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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	Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida	$323K	+$277K	1	0.01%	New
4777	NCP NexWave Capital Partners New York	$323K	-$232K	1	0.62%	Reduced
4778	AAM Ameraudi Asset Management New York	$321K	+$75K	1	0.14%	Increased
4779	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$317K	+$109K	1	0.17%	Increased
4780	CI Chartist Inc Seal Beach, California	$316K	$0	1	0.15%	Maintained
4781	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$313K	-$21K	4	0.13%	Reduced
4782	TSA Tri-Star Advisors Houston, Texas	$313K	-$25.9K	1	0.14%	Reduced
4783	T TrueFG Cedar Park, Texas	$313K	+$1.27K	1	0.16%	Increased
4784	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$311K	-$116K	1	0.14%	Reduced
4785	TFA Tobias Financial Advisors Plantation, Florida	$310K	+$19.3K	1	0.12%	Increased
4786	CWA Cornerstone Wealth Advisors Edina, Minnesota	$309K	$0	1	0.11%	Maintained
4787	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$308K	+$34.3K	1	0.17%	Increased
4788	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$301K	+$22.6K	10	0.27%	Increased
4789	SSC Syverson Strege & Co West Des Moines, Iowa	$301K	+$839	6	0.27%	Increased
4790	FWM ForthRight Wealth Management Alpharetta, Georgia	$298K	+$254	1	0.19%	Increased
4791	CIAS CFS Investment Advisory Services Totowa, New Jersey	$297K	+$279K	1	0.27%	New
4792	SFMG Sage Financial Management Group Mclean, Virginia	$297K	-$172K	1	0.27%	Reduced
4793	BFP Briaud Financial Planning College Station, Texas	$293K	-$11.4K	1	0.2%	Reduced
4794	RCM Rivernorth Capital Management West Palm Beach, Florida	$293K	$0	1	0.02%	Maintained
4795	DWA Dorsey Wright & Associates Pasadena, California	$291K	-$145K	4	0.06%	Reduced
4796	SEM Strategic Equity Management Tucson, Arizona	$291K	$0	1	0.1%	Maintained
4797	MAS Managed Account Services Coconut Grove, Florida	$284K	+$37.1K	1	0.07%	Increased
4798	TAM Tucker Asset Management Littleton, Colorado	$281K	-$119K	6	0.13%	Reduced
4799	WFA Websterrogers Financial Advisors Florence, South Carolina	$280K	-$28K	1	0.07%	Reduced
4800	PHAM Portland Hill Asset Management London, United Kingdom	$273K	$0	2	0.16%	Maintained