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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
4651	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$6.88M	+$146K	3	3.95%	Increased
4652	GC Grizzlyrock Capital Chicago, Illinois	$6.87M	+$4.88M	1	4.81%	Increased
4653	PS Planned Solutions Folsom, California	$6.87M	+$362K	6	1.97%	Increased
4654	SHFG S Harris Financial Group San Antonio, Texas	$6.87M	-$172K	8	5.32%	Reduced
4655	FB Finward Bancorp Munster, Indiana	$6.86M	-$44.1K	3	5.2%	Reduced
4656	KPF K2 Principal Fund Toronto, Ontario, Canada	$6.85M	-$265K	4	0.5%	Reduced
4657	MAM Mainsail Asset Management Birmingham, Alabama	$6.84M	+$2.71M	12	2.68%	Increased
4658	CFA Cahill Financial Advisors Edina, Minnesota	$6.84M	+$61.1K	4	0.66%	Increased
4659	SH SeaTown Holdings Singapore	$6.82M	-$18.7M	1	4.1%	Reduced
4660	DIP Davis Investment Partners Charlotte, North Carolina	$6.82M	-$1.24M	7	2.08%	Reduced
4661	SEP Southland Equity Partners Wildwood, Missouri	$6.82M	+$212K	4	1.19%	Increased
4662	GTAM Global Trust Asset Management West Palm Beach, Florida	$6.82M	-$3.15M	13	2.13%	Reduced
4663	FIBOI First International Bank of Israel Tel Aviv,	$6.82M	+$7.24M	1	1.86%	New
4664	EW Expressive Wealth Chicago, Illinois	$6.82M	+$759K	10	6.44%	Increased
4665	CMF Counterpoint Mutual Funds San Diego, California	$6.81M	-$36.6M	13	0.67%	Reduced
4666	LI LifeWealth Investments Winter Garden, Florida	$6.8M	+$726K	4	1.82%	Increased
4667	OCM Orser Capital Management Southlake, Texas	$6.79M	-$342K	3	3.37%	Reduced
4668	KW Keyvantage Wealth Bethlehem, Pennsylvania	$6.79M	-$386K	3	2.57%	Reduced
4669	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$6.78M	-$34.4K	4	1.34%	Reduced
4670	TFG Taylor Financial Group Roanoke, Virginia	$6.76M	-$8.77K	5	3.72%	Reduced
4671	ACA American Capital Advisory Ketchum, Idaho	$6.74M	+$1.63M	62	2.45%	Increased
4672	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$6.74M	-$14.7M	2	0.64%	Reduced
4673	BFG Birch Financial Group Keene, New Hampshire	$6.74M	-$2.03M	9	3.46%	Reduced
4674	RCG Ridge Creek Global Strongsville, Ohio	$6.72M	+$831K	5	5.23%	Increased
4675	SCM Spreng Capital Management Bucyrus, Ohio	$6.71M	+$59.5K	2	2.44%	Increased