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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
3626	SCM Stordahl Capital Management Greenwood Village, Colorado	$686K	-$2.54K	2	0.27%	Reduced
3627	PFA Pettinga Financial Advisors Evansville, Indiana	$674K	$0	1	0.35%	Maintained
3628	TFA TPG Financial Advisors Portland, Oregon	$674K	+$238K	2	0.62%	Increased
3629	PAWC P.A.W. Capital Greenwich, Connecticut	$670K	-$564K	1	0.72%	Reduced
3630	GA Geller Advisors New York	$665K	+$143K	1	0.26%	Increased
3631	BCM Bluefin Capital Management New York	$663K	-$1.69M	1	0.09%	Reduced
3632	HWM Highwater Wealth Management Glendale, Colorado	$663K	$0	1	3%	Maintained
3633	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$662K	$0	1	0.56%	Maintained
3634	EWF Epstein & White Financial San Diego, California	$657K	+$158K	2	0.35%	Increased
3635	SCA SMH Capital Advisors Fort Worth, Texas	$656K	$0	1	1.6%	Maintained
3636	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$652K	$0	1	0.5%	Maintained
3637	SDAM Shulman DeMeo Asset Management Lake Success, New York	$651K	+$164K	2	0.24%	Increased
3638	DM Delphi Management Brookline, Massachusetts	$647K	+$485K	1	0.58%	Increased
3639	Larson Financial Group St Louis, Missouri	$647K	+$83.4K	19	0.48%	Increased
3640	ARG Advisory Resource Group Tulsa, Oklahoma	$643K	-$533K	1	0.35%	Reduced
3641	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$643K	+$413K	3	0.6%	Increased
3642	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$642K	-$11.2K	11	0.4%	Reduced
3643	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$637K	-$14K	2	0.29%	Reduced
3644	RWM Reston Wealth Management Reston, Virginia	$635K	+$381K	1	0.5%	Increased
3645	OKSA O'Keefe Stevens Advisory Rochester, New York	$628K	-$188K	1	0.47%	Reduced
3646	WA WP Advisors San Francisco, California	$621K	-$602K	1	0.69%	Reduced
3647	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$610K	+$291K	2	0.39%	Increased
3648	AWA Alaska Wealth Advisors Anchorage, Alaska	$606K	$0	1	0.06%	Maintained
3649	JWM Janiczek Wealth Management Denver, Colorado	$600K	+$2.97K	7	0.28%	Increased
3650	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$591K	-$30.5K	2	0.52%	Reduced