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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	MA Mosaic Advisors Houston, Texas	$2.45M	+$19.1K	2	1.6%	Increased
4227	RWG Regal Wealth Group Seal Beach, California	$2.45M	-$626K	1	1.45%	Reduced
4228	FAG Financial Advisory Group Houston, Texas	$2.43M	+$468K	3	0.58%	Increased
4229	RTS Round Table Services Westfield, New Jersey	$2.43M	+$121K	3	0.54%	Increased
4230	FFG Ford Financial Group Fresno, California	$2.42M	+$768K	25	0.9%	Increased
4231	SA Sicart Associates New York	$2.42M	-$3.74K	4	0.58%	Reduced
4232	WFA Wellspring Financial Advisors Cleveland, Ohio	$2.42M	+$502K	2	0.76%	Increased
4233	AWM Avondale Wealth Management West Lake Hills, Texas	$2.41M	-$131K	7	2.25%	Reduced
4234	CFA Camarda Financial Advisors Fleming Island, Florida	$2.41M	+$904K	3	1.49%	Increased
4235	CM Columbus Macro New Castle, Pennsylvania	$2.4M	-$205K	4	0.75%	Reduced
4236	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$2.39M	+$311K	3	0.66%	Increased
4237	HCM Hutner Capital Management Manchester, Vermont	$2.39M	$0	1	1.53%	Maintained
4238	EWF Epstein & White Financial San Diego, California	$2.38M	+$258K	3	0.63%	Increased
4239	RPCA Running Point Capital Advisors El Segundo, California	$2.38M	+$734K	2	1.08%	Increased
4240	CA Corrado Advisors Ramsey, New Jersey	$2.38M	+$309K	3	1.46%	Increased
4241	BBW Blue Barn Wealth Orem, Utah	$2.37M	+$2.12M	2	2.43%	New
4242	ECG EPIQ Capital Group San Francisco, California	$2.37M	-$1.13M	2	0.25%	Reduced
4243	BL Bleichroeder LP New York	$2.37M	+$1.75M	3	0.36%	Increased
4244	BI Berkeley Inc Boise, Idaho	$2.36M	-$755K	4	1.69%	Reduced
4245	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$2.36M	+$174K	13	1.82%	Increased
4246	MF Montis Financial Waltham, Massachusetts	$2.35M	+$51.9K	2	1.95%	Increased
4247	POIA Pin Oak Investment Advisors Houston, Texas	$2.35M	-$1.07M	12	2.39%	Reduced
4248	PWM Penobscot Wealth Management Portland, Maine	$2.35M	+$2.2M	1	2.26%	New
4249	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$2.35M	+$569K	2	1.83%	Increased
4250	Karpus Investment Management Pittsford, New York	$2.34M	-$2.08M	3	0.07%	Reduced