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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	IR IAT Reinsurance New York	$1.16M	$0	2	0.16%	Maintained
4502	PFA Pettinga Financial Advisors Evansville, Indiana	$1.16M	-$58K	1	0.31%	Reduced
4503	PC Prairiewood Capital Fargo, North Dakota	$1.16M	-$323K	2	0.99%	Reduced
4504	AA Aufman Associates Sewickley, Pennsylvania	$1.15M	-$353K	2	0.89%	Reduced
4505	BWM Biltmore Wealth Management Tempe, Arizona	$1.15M	+$97.5K	2	0.47%	Increased
4506	PDM Penn Davis McFarland Dallas, Texas	$1.15M	+$26.2K	2	0.2%	Increased
4507	PFM Peak Financial Management Wellesley, Massachusetts	$1.15M	+$75.1K	2	0.39%	Increased
4508	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$1.15M	-$93.5K	1	0.54%	Reduced
4509	SLF Sun Life Financial Toronto, Ontario, Canada	$1.15M	-$2.56M	2	0.06%	Reduced
4510	GJL Gendell Jeffrey L	$1.14M	$0	1	0.1%	Maintained
4511	CF Corrigan Financial Middletown, Rhode Island	$1.14M	+$252K	2	0.35%	Increased
4512	PWA Peterson Wealth Advisors Orem, Utah	$1.14M	-$298K	1	0.4%	Reduced
4513	SFC SYM Financial Corp Winona Lake, Indiana	$1.13M	-$25.9K	2	0.65%	Reduced
4514	GPA Guidance Point Advisors Wellesley, Massachusetts	$1.13M	+$2.83K	2	0.44%	Increased
4515	TC Tatro Capital Lexington, Kentucky	$1.13M	+$331K	3	0.77%	Increased
4516	CWA Capital Wealth Alliance Scottsdale, Arizona	$1.12M	+$40.7K	2	0.72%	Increased
4517	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$1.12M	-$74M	10	0.67%	Reduced
4518	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$1.12M	-$274K	1	0.6%	Reduced
4519	WIM Westside Investment Management Santa Monica, California	$1.12M	-$354K	18	2.59%	Reduced
4520	AA ACT Advisors Asheville, North Carolina	$1.12M	-$6.36K	1	0.85%	Reduced
4521	KCM Knoll Capital Management Miami, Florida	$1.11M	$0	1	0.58%	Maintained
4522	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$1.11M	+$10.4K	1	0.25%	Increased
4523	AWM Activest Wealth Management Aventure, Florida	$1.1M	-$526K	14	0.83%	Reduced
4524	PWP Personal Wealth Partners Bloomington, Minnesota	$1.09M	+$357K	14	0.44%	Increased
4525	SCM Shaolin Capital Management Miami, Florida	$1.09M	-$1.96M	1	0.03%	Reduced