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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
4351	PWS Paragon Wealth Strategies Jacksonville, Florida	$1.81M	+$319K	12	0.49%	Increased
4352	SL Savior LLC Wellesley Hills, Massachusetts	$1.8M	-$212K	37	1.51%	Reduced
4353	TIS Tortoise Index Solutions Overland Park, Kansas	$1.8M	+$335K	8	0.38%	Increased
4354	QF QVT Financial New York	$1.79M	$0	1	0.12%	Maintained
4355	CPR CSU Producer Resources Fairfield, Ohio	$1.79M	$0	2	7.03%	Maintained
4356	AFS Axiom Financial Strategies New Albany, Indiana	$1.78M	+$18.2K	3	0.82%	Increased
4357	RCA Reitz Capital Advisors Freeland, Michigan	$1.78M	+$38.1K	1	1.25%	Increased
4358	DT Daniels + Tansey Wilmington, Delaware	$1.77M	+$949K	4	0.62%	Increased
4359	LWMG Levy Wealth Management Group Philadelphia, Pennsylvania	$1.77M	+$354K	1	1.02%	Increased
4360	NP Ninepoint Partners Toronto, Ontario, Canada	$1.77M	+$103K	3	0.43%	Increased
4361	CS Capital Square Chattanooga, Tennessee	$1.77M	+$84.1K	2	1.3%	Increased
4362	PIA Powell Investment Advisors Miami, Florida	$1.75M	-$2.94K	4	1.07%	Reduced
4363	XSC X-Square Capital Guaynabo, Puerto Rico	$1.73M	+$603K	2	0.82%	Increased
4364	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.73M	+$415K	3	0.51%	Increased
4365	SC Steph & Co Marinette, Wisconsin	$1.72M	-$19.1K	16	1.12%	Reduced
4366	HCA Heck Capital Advisors Rhinelander, Wisconsin	$1.72M	+$24.6K	2	0.34%	Increased
4367	IA Inspire Advisors Meridian, Idaho	$1.72M	-$231K	6	0.56%	Reduced
4368	AQR Arbitrage Greenwich, Connecticut	$1.72M	+$84.3K	4	0.05%	Increased
4369	EP EPIQ Partners Minneapolis, Minnesota	$1.72M	+$63.3K	4	0.86%	Increased
4370	HF Halpern Financial Ashburn, Virginia	$1.72M	-$38K	9	0.81%	Reduced
4371	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$1.71M	+$1.41M	4	0.74%	Increased
4372	Truepoint Inc Cincinnati, Ohio	$1.7M	+$85.9K	2	0.09%	Increased
4373	ACM AUA Capital Management Camp Hill, Pennsylvania	$1.7M	-$1.52K	16	1.05%	Reduced
4374	FWA FOCUS Wealth Advisors Houston, Texas	$1.69M	+$19.6K	1	1.18%	Increased
4375	SAS Sanford Advisory Services Portage, Michigan	$1.67M	+$25.4K	3	0.43%	Increased