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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
4826	TFA Tobias Financial Advisors Plantation, Florida	$312K	-$11.6K	1	0.12%	Reduced
4827	Regents of the University of California Oakland, California	$310K	-$2.9M	1	0.04%	Reduced
4828	WFPG Waller Financial Planning Group Columbus, Ohio	$306K	+$47.7K	1	0.08%	Increased
4829	SAM Strategic Asset Management Rochester, Minnesota	$302K	+$307K	6	0.42%	New
4830	ARIS Advanced Research Investment Solutions Los Angeles, California	$301K	+$208K	3	0.15%	Increased
4831	FSWA Financial Synergies Wealth Advisors Houston, Texas	$299K	+$46.8K	1	0.04%	Increased
4832	RCM Rivernorth Capital Management West Palm Beach, Florida	$296K	$0	1	0.02%	Maintained
4833	PHAM Portland Hill Asset Management London, United Kingdom	$290K	$0	2	0.19%	Maintained
4834	YAL Your Advocates Ltd Houston, Texas	$289K	-$192K	9	0.19%	Reduced
4835	CMF Counterpoint Mutual Funds San Diego, California	$285K	+$214K	14	0.29%	Increased
4836	WFA Websterrogers Financial Advisors Florence, South Carolina	$285K	$0	1	0.07%	Maintained
4837	FFC Fure Financial Corporation Bloomington, Minnesota	$284K	+$293K	2	0.2%	New
4838	SL Savior LLC Wellesley Hills, Massachusetts	$277K	-$1.6M	6	0.28%	Reduced
4839	AG Appleton Group Appleton, Wisconsin	$276K	-$378K	1	0.24%	Reduced
4840	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$276K	$0	1	0.15%	Maintained
4841	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$275K	$0	1	0.15%	Maintained
4842	EGA Evermore Global Advisors Summit, New Jersey	$275K	-$394K	1	0.24%	Reduced
4843	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$274K	-$101K	2	0.2%	Reduced
4844	TWP Total Wealth Planning Cincinnati, Ohio	$270K	-$5.24K	1	0.1%	Reduced
4845	TWM Tanglewood Wealth Management Houston, Texas	$268K	$0	1	0.05%	Maintained
4846	TB Terril Brothers St. Louis, Missouri	$268K	$0	1	0.07%	Maintained
4847	MCM Maltese Capital Management New York	$267K	+$231K	1	0.05%	New
4848	WIA Wealthstreet Investment Advisors Dallas, Texas	$266K	-$679K	4	7.34%	Reduced
4849	B BP London, United Kingdom	$261K	-$298M	1	1.43%	Reduced
4850	FA Financial Advantage Columbia, Maryland	$260K	$0	3	0.23%	Maintained