM Financial Gravity Asset Management Lakeway, Texas	$1.59M	+$1.47M	46	1.29%	New
3405	CFD Creative Financial Designs Kokomo, Indiana	$1.58M	+$111K	14	0.94%	Increased
3406	BI Bramshill Investments Naples, Florida	$1.57M	-$679K	1	0.26%	Reduced
3407	BI Ballast Inc Lexington, Kentucky	$1.55M	+$22.7K	2	1.01%	Increased
3408	Mesirow Financial Investment Management Chicago, Illinois	$1.55M	+$202K	3	6.16%	Increased
3409	CI Cowen Inc New York	$1.54M	-$36.1M	2	0.17%	Reduced
3410	BW Biegel & Waller Columbia, Maryland	$1.53M	-$73.2K	2	0.79%	Reduced
3411	TF TimeScale Financial Danvers, Massachusetts	$1.52M	-$143K	3	0.67%	Reduced
3412	VWA VERITY Wealth Advisors Sausalito, United States	$1.52M	$0	1	1.55%	Maintained
3413	MM Meridian Management Little Rock, Arkansas	$1.51M	+$14.9K	2	0.75%	Increased
3414	WCM Windsor Capital Management Phoenix, Arizona	$1.51M	-$30.1K	3	0.71%	Reduced
3415	DOA D'Orazio & Associates Falls Church, Virginia	$1.51M	-$13.3K	10	0.45%	Reduced
3416	MVUM Matrix VIII US Management Cambridge, Massachusetts	$1.51M	$0	1	34.25%	Maintained
3417	PFA Pathway Financial Advisors South Burlington, Vermont	$1.5M	+$259K	3	0.47%	Increased
3418	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$1.5M	+$110K	3	0.99%	Increased
3419	CWM Campbell Wealth Management Alexandria, Virginia	$1.49M	+$100K	3	0.4%	Increased
3420	SLT St Louis Trust Saint Louis, Missouri	$1.49M	+$231K	3	0.48%	Increased
3421	TD Ameritrade Investment Management Omaha, Nebraska	$1.49M	+$478K	18	0.01%	Increased
3422	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.49M	+$327	2	0.98%	Increased
3423	EMB Elefante Mark B	$1.48M	+$129K	3	6.45%	Increased
3424	RCC Red Cedar Capital Omaha, Nebraska	$1.47M	$0	5	1.26%	Maintained
3425	WCM Weatherstone Capital Management Denver, Colorado	$1.47M	-$2.41M	3	1.56%	Reduced