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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	DRW Securities Chicago, Illinois	$1.66M	-$1.3M	2	0.09%	Reduced
3402	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.65M	+$2.54K	2	1.01%	Increased
3403	DOA D'Orazio & Associates Falls Church, Virginia	$1.65M	+$3.67K	9	0.48%	Increased
3404	BWM BigSur Wealth Management Miami, Florida	$1.65M	-$219K	2	1.15%	Reduced
3405	RCC Red Cedar Capital Omaha, Nebraska	$1.65M	$0	5	1.39%	Maintained
3406	HPC Hobart Private Capital Charlotte, North Carolina	$1.64M	-$762K	5	1.14%	Reduced
3407	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$1.64M	+$192K	3	0.99%	Increased
3408	MPW MA Private Wealth San Carlos, California	$1.63M	-$222K	2	0.48%	Reduced
3409	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$1.62M	+$51K	4	0.87%	Increased
3410	IF IRON Financial Northbrook, Illinois	$1.62M	+$415K	3	1.51%	Increased
3411	HCM HGI Capital Management New York	$1.61M	-$81K	1	0.73%	Reduced
3412	OWA Outlook Wealth Advisors Shenandoah, Texas	$1.61M	+$147K	3	1.06%	Increased
3413	EWA ERTS Wealth Advisors Marquette, Michigan	$1.6M	+$221K	2	0.88%	Increased
3414	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$1.59M	+$118K	13	4.51%	Increased
3415	AIA Arbor Investment Advisors Winston Salem, North Carolina	$1.59M	+$70.5K	2	0.5%	Increased
3416	Mesirow Financial Investment Management Chicago, Illinois	$1.59M	-$246K	3	5.8%	Reduced
3417	JIP JBJ Investment Partners Charleston, South Carolina	$1.58M	-$401K	1	0.57%	Reduced
3418	HC Hamilton Capital Columbus, Ohio	$1.58M	+$701K	1	0.55%	Increased
3419	I2I Insight 2811 Inc Chicago, Illinois	$1.57M	-$499K	2	1.13%	Reduced
3420	PP PDS Planning Dublin, Ohio	$1.57M	+$165K	3	1.17%	Increased
3421	PA Planning Alternatives Birmingham, Michigan	$1.57M	-$192K	2	0.29%	Reduced
3422	CG Corundum Group Colorado Springs, Colorado	$1.57M	+$63.4K	3	1.8%	Increased
3423	KLCM KG&L Capital Management Saint Francisville, Louisiana	$1.57M	-$219K	2	1.5%	Reduced
3424	DI DAGCO Inc Westlake, Ohio	$1.56M	-$28.3K	1	1.64%	Reduced
3425	RWG Regal Wealth Group Seal Beach, California	$1.56M	+$53.1K	6	1.08%	Increased