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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	VBFG Vishria Bird Financial Group Memphis, Tennessee	$610K	+$60.8K	1	0.62%	Increased
3652	AWA Alaska Wealth Advisors Anchorage, Alaska	$606K	+$109	1	0.06%	Increased
3653	AWMG Alliance Wealth Management Group Flemington, New Jersey	$605K	+$223K	2	0.32%	Increased
3654	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$604K	+$102K	2	0.54%	Increased
3655	LPC Loeb Partners Corp New York	$601K	-$4.28M	4	12.36%	Reduced
3656	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$599K	-$227K	2	0.29%	Reduced
3657	Capital Markets Trading (UK) London, United Kingdom	$597K	+$552K	1	0.03%	New
3658	FWSM First Wilshire Securities Management Pasadena, California	$596K	$0	2	0.2%	Maintained
3659	BRF B. Riley Financial Los Angeles, California	$593K	-$4.9M	1	0.23%	Reduced
3660	PFA Pettinga Financial Advisors Evansville, Indiana	$593K	-$10.8K	1	0.32%	Reduced
3661	SCP Silverleafe Capital Partners Germantown, Tennessee	$592K	-$38.1K	1	0.35%	Reduced
3662	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$590K	+$22.7K	12	0.4%	Increased
3663	PTC Provident Trust Company Waukesha, Wisconsin	$590K	$0	1	0.02%	Maintained
3664	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$583K	+$16.8K	1	0.51%	Increased
3665	HWM Highwater Wealth Management Glendale, Colorado	$579K	$0	1	2.4%	Maintained
3666	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$561K	-$55.5K	1	0.51%	Reduced
3667	WCP Welch Capital Partners Harrison, New York	$561K	$0	2	0.19%	Maintained
3668	PWA Peterson Wealth Advisors Orem, Utah	$557K	-$9.71K	1	0.37%	Reduced
3669	FIG FundX Investment Group San Francisco, California	$556K	$0	2	0.19%	Maintained
3670	A Apoletto Road Town, Tortola, British Virgin Islands	$554K	$0	1	0.49%	Maintained
3671	JWM Janiczek Wealth Management Denver, Colorado	$546K	-$301K	7	0.26%	Reduced
3672	MIM Macroview Investment Management Bethesda, Maryland	$542K	-$5.01K	10	1.35%	Reduced
3673	CCM Crabel Capital Management Los Angeles, California	$540K	+$495K	2	0.59%	New
3674	DSN D. Scott Neal Lexington, Kentucky	$526K	+$186K	2	0.28%	Increased
3675	PC Permanens Capital New York	$526K	+$510K	4	0.16%	New