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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
3651	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$487K	+$510K	10	0.39%	New
3652	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$487K	+$513K	1	0.51%	New
3653	WCP Welch Capital Partners Harrison, New York	$487K	$0	2	0.19%	Maintained
3654	NF Nikulski Financial Bettendorf, Iowa	$485K	+$91.2K	2	0.51%	Increased
3655	TI Telemetry Investments New York	$485K	+$236K	2	0.31%	Increased
3656	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$480K	+$20.1K	8	0.3%	Increased
3657	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$480K	+$504K	1	0.66%	New
3658	PWA Peterson Wealth Advisors Orem, Utah	$477K	-$48.2K	1	0.38%	Reduced
3659	OKSA O'Keefe Stevens Advisory Rochester, New York	$471K	-$238K	1	0.42%	Reduced
3660	LBG Lloyds Banking Group London, United Kingdom	$470K	+$17.6K	5	6.57%	Increased
3661	VBFG Vishria Bird Financial Group Memphis, Tennessee	$468K	+$29.9K	1	0.52%	Increased
3662	Greenwoods Asset Management Grand Cayman, Cayman Islands	$467K	+$493K	1	0.04%	New
3663	QCMNJ Quantum Capital Management (New Jersey) Northfield, New Jersey	$464K	-$10.7M	1	0.13%	Reduced
3664	VFP Verus Financial Partners Richmond, Virginia	$460K	$0	1	0.17%	Maintained
3665	MIM Macroview Investment Management Bethesda, Maryland	$459K	+$3.69K	12	1.46%	Increased
3666	BJ Brouwer & Janachowski Mill Valley, California	$454K	$0	1	0.09%	Maintained
3667	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$454K	+$453K	2	0.42%	New
3668	ZP Zimmer Partners New York	$451K	+$99.2K	1	0.01%	Increased
3669	FDS First Dallas Securities Dallas, Texas	$450K	+$118K	1	0.38%	Increased
3670	Larson Financial Group St Louis, Missouri	$447K	+$256K	20	0.41%	Increased
3671	SIS Sound Income Strategies Ft Lauderdale, Florida	$446K	+$111K	18	0.23%	Increased
3672	KFA Kays Financial Advisory Atlanta, Georgia	$445K	+$264K	2	0.1%	Increased
3673	FIG FundX Investment Group San Francisco, California	$440K	$0	2	0.16%	Maintained
3674	TNAM Terra Nova Asset Management New York	$436K	-$2.68M	1	1.18%	Reduced
3675	FCM Force Capital Management New York	$427K	-$1.58M	1	1.2%	Reduced