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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
3601	SFC SYM Financial Corp Winona Lake, Indiana	$778K	-$65.7K	2	0.5%	Reduced
3602	CM Cornerstone Management Duluth, Georgia	$777K	-$26.1K	1	0.36%	Reduced
3603	JCM Jacobsen Capital Management Salt Lake City, Utah	$775K	+$732K	1	0.77%	New
3604	PIM Parker Investment Management Menlo Park, California	$773K	+$351K	2	0.24%	Increased
3605	RFO RiverGlades Family Offices Naples, Florida	$760K	+$3.13K	2	0.68%	Increased
3606	PEA Pacific Edge Advisors Corona Del Mar, California	$756K	-$311K	2	0.5%	Reduced
3607	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$751K	+$223K	3	0.6%	Increased
3608	AMG Advisors Management Group La Crosse, Wisconsin	$748K	+$32.5K	2	0.33%	Increased
3609	BJ Brouwer & Janachowski Mill Valley, California	$747K	$0	1	0.13%	Maintained
3610	PVAM Pacific View Asset Management San Francisco, California	$740K	-$1.43M	1	0.8%	Reduced
3611	WCM Windham Capital Management Boston, Massachusetts	$737K	+$199K	2	0.12%	Increased
3612	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$736K	-$213K	2	0.01%	Reduced
3613	VBFG Vishria Bird Financial Group Memphis, Tennessee	$725K	+$30.9K	1	0.72%	Increased
3614	WFM Wolff Financial Management Kalamazoo, Michigan	$724K	-$19.4K	1	0.56%	Reduced
3615	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$720K	+$205K	3	0.53%	Increased
3616	FDS First Dallas Securities Dallas, Texas	$717K	-$51.4K	1	0.63%	Reduced
3617	LTI Laffer Tengler Investments Nashville, Tennessee	$716K	-$24M	1	0.61%	Reduced
3618	AWMG Alliance Wealth Management Group Flemington, New Jersey	$714K	+$58.3K	2	0.35%	Increased
3619	CWM Cahaba Wealth Management Atlanta, Georgia	$708K	+$16.1K	2	0.18%	Increased
3620	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$708K	$0	7	0.2%	Maintained
3621	NCM New Capital Management Houston, Texas	$702K	+$2.36K	5	1.23%	Increased
3622	MGAM McGowan Group Asset Management Dallas, Texas	$701K	+$1.14K	1	0.11%	Increased
3623	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$700K	+$537K	8	0.73%	Increased
3624	World Investment Advisors Santa Barbara, California	$700K	-$11.4K	1	0.31%	Reduced
3625	PWS Paragon Wealth Strategies Jacksonville, Florida	$697K	+$427K	2	0.38%	Increased