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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
4001	AFM Anson Funds Management Dallas, Texas	$615K	-$1.4M	2	0.71%	Reduced
4002	SMM Stadion Money Management Watkinsville, Georgia	$613K	-$230K	1	0.02%	Reduced
4003	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$612K	+$21.7K	2	0.29%	Increased
4004	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$609K	-$8.45K	2	0.51%	Reduced
4005	PCI Pacifica Capital Investments Leander, Texas	$605K	$0	1	0.27%	Maintained
4006	ODG O'Dell Group Cincinnati, Ohio	$603K	-$29.1K	1	0.3%	Reduced
4007	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$596K	-$13.9K	8	0.31%	Reduced
4008	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$594K	+$441	1	0.39%	Increased
4009	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$590K	-$26.9K	12	0.32%	Reduced
4010	ETS ESL Trust Services Rochester, New York	$587K	+$547K	1	0.27%	New
4011	PSF Pacific Sun Financial Los Angeles, California	$585K	$0	1	0.52%	Maintained
4012	HCA Heck Capital Advisors Rhinelander, Wisconsin	$574K	+$201K	2	0.14%	Increased
4013	BIA BHK Investment Advisors Birmingham, Alabama	$573K	+$228K	2	0.33%	Increased
4014	SFP Strategic Financial Partners Bend, Oregon	$568K	+$529K	1	0.47%	New
4015	Peconic Partners New York	$567K	+$248K	2	0.12%	Increased
4016	JWM Janiczek Wealth Management Denver, Colorado	$566K	+$18.3K	7	0.25%	Increased
4017	IFO Independent Family Office Albany, New York	$563K	+$524K	1	0.35%	New
4018	6CM 683 Capital Management New York	$558K	+$557K	3	0.06%	New
4019	DC Diametric Capital Boston, Massachusetts	$557K	-$89K	2	0.41%	Reduced
4020	PAM PVG Asset Management Golden, Colorado	$556K	-$1.54M	1	0.77%	Reduced
4021	AFS Aft Forsyth & Sober Valrico, Florida	$550K	+$519K	5	0.5%	New
4022	BZWA Blue Zone Wealth Advisors Los Angeles, California	$550K	+$512K	1	0.35%	New
4023	TAM Trust Asset Management Houston, Texas	$549K	-$44.7K	1	0.12%	Reduced
4024	PA Prism Advisors Studio City, California	$547K	-$14.7K	1	0.28%	Reduced
4025	Apollon Wealth Management Mount Pleasant, South Carolina	$543K	+$4.7K	1	0.48%	Increased