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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
4776	FRM Foundation Resource Management Little Rock, Arkansas	$203K	+$191K	1	0.05%	New
4777	HPA High Probability Advisors Pittsford, New York	$203K	+$200K	1	0.11%	New
4778	NHFG New Harbor Financial Group Worcester, Massachusetts	$200K	+$197K	1	0.08%	New
4779	TB Terril Brothers St. Louis, Missouri	$200K	+$197K	1	0.05%	New
4780	BEP Brookside Equity Partners Stamford, Connecticut	$193K	$0	1	0.03%	Maintained
4781	LWP Laurel Wealth Planning Edina, Minnesota	$188K	-$35.5K	4	0.17%	Reduced
4782	SC Saban Cheryl	$181K	+$196K	3	27.1%	New
4783	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$175K	+$23.7K	1	0.12%	Increased
4784	FPW Flagship Private Wealth Woburn, Massachusetts	$162K	-$53K	5	0.14%	Reduced
4785	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$160K	$0	2	0.09%	Maintained
4786	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$154K	+$4.64K	17	0.07%	Increased
4787	MG MilWealth Group Milwaukee, Wisconsin	$148K	+$81.3K	3	0.07%	Increased
4788	IHWM Iron Horse Wealth Management Johston, Iowa	$145K	-$18.5K	7	0.11%	Reduced
4789	JSAM J. Safra Asset Management New York	$140K	$0	1	0.07%	Maintained
4790	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$134K	-$30.2K	1	0.15%	Reduced
4791	DCM Disciplina Capital Management Nashville, Tennessee	$118K	+$49.6K	4	0.03%	Increased
4792	HHGC Hunting Hill Global Capital New York	$100K	+$126K	1	0.03%	New
4793	CI Cordant Inc Portland, Oregon	$97K	+$92.5K	2	0.06%	Increased
4794	ARIS Advanced Research Investment Solutions Los Angeles, California	$93K	$0	2	0.11%	Maintained
4795	YAL Your Advocates Ltd Houston, Texas	$77K	-$34.9K	3	0.06%	Reduced
4796	MWC MKD Wealth Coaches Troy, Michigan	$71K	$0	1	0.12%	Maintained
4797	HS HighVista Strategies Boston, Massachusetts	$65K	+$17.4K	1	0.05%	Increased
4798	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$57K	-$8.78K	4	0.01%	Reduced
4799	NWM Navigation Wealth Management Fort Collins, Colorado	$41K	+$38.9K	2	0.04%	New
4800	TCM Tanaka Capital Management New York	$40K	$0	1	0.05%	Maintained