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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
5001	IWA Inspirion Wealth Advisors Libertyville, Illinois	$1.07M	-$130K	1	0.24%	Reduced
5002	SFPG Stonebridge Financial Planning Group Orlando, Florida	$1.07M	-$89.4K	3	0.73%	Reduced
5003	VCM Vector Capital Management San Francisco, California	$1.06M	+$916K	1	0.41%	New
5004	BCM Basswood Capital Management New York	$1.06M	+$1.19M	1	0.07%	New
5005	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.06M	-$223K	2	0.4%	Reduced
5006	DSA Droms Strauss Advisors St. Louis, Missouri	$1.06M	-$324K	1	0.53%	Reduced
5007	P Palladiem Bryn Mawr, Pennsylvania	$1.06M	-$214K	2	1.05%	Reduced
5008	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$1.06M	+$271	1	0.68%	Increased
5009	SPAS Spectrum Planning & Advisory Services San Diego, California	$1.06M	+$271	1	1.1%	Increased
5010	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$1.05M	-$2.77M	5	1.41%	Reduced
5011	SIM Sandia Investment Management Boston, Massachusetts	$1.05M	+$246K	2	0.14%	Increased
5012	HA Hofer & Associates Thousand Oaks, California	$1.05M	+$43.4K	2	1.09%	Increased
5013	OPWM Oakwell Private Wealth Management Austin, Texas	$1.05M	+$108K	1	0.6%	Increased
5014	RGF Retirement Guys Formula Maumee, Ohio	$1.05M	+$204K	2	1.08%	Increased
5015	IDA Intelligence Driven Advisers Carlsbad, California	$1.05M	-$16.9K	2	0.21%	Reduced
5016	PC Prairiewood Capital Fargo, North Dakota	$1.05M	+$4.61K	2	0.83%	Increased
5017	HCA Heck Capital Advisors Rhinelander, Wisconsin	$1.05M	-$635K	2	0.21%	Reduced
5018	SAM Soditic Asset Management Tonbridge, United Kingdom	$1.04M	$0	1	0.8%	Maintained
5019	AWC Adamsbrown Wealth Consultants Wichita, Kansas	$1.04M	+$28K	1	0.82%	Increased
5020	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$1.04M	-$858K	5	1.11%	Reduced
5021	PWA Pillar Wealth Advisors West Chester, Pennsylvania	$1.03M	-$205K	1	1.05%	Reduced
5022	PFA Pettinga Financial Advisors Evansville, Indiana	$1.03M	+$18.7K	1	0.31%	Increased
5023	FWP Falcon Wealth Planning Ontario, California	$1.03M	+$18.7K	1	0.35%	Increased
5024	PPW Pasadena Private Wealth Pasadena, California	$1.03M	-$1.9K	1	0.35%	Reduced
5025	GWM Greenhouse Wealth Management Westport, Connecticut	$1.03M	+$24.7K	1	1.1%	Increased