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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
3576	NS NewDay Solutions Hampton, New Hampshire	$720K	+$758K	3	0.66%	New
3577	ACM AUA Capital Management Camp Hill, Pennsylvania	$718K	$0	7	0.65%	Maintained
3578	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$718K	+$764K	8	1.15%	New
3579	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$718K	+$6.01K	2	0.4%	Increased
3580	HFP Holistic Financial Partners Indianapolis, Indiana	$714K	-$26K	2	0.74%	Reduced
3581	AFA American Financial Advisors Marietta, Georgia	$712K	+$751K	1	0.16%	New
3582	TCM TD Capital Management Memphis, Tennessee	$709K	$0	6	0.17%	Maintained
3583	TCB Texas Capital Bancshares Dallas, Texas	$708K	-$36.3K	2	1.61%	Reduced
3584	TFF The Family Firm Bethesda, Maryland	$706K	-$277K	2	0.28%	Reduced
3585	FAM Flaharty Asset Management Clearwater, Florida	$704K	+$10.7K	1	0.3%	Increased
3586	TST Tech Square Trading Boston, Massachusetts	$699K	+$712K	3	4.86%	New
3587	JWM Janiczek Wealth Management Denver, Colorado	$698K	+$34K	6	0.35%	Increased
3588	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$697K	+$33.3K	1	0.15%	Increased
3589	VCM Virtue Capital Management Brentwood, Tennessee	$694K	-$9.44M	2	0.32%	Reduced
3590	SA SL Advisors Westfield, New Jersey	$693K	$0	1	1.43%	Maintained
3591	SFC SYM Financial Corp Winona Lake, Indiana	$686K	-$512K	2	0.27%	Reduced
3592	PCI Pacifica Capital Investments Leander, Texas	$685K	-$960	2	0.35%	Reduced
3593	CPR CSU Producer Resources Fairfield, Ohio	$682K	$0	1	3.16%	Maintained
3594	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$680K	+$750	2	0.86%	Increased
3595	NIS National Investment Services Milwaukee, Wisconsin	$680K	-$754K	1	0.79%	Reduced
3596	CFA Clarfeld Financial Advisors Tarrytown, New York	$679K	+$713K	17	0.56%	New
3597	DII Domini Impact Investments New York	$678K	-$255K	2	13.66%	Reduced
3598	LFM Lumina Fund Management New York	$672K	+$749K	1	0.45%	New
3599	ZF Zhang Financial Portage, Michigan	$671K	+$176K	1	0.32%	Increased
3600	CM Cornerstone Management Duluth, Georgia	$664K	-$29K	1	0.4%	Reduced