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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	IFA Interactive Financial Advisors New Lenox, Illinois	$421K	$0	3	0.18%	Maintained
4777	GIA Goodwin Investment Advisory Woodstock, Georgia	$420K	-$80.2K	5	0.41%	Reduced
4778	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$420K	-$38.4K	1	0.08%	Reduced
4779	NWA Navis Wealth Advisors Rye Brook, New York	$416K	$0	1	0.29%	Maintained
4780	SAM Serengeti Asset Management New York	$415K	+$479K	1	0.01%	New
4781	CWM Chicago Wealth Management Chicago, Illinois	$414K	$0	1	0.3%	Maintained
4782	MWC MKD Wealth Coaches Troy, Michigan	$414K	+$308K	2	0.65%	Increased
4783	Advent Capital Management New York	$412K	-$167K	2	0.01%	Reduced
4784	GG Gleason Group Prospect, Kentucky	$412K	-$288	3	0.15%	Reduced
4785	AGA Arkos Global Advisors Houston, Texas	$409K	+$2.33K	1	0.14%	Increased
4786	OCM Orchard Capital Management Chicago, Illinois	$409K	$0	1	0.12%	Maintained
4787	JMG Financial Group Downers Grove, Illinois	$406K	-$334K	1	0.02%	Reduced
4788	T TrueFG Cedar Park, Texas	$406K	+$20.4K	1	0.18%	Increased
4789	AFG Arkansas Financial Group Little Rock, Arkansas	$404K	+$12.8K	1	0.09%	Increased
4790	PFG Piershale Financial Group Barrington, Illinois	$398K	$0	1	0.16%	Maintained
4791	SCP Silverleafe Capital Partners Germantown, Tennessee	$392K	-$27.1K	1	0.15%	Reduced
4792	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$390K	-$97.8K	1	0.19%	Reduced
4793	CWA Cornerstone Wealth Advisors Edina, Minnesota	$386K	$0	1	0.14%	Maintained
4794	TSA Tri-Star Advisors Houston, Texas	$383K	+$32.3K	1	0.17%	Increased
4795	BP BCK Partners Corning, New York	$382K	-$11.1K	1	0.24%	Reduced
4796	PA Prism Advisors Studio City, California	$380K	-$269K	1	0.14%	Reduced
4797	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$378K	+$56.4K	1	0.15%	Increased
4798	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$374K	+$56K	1	0.03%	Increased
4799	CCI Credit Capital Investments Livingston, New Jersey	$373K	+$187K	1	0.4%	Increased
4800	PIFP Partners in Financial Planning Salem, Virginia	$371K	+$6.11K	1	0.12%	Increased