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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
4151	SCM Stordahl Capital Management Greenwood Village, Colorado	$425K	+$13.8K	1	0.24%	Increased
4152	HA HC Advisors Sandy Springs, Georgia	$419K	-$3.13M	1	0.35%	Reduced
4153	BRA Biechele Royce Advisors Fishers, Indiana	$417K	$0	1	0.26%	Maintained
4154	MWM MBE Wealth Management Tomah, Wisconsin	$413K	-$126K	1	0.35%	Reduced
4155	ACA Ascension Capital Advisors Houston, Texas	$412K	-$363	1	0.36%	Reduced
4156	Oasis Management Company Grand Cayman, Cayman Islands	$407K	+$363K	1	0.19%	New
4157	EW Element Wealth Ridgeland, Mississippi	$405K	-$84.6K	1	0.46%	Reduced
4158	WCP Welch Capital Partners Harrison, New York	$405K	$0	1	0.13%	Maintained
4159	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$399K	+$27.5K	1	0.34%	Increased
4160	PWM Provident Wealth Management Brentwood, Tennessee	$399K	-$303K	1	0.44%	Reduced
4161	PPWM PFG Private Wealth Management Lutz, Florida	$393K	+$349K	1	0.37%	New
4162	JC Jentner Corp Akron, Ohio	$389K	-$18.5K	1	0.44%	Reduced
4163	AWW Alan W. Weber	$386K	$0	1	0.2%	Maintained
4164	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$383K	-$42.9K	4	0.58%	Reduced
4165	OGC One68 Global Capital New York	$376K	+$362K	1	1.4%	New
4166	QWM Quaker Wealth Management Moorestown, New Jersey	$372K	+$908	1	0.22%	Increased
4167	SMG Smart Money Group Eastland, Texas	$366K	-$8.35K	1	0.22%	Reduced
4168	OAJ Ogorek Anthony Joseph Williamsville, New York	$364K	-$4.54K	9	0.26%	Reduced
4169	Tobias Financial Advisors Plantation, Florida	$363K	-$9.6K	1	0.21%	Reduced
4170	AF AMG Funds Stamford, Connecticut	$361K	-$83.8K	1	1.84%	Reduced
4171	PD Planning Directions Glen Mills, Pennsylvania	$361K	-$1.84M	1	0.34%	Reduced
4172	VEA Virtus ETF Advisers New York	$361K	-$27K	13	0.17%	Reduced
4173	AFG Affinia Financial Group Burlington, Massachusetts	$357K	-$76.1K	1	0.29%	Reduced
4174	LK Lumbard & Kellner Hollis, New Hampshire	$356K	$0	1	0.2%	Maintained
4175	RA Raffles Associates New York	$356K	-$1.83K	1	0.58%	Reduced