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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	AWMG Alliance Wealth Management Group Flemington, New Jersey	$657K	-$86.5K	2	0.32%	Reduced
3652	AACA American Assets Capital Advisers San Diego, California	$653K	-$2.99M	1	0.17%	Reduced
3653	IVAV Index Venture Associates V St. Helier, Channel Islands, Jersey	$652K	$0	1	0.26%	Maintained
3654	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$652K	$0	1	0.28%	Maintained
3655	SNN Shen Neil Nanpeng	$650K	$0	1	1.74%	Maintained
3656	PW Price Wealth Austin, Texas	$641K	+$313K	12	0.21%	Increased
3657	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$636K	+$20.9K	2	0.37%	Increased
3658	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$634K	+$1.49K	2	0.28%	Increased
3659	OKSA O'Keefe Stevens Advisory Rochester, New York	$632K	$0	1	0.49%	Maintained
3660	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$620K	$0	2	0.54%	Maintained
3661	HPCM High Pointe Capital Management Chicago, Illinois	$612K	+$50.9K	1	0.84%	Increased
3662	Peterson Wealth Advisors Orem, Utah	$606K	+$138	1	0.37%	Increased
3663	Strategic Wealth Partners Independence, Ohio	$605K	+$1.85M	17	3.11%	Increased
3664	Tennessee Valley Asset Management Partners Knoxville, Tennessee	$605K	+$21.3K	1	0.44%	Increased
3665	XSC X-Square Capital Guaynabo, Puerto Rico	$598K	+$50.6K	1	0.38%	Increased
3666	FWSM First Wilshire Securities Management Pasadena, California	$596K	-$8.94K	1	0.23%	Reduced
3667	HS Horan Securities Cincinnati, United States	$592K	-$13.3K	5	0.66%	Reduced
3668	HWM Highwater Wealth Management Glendale, Colorado	$588K	+$105K	1	2.6%	Increased
3669	Diametric Capital Boston, Massachusetts	$586K	-$5.75M	2	0.48%	Reduced
3670	WPSG Wealth & Pension Services Group Atlanta, Georgia	$580K	-$7.56K	1	0.42%	Reduced
3671	FFG Ford Financial Group Fresno, California	$579K	+$10.6K	1	0.37%	Increased
3672	PCI Pacifica Capital Investments Leander, Texas	$573K	-$826	1	0.28%	Reduced
3673	Financial Partners Group (Kansas) Overland Park, Kansas	$570K	+$30.5K	1	0.25%	Increased
3674	GI Glovista Investments Jersey City, New Jersey	$570K	$0	1	0.21%	Maintained
3675	KAM Kazazian Asset Management Fort Lauderdale, Florida	$566K	+$113K	1	0.76%	Increased