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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
3751	FPIS Financial Planning & Information Services De Pere, Wisconsin	$310K	-$5.46K	1	0.14%	Reduced
3752	DK Darrell & King Charlottesville, Virginia	$308K	$0	1	0.05%	Maintained
3753	SC US (TTGP) Menlo Park, California	$307K	-$329M	1	0.03%	Reduced
3754	OAJ Ogorek Anthony Joseph Williamsville, New York	$306K	$0	10	0.2%	Maintained
3755	LYV Live Your Vision West Conshohocken, Pennsylvania	$298K	+$15.7K	6	0.09%	Increased
3756	SWM Sequoia Wealth Management Hoffman Estates, Illinois	$298K	+$276K	1	0.24%	New
3757	GPA Guidance Point Advisors Wellesley, Massachusetts	$293K	+$109	1	0.17%	Increased
3758	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$293K	$0	1	0.22%	Maintained
3759	BA Ballew Advisors Jackson, Mississippi	$292K	+$25.1K	1	0.27%	Increased
3760	APCM Alaska Permanent Capital Management Anchorage, Alaska	$291K	+$269K	1	0.05%	New
3761	JA JVL Associates Wyoming, Michigan	$291K	$0	1	0.27%	Maintained
3762	TB Terril Brothers St. Louis, Missouri	$287K	$0	1	0.09%	Maintained
3763	MWP Moller Wealth Partners	$286K	-$707K	1	0.13%	Reduced
3764	ST Sentinel Trust Houston, Texas	$278K	-$779K	1	0.08%	Reduced
3765	PFM Peak Financial Management Wellesley, Massachusetts	$277K	-$7.31K	1	0.13%	Reduced
3766	TW Towerpoint Wealth Sacramento, California	$277K	$0	1	0.19%	Maintained
3767	BO Bach Option Wanchai, Hong Kong	$269K	-$1M	1	0.11%	Reduced
3768	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$269K	$0	1	2.26%	Maintained
3769	GWM GSB Wealth Management Guilford, Connecticut	$268K	$0	1	1.15%	Maintained
3770	AI ArchPoint Investors Coral Gables, Florida	$266K	+$68.9K	4	0.08%	Increased
3771	55I LLC Boston, Massachusetts	$263K	+$1.75K	1	0.21%	Increased
3772	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$263K	$0	1	0.08%	Maintained
3773	GA Gateway Advisory Westfield, New Jersey	$259K	$0	1	0.07%	Maintained
3774	TIM Triad Investment Management Newport Beach, California	$259K	+$21.8K	1	0.26%	Increased
3775	CCA Cruiser Capital Advisors Stamford, Connecticut	$258K	+$223K	1	0.13%	New