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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
5126	GIM Guild Investment Management Los Angeles, California	$4.74M	-$423K	2	3.24%	Reduced
5127	AIM Axiom Investment Management New York	$4.73M	-$148K	14	3.16%	Reduced
5128	EWS Eagle Wealth Strategies West Deptford, New Jersey	$4.73M	-$12.2K	4	1.81%	Reduced
5129	BC Barrett & Company Providence, Rhode Island	$4.72M	+$902K	19	1.32%	Increased
5130	DA Detalus Advisors St. Louis, Missouri	$4.72M	-$59K	4	0.92%	Reduced
5131	BIA Bell Investment Advisors Oakland, California	$4.72M	-$120K	89	0.69%	Reduced
5132	FC FACT Capital New York	$4.72M	$0	1	2.65%	Maintained
5133	RF Robinswood Financial Kirkland, Washington	$4.72M	-$207K	13	1.35%	Reduced
5134	FCM Firestone Capital Management Coral Gables, Florida	$4.71M	+$508K	3	0.88%	Increased
5135	BF Baring Financial Bellingham, Washington	$4.71M	+$334K	2	2.59%	Increased
5136	FFG Floyd Financial Group Springfield, Missouri	$4.7M	-$268K	1	3.07%	Reduced
5137	BNA BankChampaign National Association Champaign, Illinois	$4.7M	+$221K	3	3.6%	Increased
5138	HCM Helios Capital Management Singapore	$4.69M	+$3.64M	2	4.58%	Increased
5139	FF Financial Futures Brielle, New Jersey	$4.69M	-$792K	3	1.79%	Reduced
5140	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$4.68M	-$19.6K	14	0.88%	Reduced
5141	LWM LightSquare Wealth Management Bingham Farms, Michigan	$4.68M	+$448K	7	3.23%	Increased
5142	RIP Reliant Investment Partners Pinehurst, North Carolina	$4.68M	-$11.3K	3	3.18%	Reduced
5143	TC TAGStone Capital Charlotte, North Carolina	$4.67M	-$247K	3	1.49%	Reduced
5144	MWM Maripau Wealth Management Fort Wayne, Indiana	$4.67M	+$870K	4	1.67%	Increased
5145	CP Creekside Partners Petaluma, California	$4.67M	-$106K	4	1.69%	Reduced
5146	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$4.67M	+$105K	3	0.41%	Increased
5147	TWM TriaGen Wealth Management Calabasas, California	$4.66M	-$20K	5	1.16%	Reduced
5148	SA SPWM Advisors Traverse City, Michigan	$4.65M	-$724K	6	4.29%	Reduced
5149	TPBG Turning Point Benefit Group Frederick, Maryland	$4.65M	+$2.79M	3	2%	Increased
5150	BWM Birchcreek Wealth Management Miami Township, Ohio	$4.64M	+$415K	5	1.81%	Increased