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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	OA Opes Advisors Cupertino, California	$308K	+$37.3K	1	0.23%	Increased
3452	GF Goodman Financial Houston, Texas	$307K	-$14.5K	1	0.14%	Reduced
3453	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$306K	-$140K	1	0.44%	Reduced
3454	PP Pension Partners New York	$296K	$0	1	0.22%	Maintained
3455	IF Ironwood Financial Tucson, Arizona	$287K	$0	5	0.17%	Maintained
3456	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$287K	-$1.83M	1	0.04%	Reduced
3457	OAJ Ogorek Anthony Joseph Williamsville, New York	$285K	-$15.1K	10	0.22%	Reduced
3458	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$283K	-$11.8K	2	0.17%	Reduced
3459	OTC Opera Trading Capital Paris, France	$282K	-$2.86M	7	0.04%	Reduced
3460	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$282K	+$12.9K	1	0.25%	Increased
3461	HWM Highwater Wealth Management Glendale, Colorado	$279K	-$18.9M	1	2.05%	Reduced
3462	CBOR Community Bank of Raymore Raymore, Missouri	$277K	+$48K	1	0.09%	Increased
3463	BA Ballew Advisors Jackson, Mississippi	$273K	+$7.88K	4	0.31%	Increased
3464	CCM Colorado Capital Management Boulder, Colorado	$273K	+$268K	1	0.19%	New
3465	CX Institutional Auburn, Indiana	$273K	+$265K	10	0.1%	New
3466	FPIS Financial Planning & Information Services De Pere, Wisconsin	$271K	$0	1	0.1%	Maintained
3467	LFS Legacy Financial Strategies Overland Park, Kansas	$271K	-$8.14K	1	0.24%	Reduced
3468	TB Terril Brothers St. Louis, Missouri	$270K	$0	1	0.08%	Maintained
3469	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$267K	+$105K	3	0.18%	Increased
3470	LYV Live Your Vision West Conshohocken, Pennsylvania	$259K	+$77.8K	5	0.09%	Increased
3471	FIM Farmhouse Investment Management Greenbrae, California	$254K	$0	1	0.16%	Maintained
3472	FRM Foundation Resource Management Little Rock, Arkansas	$251K	$0	1	0.05%	Maintained
3473	MAP Milestone Advisory Partners Southern Pines, North Carolina	$251K	+$23.3K	1	0.19%	Increased
3474	PA Prism Advisors Studio City, California	$250K	$0	1	0.13%	Maintained
3475	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$247K	$0	1	0.17%	Maintained