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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
5251	CBOR Community Bank of Raymore Raymore, Missouri	$739K	-$11.3K	2	0.32%	Reduced
5252	CFC Coyle Financial Counsel Glenview, Illinois	$738K	+$30.8K	1	0.43%	Increased
5253	PE Point72 Europe London, United Kingdom	$736K	-$1.14M	2	0.34%	Reduced
5254	PWS Private Wealth Strategies New Albany, Ohio	$735K	-$6.16K	1	0.17%	Reduced
5255	ACA Ascension Capital Advisors Houston, Texas	$734K	-$83.3K	1	0.48%	Reduced
5256	TM Titan Managers Scottsdale, Arizona	$731K	+$700K	2	0.65%	New
5257	PWA PCG Wealth Advisors Overland Park, Kansas	$724K	+$702K	1	0.5%	New
5258	CIR Clear Investment Research Alpharetta, Georgia	$723K	+$25.9K	6	1.11%	Increased
5259	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$722K	-$2.92K	1	0.2%	Reduced
5260	MWM MBE Wealth Management Tomah, Wisconsin	$722K	+$324	1	0.37%	Increased
5261	PHM Prospect Hill Management Short Hills, New Jersey	$720K	$0	1	0.42%	Maintained
5262	PP Prosperity Planning Kansas City, Missouri	$718K	$0	1	0.36%	Maintained
5263	PD Planning Directions Glen Mills, Pennsylvania	$717K	+$973	1	0.48%	Increased
5264	AGA Arkos Global Advisors Houston, Texas	$713K	+$218K	2	0.22%	Increased
5265	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$712K	$0	1	0.45%	Maintained
5266	ARGA Investment Management Stamford, Connecticut	$710K	+$731K	1	0.05%	New
5267	HIH HRS Investment Holdings New York	$709K	+$710K	1	0.24%	New
5268	NEPPG New England Professional Planning Group Westerly, Rhode Island	$706K	-$65.4K	2	0.43%	Reduced
5269	EW Element Wealth Ridgeland, Mississippi	$704K	+$19.8K	1	0.53%	Increased
5270	LFA Level Financial Advisors East Amherst, New York	$703K	+$683K	11	0.54%	New
5271	AlphaCore Capital La Jolla, California	$699K	-$65.5K	1	0.3%	Reduced
5272	PIN Prudent Investors Network Lake Forest, California	$696K	+$39.7K	2	0.33%	Increased
5273	WIM Warwick Investment Management Bryan, Texas	$695K	+$661K	2	0.35%	New
5274	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$693K	+$669K	1	0.64%	New
5275	PA Prism Advisors Studio City, California	$692K	+$364K	2	0.23%	Increased