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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
4626	Hershey Trust Company Hershey, Pennsylvania	$536K	-$2.54M	1	0.01%	Reduced
4627	JA JVL Associates Wyoming, Michigan	$536K	+$4.64K	2	0.4%	Increased
4628	RA Riversedge Advisors Wilmington, Delaware	$531K	-$686K	1	0.23%	Reduced
4629	IP Innovative Portfolios Indianapolis, Indiana	$516K	+$486K	2	0.02%	New
4630	HA HC Advisors Sandy Springs, Georgia	$514K	+$40.1K	1	0.33%	Increased
4631	NCP NexWave Capital Partners New York	$513K	-$55.2K	2	0.64%	Reduced
4632	PCI Pacifica Capital Investments Leander, Texas	$513K	$0	1	0.18%	Maintained
4633	BRA Biechele Royce Advisors Fishers, Indiana	$510K	$0	1	0.26%	Maintained
4634	FC Fore Capital New York	$503K	+$631K	1	0.09%	New
4635	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$501K	+$1.16K	1	0.16%	Increased
4636	NI NFC Investments Memphis, Tennessee	$498K	$0	1	0.13%	Maintained
4637	MWM MBE Wealth Management Tomah, Wisconsin	$496K	-$6.73K	1	0.27%	Reduced
4638	PIN Prudent Investors Network Lake Forest, California	$487K	+$202K	2	0.27%	Increased
4639	BC Bruce & Co Chicago, Illinois	$486K	-$175K	1	0.09%	Reduced
4640	PWC PYA Waltman Capital Knoxville, Tennessee	$485K	$0	1	0.28%	Maintained
4641	EMG Ellington Management Group Old Greenwich, Connecticut	$483K	+$16K	1	0.06%	Increased
4642	IDA Intelligence Driven Advisers Carlsbad, California	$480K	-$465K	1	0.11%	Reduced
4643	LL LPWM LLC Minneapolis, Minnesota	$477K	-$23.2K	2	0.32%	Reduced
4644	RWG Ratio Wealth Group Denver, Colorado	$476K	+$6.03K	1	0.2%	Increased
4645	JMF Johnson Midwest Financial Glidden, Iowa	$474K	+$4.94K	9	0.5%	Increased
4646	KWP Keystone Wealth Partners Chandler, Arizona	$468K	+$152K	1	0.32%	Increased
4647	ACM Anfield Capital Management Irvine, California	$467K	+$18.6K	1	0.19%	Increased
4648	SCP Silverleafe Capital Partners Germantown, Tennessee	$467K	$0	1	0.19%	Maintained
4649	IFA Interactive Financial Advisors New Lenox, Illinois	$464K	+$242K	3	0.19%	Increased
4650	NAM Nexpoint Asset Management Dallas, Texas	$460K	-$9.82M	1	0.12%	Reduced