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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
3776	OGC One68 Global Capital New York	$258K	+$220K	1	0.77%	New
3777	CFIA Cantor Fitzgerald Investment Advisors New York	$257K	$0	1	0.04%	Maintained
3778	JC Jentner Corp Akron, Ohio	$256K	+$218	1	0.21%	Increased
3779	SL Salomon & Ludwin Richmond, Virginia	$256K	+$13.6K	4	0.05%	Increased
3780	HM Harvest Management New York	$253K	+$228K	1	0.37%	New
3781	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$247K	+$223K	1	0.27%	New
3782	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$246K	+$109	1	0.04%	Increased
3783	CWM Capital Wealth Management W. Warwick, Rhode Island	$243K	+$225K	1	0.24%	New
3784	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$242K	-$50.9K	2	0.11%	Reduced
3785	PWS Paragon Wealth Strategies Jacksonville, Florida	$231K	-$64.7K	1	0.13%	Reduced
3786	AWC Abundance Wealth Counselors State College, Pennsylvania	$230K	-$7.64K	1	0.08%	Reduced
3787	LK Lumbard & Kellner Hollis, New Hampshire	$230K	-$3.24M	1	0.13%	Reduced
3788	FRM Foundation Resource Management Little Rock, Arkansas	$228K	+$216K	1	0.05%	New
3789	PFG Piershale Financial Group Barrington, Illinois	$226K	+$213K	1	0.14%	New
3790	Reinhart Partners Mequon, Wisconsin	$225K	+$208K	1	0.02%	New
3791	RWM Reston Wealth Management Reston, Virginia	$223K	+$190K	1	0.18%	New
3792	UIA UBP Investment Advisors Geneva, Switzerland	$222K	+$217K	1	0.21%	New
3793	BDF Black Diamond Financial Towson, Maryland	$219K	+$202K	1	0.2%	New
3794	CWSR Chessman Wealth Strategies RIA Dallas, Texas	$215K	+$204K	1	0.18%	New
3795	GWA Guidant Wealth Advisors Palatine, Illinois	$214K	+$167K	3	0.08%	Increased
3796	PFA Pinnacle Family Advisors Springfield, Missouri	$212K	+$196K	1	0.19%	New
3797	RGNCM R.G. Niederhoffer Capital Management New York	$212K	+$196K	1	1.93%	New
3798	FFW Fusion Family Wealth Woodbury, New York	$211K	-$615K	3	0.06%	Reduced
3799	LPWM Lake Point Wealth Management Rockwall, Texas	$210K	-$664K	16	0.07%	Reduced
3800	FMP Financial Management Professionals Austin, Texas	$209K	-$80.7K	12	0.08%	Reduced