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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
3801	LI LVZ Inc Holland, Michigan	$202K	+$192K	1	0.05%	New
3802	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$201K	+$191K	1	0.13%	New
3803	AI ArchPoint Investors Coral Gables, Florida	$185K	-$87K	2	0.06%	Reduced
3804	AWM Avondale Wealth Management West Lake Hills, Texas	$182K	-$16K	7	0.13%	Reduced
3805	CI CAZ Investments Houston, Texas	$149K	+$13.9K	3	0.45%	Increased
3806	TM Titan Managers Scottsdale, Arizona	$141K	+$134K	1	0.13%	New
3807	AIA Arcadia Investment Advisors Eagle, Idaho	$138K	$0	1	0.09%	Maintained
3808	HSA Hussman Strategic Advisors Ellicott City, Maryland	$137K	-$4.29M	1	0.04%	Reduced
3809	SP Steelhead Partners Seattle, Washington	$137K	+$130K	1	0.01%	New
3810	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$125K	-$27.9K	1	0.12%	Reduced
3811	Krane Funds Advisors New York	$125K	-$2.99M	5	0.01%	Reduced
3812	BC Barnett & Company Chattanooga, Tennessee	$122K	-$45.5K	2	0.07%	Reduced
3813	CFS Cannon Financial Strategists Athens, Georgia	$118K	$0	1	0.1%	Maintained
3814	MG MilWealth Group Milwaukee, Wisconsin	$108K	+$2.63K	2	0.09%	Increased
3815	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$107K	+$6.97K	6	0%	Increased
3816	FA Financial Advantage Columbia, Maryland	$103K	-$28.6K	2	0.07%	Reduced
3817	TTSTC Texas Treasury Safekeeping Trust Company Austin, Texas	$103K	+$77.7K	1	0.03%	Increased
3818	WA Wilshire Advisors Santa Monica, California	$90K	$0	1	0.08%	Maintained
3819	CIR Clear Investment Research Alpharetta, Georgia	$79K	$0	17	0.13%	Maintained
3820	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$79K	+$27K	7	0.03%	Increased
3821	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$75K	+$15.8K	2	0.05%	Increased
3822	TCA Teewinot Capital Advisers New York	$75K	+$290	1	0.02%	Increased
3823	GP Gresham Partners Chicago, Illinois	$72K	+$68.6K	1	0.49%	New
3824	GI Gavea Investimentos Rj, Brazil	$70K	+$66.8K	1	0.17%	New
3825	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$70K	-$61.3K	1	0.09%	Reduced