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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
4476	PCFFS Pacific Center for Financial Services San Ramon, California	$1.26M	+$163K	13	0.55%	Increased
4477	SFSG Sound Financial Strategies Group Madison, Mississippi	$1.26M	+$103K	2	0.63%	Increased
4478	BAMG Brand Asset Management Group Chesterfield, Missouri	$1.26M	-$106K	1	0.61%	Reduced
4479	PL Polianta Ltd St Helier, Jersey	$1.25M	-$3.62M	1	0.65%	Reduced
4480	PEA Pacific Edge Advisors Corona Del Mar, California	$1.25M	-$327K	2	0.65%	Reduced
4481	PCMM Piedmont Capital Management (Montana) Whitefish, Montana	$1.25M	+$40.6K	2	1.04%	Increased
4482	KCM Kennicott Capital Management Corte Madera, California	$1.25M	-$571K	1	0.93%	Reduced
4483	PI Pachira Investments Dana Point, California	$1.25M	-$98.4K	1	0.87%	Reduced
4484	BI Bulldog Investors Saddle Brook, New Jersey	$1.24M	+$1.21M	2	0.33%	New
4485	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$1.23M	-$31K	1	0.56%	Reduced
4486	CBOR Community Bank of Raymore Raymore, Missouri	$1.23M	-$72.4K	2	0.39%	Reduced
4487	TWM Trinity Wealth Management Berwyn, Pennsylvania	$1.23M	+$31.5K	2	0.96%	Increased
4488	LWA Lowe Wealth Advisors Columbia, Maryland	$1.22M	$0	13	0.59%	Maintained
4489	MP Mangrove Partners Greenwich, Connecticut	$1.22M	$0	1	0.13%	Maintained
4490	PS Portfolio Strategies Monsey, New York	$1.21M	+$142K	2	0.24%	Increased
4491	WMG WESCAP Management Group Glendale, California	$1.2M	+$11.7K	1	0.35%	Increased
4492	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$1.2M	+$80.6K	3	0.72%	Increased
4493	FFA Fi3 Financial Advisors Indianapolis, Indiana	$1.19M	+$220K	1	0.82%	Increased
4494	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$1.19M	+$74.5K	4	0.88%	Increased
4495	SAM Sequent Asset Management Houston, Texas	$1.19M	-$6.13K	2	0.68%	Reduced
4496	EE EWG Elevate Roseville, California	$1.19M	+$21.6K	1	0.46%	Increased
4497	MCM Mork Capital Management Healdsburg, California	$1.18M	$0	1	0.85%	Maintained
4498	SCHF (GPE) Wilson, Wyoming	$1.18M	-$52.1M	1	0.1%	Reduced
4499	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$1.17M	+$237K	2	1.14%	Increased
4500	HWM Howard Wealth Management Madison, Connecticut	$1.16M	+$64.3K	2	0.64%	Increased