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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
3901	SPP Single Point Partners Boston, Massachusetts	$956K	+$924K	2	0.58%	New
3902	PWS Paragon Wealth Strategies Jacksonville, Florida	$949K	+$43K	2	0.47%	Increased
3903	LI Latash Investments Anchorage, Alaska	$946K	+$881K	1	0.84%	New
3904	PAWC P.A.W. Capital Greenwich, Connecticut	$946K	+$147K	1	1.01%	Increased
3905	APC Aspire Private Capital Cornelius, North Carolina	$940K	+$29.7K	23	0.41%	Increased
3906	ACM AUA Capital Management Camp Hill, Pennsylvania	$938K	-$76.5K	7	0.77%	Reduced
3907	Clearwater Capital Advisors Hoffman Estates, Illinois	$938K	-$12.6K	1	0.16%	Reduced
3908	BFG Barber Financial Group Lenexa, Kansas	$935K	+$15K	2	0.19%	Increased
3909	BWA Beam Wealth Advisors Covington, Louisiana	$924K	+$861K	1	0.86%	New
3910	Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$915K	-$280K	1	0.08%	Reduced
3911	AF AMG Funds Stamford, Connecticut	$911K	-$733K	2	1.43%	Reduced
3912	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$910K	+$246K	2	0.36%	Increased
3913	HWM HighMark Wealth Management St. Paul, Minnesota	$909K	+$866K	18	0.97%	New
3914	Pacific Capital Wealth Advisors Corona, California	$904K	+$842K	1	0.6%	New
3915	Maple Rock Capital Partners Toronto, Ontario, Canada	$900K	-$13.9M	1	0.14%	Reduced
3916	TFA TPG Financial Advisors Portland, Oregon	$900K	+$102K	2	0.74%	Increased
3917	LWA Lowe Wealth Advisors Columbia, Maryland	$896K	+$6.7K	15	0.5%	Increased
3918	ECG EPIQ Capital Group San Francisco, California	$894K	+$862K	2	0.22%	New
3919	JGC J. Goldman & Co New York	$888K	-$19.4M	1	0.06%	Reduced
3920	PFA Professional Financial Advisors North Platte, Nebraska	$884K	+$824K	1	0.84%	New
3921	ZP Zimmer Partners New York	$883K	-$14.6M	2	0.01%	Reduced
3922	WFM Wolff Financial Management Kalamazoo, Michigan	$880K	+$8.37K	1	0.58%	Increased
3923	ECA Elevated Capital Advisors Sandy, Utah	$878K	+$823K	3	0.98%	New
3924	SFPG Stonebridge Financial Planning Group Orlando, Florida	$877K	+$839K	7	0.79%	New
3925	XSC X-Square Capital Guaynabo, Puerto Rico	$873K	+$181K	1	0.51%	Increased