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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	HFP Holistic Financial Partners Indianapolis, Indiana	$881K	+$31.4K	2	0.37%	Increased
3577	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$876K	+$405K	3	0.01%	Increased
3578	1NWS 1 North Wealth Services Annapolis, Maryland	$873K	-$80.4K	16	0.62%	Reduced
3579	PWM Paulson Wealth Management Wheaton, Illinois	$873K	+$30.1K	2	0.66%	Increased
3580	EPA Element Pointe Advisors Miami, Florida	$872K	$0	1	0.52%	Maintained
3581	WCM Wallace Capital Management Dallas, Texas	$862K	$0	2	0.12%	Maintained
3582	ACM AUA Capital Management Camp Hill, Pennsylvania	$856K	$0	7	0.71%	Maintained
3583	AFA American Financial Advisors Marietta, Georgia	$851K	+$22.6K	1	0.17%	Increased
3584	WMRU William Marsh Rice University Houston, Texas	$848K	+$329K	1	0.86%	Increased
3585	CPR CSU Producer Resources Fairfield, Ohio	$847K	$0	1	3.41%	Maintained
3586	BAMG Brand Asset Management Group Chesterfield, Missouri	$846K	+$172K	16	0.57%	Increased
3587	CFN Cordasco Financial Network Naples, Florida	$841K	+$190K	8	0.85%	Increased
3588	TCB Texas Capital Bancshares Dallas, Texas	$841K	-$1.62K	2	1.53%	Reduced
3589	BFG Bouchey Financial Group Troy, New York	$836K	$0	1	0.21%	Maintained
3590	HWA HHM Wealth Advisors Chattanooga, Tennessee	$836K	+$409K	1	0.53%	Increased
3591	PW Price Wealth Austin, Texas	$835K	-$94.3K	7	0.32%	Reduced
3592	SFS Summit Financial Strategies Columbus, Ohio	$832K	-$214K	1	0.42%	Reduced
3593	TCM TD Capital Management Memphis, Tennessee	$824K	$0	6	0.17%	Maintained
3594	PCI Pacifica Capital Investments Leander, Texas	$822K	-$15.3K	2	0.39%	Reduced
3595	CM Cornerstone Management Duluth, Georgia	$822K	-$1.91K	1	0.4%	Reduced
3596	AQA Alpha Quant Advisors Irving, Texas	$814K	-$1.15M	12	0.82%	Reduced
3597	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$814K	+$327	2	0.94%	Increased
3598	SA SL Advisors Westfield, New Jersey	$813K	-$28.8K	1	1.26%	Reduced
3599	KFA Kays Financial Advisory Atlanta, Georgia	$809K	+$275K	2	0.16%	Increased
3600	Check Capital Management Costa Mesa, California	$807K	-$23.3M	1	0.04%	Reduced