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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
5226	EIA Eldridge Investment Advisors Manchester, New Hampshire	$4.35M	+$66.6K	3	0.86%	Increased
5227	SA Sacks & Associates Warren, New Jersey	$4.35M	-$289K	5	2.93%	Reduced
5228	AGA Accuvest Global Advisors Provo, Utah	$4.35M	-$5.07M	5	3.74%	Reduced
5229	FCM Fremen Capital Management Stamford, Connecticut	$4.34M	-$8.9M	1	3.81%	Reduced
5230	C1AG Client 1st Advisory Group Dunedin, Florida	$4.34M	+$725K	4	1.13%	Increased
5231	RHIG R.H. Investment Group Scottsdale, Arizona	$4.34M	+$180K	2	3.27%	Increased
5232	FGC First Growth Capital Pikesville, Maryland	$4.34M	+$36.9K	7	3.29%	Increased
5233	BPFA Barnes Pettey Financial Advisors Clarksdale, Mississippi	$4.33M	+$205K	6	1.36%	Increased
5234	WB West Bancorporation West Des Moines, Iowa	$4.32M	-$169K	4	1.85%	Reduced
5235	BC Bayforest Capital London, United Kingdom	$4.32M	-$439K	45	3.99%	Reduced
5236	RA Rational Advisors Huntington, New York	$4.32M	-$5.48M	18	0.4%	Reduced
5237	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$4.32M	+$671K	4	1.08%	Increased
5238	VCM Verde Capital Management Clarkston, Michigan	$4.31M	+$505K	3	0.8%	Increased
5239	ECM Explore Capital Management Wilmington, Delaware	$4.31M	+$4.57M	1	3.78%	New
5240	T Tableaux Stockbridge, Massachusetts	$4.3M	-$165K	3	1.81%	Reduced
5241	MW Members Wealth Media, Pennsylvania	$4.29M	-$22.4K	3	2.35%	Reduced
5242	SGCM Sanchez Gaunt Capital Management Reno, Nevada	$4.29M	-$81.5K	2	2.4%	Reduced
5243	PIMG Patriot Investment Management Group Knoxville, Tennessee	$4.29M	-$128K	3	0.25%	Reduced
5244	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$4.28M	+$1.05M	9	13.1%	Increased
5245	CAM Campion Asset Management Falls Church, Virginia	$4.28M	+$50.6K	5	2.61%	Increased
5246	PWS Pursuit Wealth Strategies Raleigh, North Carolina	$4.28M	+$64.5K	4	5.57%	Increased
5247	PHWA Petersen Hastings Wealth Advisors Kennewick, Washington	$4.28M	+$880K	3	0.36%	Increased
5248	BFG Beto Financial Group Boise, Idaho	$4.28M	-$204K	4	2.25%	Reduced
5249	SIS Strategic Investment Solutions Orland Park, Illinois	$4.27M	+$596K	19	0.98%	Increased
5250	RCA Rose Capital Advisors Miami Beach, Florida	$4.27M	+$4.53M	3	2.14%	New