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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
4576	NI NFC Investments Memphis, Tennessee	$470K	+$96.8K	1	0.14%	Increased
4577	AFG Affinia Financial Group Burlington, Massachusetts	$465K	+$92.5K	1	0.32%	Increased
4578	SCM Stordahl Capital Management Greenwood Village, Colorado	$462K	+$17.4K	1	0.21%	Increased
4579	FWM ForthRight Wealth Management Alpharetta, Georgia	$461K	+$431K	6	0.36%	New
4580	LL LPWM LLC Minneapolis, Minnesota	$459K	+$207K	2	0.34%	Increased
4581	PWC PYA Waltman Capital Knoxville, Tennessee	$457K	-$135K	1	0.27%	Reduced
4582	HAM Hammer Asset Management Auburn, California	$453K	+$18.4K	1	2.19%	Increased
4583	HA HC Advisors Sandy Springs, Georgia	$447K	$0	1	0.31%	Maintained
4584	TI Telemetry Investments New York	$447K	+$429K	2	0.76%	New
4585	RWG Ratio Wealth Group Denver, Colorado	$444K	+$429K	1	0.24%	New
4586	WCP Welch Capital Partners Harrison, New York	$443K	$0	1	0.12%	Maintained
4587	JMF Johnson Midwest Financial Glidden, Iowa	$441K	+$422K	9	0.42%	New
4588	SCP Silverleafe Capital Partners Germantown, Tennessee	$441K	-$69.7K	1	0.2%	Reduced
4589	EMG Ellington Management Group Old Greenwich, Connecticut	$440K	+$426K	1	0.11%	New
4590	LSA Lion Street Advisors Austin, Texas	$440K	-$14.2K	1	1.07%	Reduced
4591	SL Salomon & Ludwin Richmond, Virginia	$434K	+$92.5K	1	0.08%	Increased
4592	EW Element Wealth Ridgeland, Mississippi	$429K	-$16.6K	1	0.4%	Reduced
4593	AWW Alan W. Weber	$426K	$0	1	0.13%	Maintained
4594	BRA Biechele Royce Advisors Fishers, Indiana	$425K	$0	1	0.24%	Maintained
4595	JC Jentner Corp Akron, Ohio	$425K	$0	1	0.42%	Maintained
4596	AAM Ascension Asset Management New York	$424K	-$12.6M	1	0.3%	Reduced
4597	ACA Ascension Capital Advisors Houston, Texas	$424K	-$10.8K	1	0.3%	Reduced
4598	SC Saltoro Capital Dallas, Texas	$424K	+$400K	1	0.21%	New
4599	ACM Anfield Capital Management Irvine, California	$423K	$0	1	0.18%	Maintained
4600	Summit Financial Parsippany, New Jersey	$421K	+$407K	1	0.06%	New