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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
4226	ACP Aveo Capital Partners Englewood, Colorado	$230K	-$353K	1	0.46%	Reduced
4227	GG Gleason Group Prospect, Kentucky	$227K	-$7.56K	1	0.14%	Reduced
4228	BFP Briaud Financial Planning College Station, Texas	$226K	+$202K	1	0.17%	New
4229	Charles Schwab Investment Advisory San Francisco, California	$226K	-$2.54M	1	0%	Reduced
4230	CFC Coyle Financial Counsel Glenview, Illinois	$224K	+$200K	1	0.21%	New
4231	FVSAZ Flossbach von Storch AG Zurich Zurich, Switzerland	$223K	-$948K	1	1.86%	Reduced
4232	KIC Keating Investment Counselors Delray Beach, Florida	$220K	-$84.9K	1	0.12%	Reduced
4233	NRI NFP Retirement Inc Aliso Viejo, California	$215K	+$192K	1	0.16%	New
4234	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$211K	-$924K	5	0.13%	Reduced
4235	KC KCL Capital New York	$204K	-$725K	1	0.04%	Reduced
4236	AWM Avondale Wealth Management West Lake Hills, Texas	$202K	+$18K	6	0.29%	Increased
4237	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$201K	+$180K	1	0.15%	New
4238	GC Gibson Capital Wexford, Pennsylvania	$200K	+$180K	1	0.07%	New
4239	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$192K	-$76.3K	1	0.02%	Reduced
4240	FA Financial Advantage Columbia, Maryland	$187K	+$38.6K	3	0.14%	Increased
4241	CIR Clear Investment Research Alpharetta, Georgia	$184K	-$1.68K	6	0.39%	Reduced
4242	ICM Ionic Capital Management New York	$181K	+$167K	2	0.04%	New
4243	IFA Interactive Financial Advisors New Lenox, Illinois	$165K	+$45K	2	0.08%	Increased
4244	JWBC John W. Brooker & Co Oakland, California	$146K	-$7.99K	3	0.1%	Reduced
4245	BI Bulldog Investors Saddle Brook, New Jersey	$131K	$0	1	0.06%	Maintained
4246	SWM Strategic Wealth Management Kirkland, Washington	$125K	+$111K	1	0.12%	New
4247	YAL Your Advocates Ltd Houston, Texas	$124K	+$44.2K	3	0.09%	Increased
4248	SEM Spectrum Equity Management San Francisco, California	$120K	$0	1	1.17%	Maintained
4249	BSG Black Swift Group Boulder, Colorado	$115K	+$24.8K	2	0.08%	Increased
4250	MA MYDA Advisors Woodmere, New York	$114K	-$5.36M	2	0.07%	Reduced