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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
3426	VFP Verus Financial Partners Richmond, Virginia	$460K	-$228K	1	0.17%	Reduced
3427	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$459K	+$208K	2	0.31%	Increased
3428	PWM Paulson Wealth Management Wheaton, Illinois	$453K	-$3.79K	1	0.41%	Reduced
3429	Pathstone Family Office Englewood, New Jersey	$447K	+$54.6K	4	0.14%	Increased
3430	ACM Alethea Capital Management Mercer Island, Washington	$446K	$0	1	0.67%	Maintained
3431	DC Derby & Company Newton, Massachusetts	$444K	-$88K	1	0.26%	Reduced
3432	NF Nikulski Financial Bettendorf, Iowa	$437K	+$200K	2	0.41%	Increased
3433	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$432K	-$435K	1	0.21%	Reduced
3434	BCM Baltimore Capital Management Baltimore, Maryland	$431K	$0	1	0.69%	Maintained
3435	DC Diametric Capital Boston, Massachusetts	$430K	-$163K	2	0.37%	Reduced
3436	IF Ironwood Financial Tucson, Arizona	$430K	+$95.1K	10	0.23%	Increased
3437	CCP Cyrus Capital Partners New York	$427K	+$528K	1	0.05%	New
3438	SIM Sadoff Investment Management Milwaukee, Wisconsin	$427K	-$155K	1	0.04%	Reduced
3439	BFG Barber Financial Group Lenexa, Kansas	$424K	+$7.26K	1	0.1%	Increased
3440	RPG Resource Planning Group Atlanta, Georgia	$422K	+$400K	1	0.33%	New
3441	GA Geller Advisors New York	$421K	-$520K	1	0.25%	Reduced
3442	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$415K	+$32.7K	1	0.27%	Increased
3443	PDM Penn Davis McFarland Dallas, Texas	$412K	$0	1	0.12%	Maintained
3444	ECM EII Capital Management New York	$403K	+$13.1K	3	0.22%	Increased
3445	Foundations Investment Advisors Phoenix, Arizona	$402K	+$6.75K	1	0.1%	Increased
3446	SIS Sound Income Strategies Ft Lauderdale, Florida	$400K	+$153K	15	0.2%	Increased
3447	VCM Vivaldi Capital Management Chicago, Illinois	$397K	-$293K	1	0.21%	Reduced
3448	BA BCM Advisors Lafayette, Louisiana	$393K	$0	1	0.21%	Maintained
3449	SCP Silverleafe Capital Partners Germantown, Tennessee	$386K	-$6.61K	1	0.24%	Reduced
3450	HCA Heck Capital Advisors Rhinelander, Wisconsin	$386K	+$212K	1	0.13%	Increased