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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
3451	TCM Towercrest Capital Management Newtown, Pennsylvania	$294K	$0	1	0.2%	Maintained
3452	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$286K	$0	1	0.09%	Maintained
3453	IF Ironwood Financial Tucson, Arizona	$283K	$0	5	0.31%	Maintained
3454	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$280K	+$34.5K	1	0.15%	Increased
3455	FRM Foundation Resource Management Little Rock, Arkansas	$275K	$0	1	0.06%	Maintained
3456	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$275K	-$67K	2	0.17%	Reduced
3457	OC Oakmont Corp Los Angeles, California	$274K	$0	1	0.04%	Maintained
3458	PP Pension Partners New York	$274K	$0	1	0.18%	Maintained
3459	BWM Brickley Wealth Management San Mateo, California	$273K	-$6.95K	1	0.14%	Reduced
3460	FIM Farmhouse Investment Management Greenbrae, California	$264K	$0	1	0.18%	Maintained
3461	LFS Legacy Financial Strategies Overland Park, Kansas	$259K	-$110K	1	0.25%	Reduced
3462	KLI Kelman-Lazarov Inc Memphis, Tennessee	$254K	-$244K	1	0.14%	Reduced
3463	FPIS Financial Planning & Information Services De Pere, Wisconsin	$251K	$0	1	0.09%	Maintained
3464	BA Ballew Advisors Jackson, Mississippi	$250K	+$253K	4	0.22%	New
3465	BJ Brouwer & Janachowski Mill Valley, California	$250K	-$4.39K	1	0.05%	Reduced
3466	OA Opes Advisors Cupertino, California	$250K	-$26K	1	0.2%	Reduced
3467	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$249K	-$488K	1	0.23%	Reduced
3468	PA Prism Advisors Studio City, California	$242K	$0	1	0.14%	Maintained
3469	PFG Piershale Financial Group Barrington, Illinois	$240K	$0	1	0.13%	Maintained
3470	CG CFO4Life Group Coppell, Texas	$239K	-$722K	1	0.2%	Reduced
3471	Edgewood Management Greenwich, Connecticut	$230K	-$884K	1	0%	Reduced
3472	CCA Covey Capital Advisors Atlanta, Georgia	$229K	$0	1	0.31%	Maintained
3473	JA JVL Associates Wyoming, Michigan	$225K	$0	1	0.23%	Maintained
3474	MAM Marquette Asset Management Minneapolis, Minnesota	$225K	$0	1	0.08%	Maintained
3475	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$222K	+$228K	1	0.24%	New