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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
4076	LFM Lumina Fund Management New York	$446K	-$452K	1	0.22%	Reduced
4077	CFG CKW Financial Group Honolulu, Hawaii	$443K	+$3.35K	5	0.08%	Increased
4078	FMP Financial Management Professionals Austin, Texas	$443K	-$18.6K	11	0.15%	Reduced
4079	Giverny Capital Montreal, Quebec, Canada	$441K	$0	1	0.04%	Maintained
4080	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$441K	+$411K	1	0.29%	New
4081	SC Schoolcraft Capital Boulder, Colorado	$436K	+$11K	1	0.22%	Increased
4082	JAM Jolley Asset Management Rocky Mount, North Carolina	$434K	-$499K	1	0.25%	Reduced
4083	MAP Milestone Advisory Partners Southern Pines, North Carolina	$425K	+$401K	2	0.22%	New
4084	BCA Biltmore Capital Advisors Princeton, New Jersey	$423K	-$101K	1	0.13%	Reduced
4085	PFA Pinnacle Family Advisors Springfield, Missouri	$422K	-$110K	1	0.38%	Reduced
4086	TWP TFO Wealth Partners Maumee, Ohio	$418K	+$388K	6	0.38%	New
4087	FS Ferguson Shapiro Decatur, Georgia	$416K	+$387K	1	0.31%	New
4088	AW Avion Wealth The Woodlands, Texas	$415K	$0	1	0.37%	Maintained
4089	SCM Stordahl Capital Management Greenwood Village, Colorado	$404K	-$46.6K	1	0.16%	Reduced
4090	HS Horan Securities Cincinnati, United States	$401K	-$239K	1	0.45%	Reduced
4091	ST Sentinel Trust Houston, Texas	$400K	$0	1	0.1%	Maintained
4092	BA BCM Advisors Lafayette, Louisiana	$398K	-$2.98K	1	0.14%	Reduced
4093	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$398K	+$372K	1	0.4%	New
4094	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$397K	-$48.5K	1	0.27%	Reduced
4095	SWM Southern Wealth Management Dallas, Texas	$396K	+$369K	1	0.07%	New
4096	AWM Aprio Wealth Management Atlanta, Georgia	$389K	+$362K	1	0.29%	New
4097	Temasek Holdings Singapore	$381K	+$362K	1	0%	New
4098	W.K. Kellogg Foundation Trust Battle Creek, Michigan	$381K	+$362K	1	0.01%	New
4099	BWM Biltmore Wealth Management Tempe, Arizona	$377K	+$351K	1	0.18%	New
4100	KLI Kelman-Lazarov Inc Memphis, Tennessee	$377K	$0	1	0.17%	Maintained