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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
5276	CFS Cannon Financial Strategists Athens, Georgia	$520K	+$14.1K	1	0.2%	Increased
5277	RJTCONH Raymond James Trust Company of New Hampshire Portsmouth, New Hampshire	$519K	-$94.2K	1	4.28%	Reduced
5278	ETIA Epic Trust Investment Advisors Richland, Washington	$517K	-$294K	1	0.98%	Reduced
5279	BFS Burrus Financial Services Salt Lake City, Utah	$510K	+$1.09K	1	0.29%	Increased
5280	JMG Financial Group Downers Grove, Illinois	$509K	+$121K	1	0.03%	Increased
5281	SCF Sante Capital Fund Austin, Texas	$509K	-$6.51M	1	1.85%	Reduced
5282	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$507K	$0	9	0.68%	Maintained
5283	NI NFC Investments Memphis, Tennessee	$507K	$0	1	0.14%	Maintained
5284	RPG Resource Planning Group Atlanta, Georgia	$506K	-$9.23K	1	0.42%	Reduced
5285	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$505K	+$55.9K	1	0.06%	Increased
5286	WFA Wipfli Financial Advisors Milwaukee, Wisconsin	$504K	-$474K	1	0.05%	Reduced
5287	TB Treynor Bancshares Treynor, Iowa	$503K	-$6.79K	1	0.36%	Reduced
5288	MWM Maripau Wealth Management Fort Wayne, Indiana	$502K	-$15.5K	1	0.54%	Reduced
5289	LAM Lingohr Asset Management Duesseldorf, Germany	$500K	$0	1	1.33%	Maintained
5290	UMC United Maritime Capital New York	$496K	-$606K	2	4.53%	Reduced
5291	BAM Banta Asset Management Newport Beach, California	$492K	+$27.1K	1	0.6%	Increased
5292	GG Gleason Group Prospect, Kentucky	$492K	+$76K	5	0.17%	Increased
5293	LWMNY Landmark Wealth Management (New York) Melville, New York	$490K	-$1.14M	1	0.63%	Reduced
5294	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$490K	-$10.6K	2	0.24%	Reduced
5295	AFG Affinia Financial Group Burlington, Massachusetts	$486K	+$2.44K	1	0.41%	Increased
5296	EH EMG Holdings Old Greenwich, Connecticut	$486K	+$67.6K	1	0.07%	Increased
5297	TFP Triune Financial Partners Overland Park, Kansas	$483K	+$25.8K	2	0.26%	Increased
5298	PA Prism Advisors Studio City, California	$481K	+$8.41K	2	0.18%	Increased
5299	PCM Presidio Capital Management San Diego, California	$478K	+$33.9K	1	0.51%	Increased
5300	AWM AAF Wealth Management Westborough, Massachusetts	$477K	-$33.4K	1	0.36%	Reduced