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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
4751	PFG Piershale Financial Group Barrington, Illinois	$382K	+$18.3K	1	0.15%	Increased
4752	BP BCK Partners Corning, New York	$377K	-$10.9K	1	0.25%	Reduced
4753	WWP Waypoint Wealth Partners Mill Valley, California	$377K	-$1.6M	1	0.15%	Reduced
4754	AFG Arkansas Financial Group Little Rock, Arkansas	$376K	$0	1	0.09%	Maintained
4755	OCM Orchard Capital Management Chicago, Illinois	$372K	$0	1	0.11%	Maintained
4756	PWM Provident Wealth Management Brentwood, Tennessee	$370K	-$112K	1	0.31%	Reduced
4757	CFS Cannon Financial Strategists Athens, Georgia	$369K	+$66.3K	1	0.15%	Increased
4758	HPA High Probability Advisors Pittsford, New York	$369K	+$128K	1	0.16%	Increased
4759	SMG Smart Money Group Eastland, Texas	$361K	-$6.61K	1	0.41%	Reduced
4760	CM Cornerstone Management Duluth, Georgia	$360K	-$14.2K	1	0.1%	Reduced
4761	ACM Anfield Capital Management Irvine, California	$357K	-$130K	6	0.14%	Reduced
4762	BWA Brave Warrior Advisors New York	$356K	+$342K	1	0.01%	New
4763	WCM Wallace Capital Management Dallas, Texas	$356K	$0	1	0.05%	Maintained
4764	SRC Samson Rock Capital London, United Kingdom	$353K	-$989K	1	0.07%	Reduced
4765	CFC Coyle Financial Counsel Glenview, Illinois	$352K	-$31.8K	1	0.21%	Reduced
4766	PIFP Partners in Financial Planning Salem, Virginia	$351K	+$329K	1	0.11%	New
4767	JWBC John W. Brooker & Co Oakland, California	$346K	-$17.3K	5	0.2%	Reduced
4768	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$339K	+$318K	1	0.09%	New
4769	AWM AAF Wealth Management Westborough, Massachusetts	$338K	-$13.7K	1	0.26%	Reduced
4770	BEP Brookside Equity Partners Stamford, Connecticut	$336K	$0	1	0.09%	Maintained
4771	AWA Alaska Wealth Advisors Anchorage, Alaska	$334K	-$418K	1	0.07%	Reduced
4772	LPWM Lake Point Wealth Management Rockwall, Texas	$331K	+$311K	20	0.15%	New
4773	AWM Altus Wealth Management Ft Mitchell, Kentucky	$329K	+$20.6K	1	0.21%	Increased
4774	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$325K	+$4.32K	1	0.13%	Increased
4775	AlphaCore Capital La Jolla, California	$324K	+$32.3K	1	0.17%	Increased