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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
4501	SFG Sunburst Financial Group Vestavia Hills, Alabama	$7.7M	-$51.4K	6	1.25%	Reduced
4502	MGAM McGowan Group Asset Management Dallas, Texas	$7.7M	-$67.7K	5	0.94%	Reduced
4503	WAM WNY Asset Management Williamsville, New York	$7.7M	-$103K	4	0.69%	Reduced
4504	SL StoryOne LLC Overland Park, Kansas	$7.69M	+$8.43M	3	3.64%	New
4505	HCP Hexagon Capital Partners Rogers, Arkansas	$7.69M	+$766K	7	1.08%	Increased
4506	SLFPAM St. Louis Financial Planners Asset Management Chesterfield, Missouri	$7.68M	-$308K	2	4.1%	Reduced
4507	KIM Kane Investment Management Los Gatos, California	$7.68M	-$526K	2	3.27%	Reduced
4508	FUBT First United Bank & Trust Oakland, Maryland	$7.67M	+$133K	15	2.21%	Increased
4509	WWA Wisconsin Wealth Advisors Sun Prairie, Wisconsin	$7.65M	-$359K	5	6.56%	Reduced
4510	LCS Luma Capital SA Luxembourg,	$7.65M	$0	1	6.82%	Maintained
4511	IWA IVC Wealth Advisors Silverdale, Pennsylvania	$7.64M	-$195K	10	2.98%	Reduced
4512	GBFG Gerald Baker Financial Group Arlington, Texas	$7.63M	+$262K	3	2.17%	Increased
4513	HI Harper Investing Santa Clara, California	$7.63M	+$3.11M	3	2.57%	Increased
4514	MIM Martin Investment Management Palm Beach Gardens, Florida	$7.63M	-$197K	5	2.55%	Reduced
4515	CCA Cravens & Co Advisors Cookeville, Tennessee	$7.62M	+$2.23M	5	5.12%	Increased
4516	ACM Atika Capital Management New York	$7.62M	$0	1	0.5%	Maintained
4517	OWM Orca Wealth Management New Port Richey, Florida	$7.61M	+$572K	4	4.57%	Increased
4518	Advance Capital Management Southfield, Michigan	$7.61M	+$810K	4	0.25%	Increased
4519	CSC Caldwell Sutter Capital Sausalito, California	$7.61M	+$287K	29	2.87%	Increased
4520	WCM WealthBridge Capital Management Westerville, Ohio	$7.6M	+$79.8K	4	1.51%	Increased
4521	SHFA SC&H Financial Advisors Sparks, Maryland	$7.6M	-$198K	4	1.01%	Reduced
4522	KWM Koa Wealth Management Encinitas, California	$7.59M	+$1.69M	3	5.16%	Increased
4523	CA Crumly & Associates Springfield, Illinois	$7.58M	+$95.7K	5	1.45%	Increased
4524	AIC Argus Investors Counsel New York	$7.57M	-$312K	6	5.83%	Reduced
4525	TPC Twin Peaks Capital Hong Kong,	$7.55M	+$8.02M	1	3.72%	New