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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
5301	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$630K	$0	1	13.19%	Maintained
5302	TAM Tucker Asset Management Littleton, Colorado	$623K	-$67.6K	16	0.19%	Reduced
5303	JMF Johnson Midwest Financial Glidden, Iowa	$622K	-$393	11	0.88%	Reduced
5304	PCI Pacifica Capital Investments Leander, Texas	$619K	$0	1	0.2%	Maintained
5305	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$618K	+$86.3K	1	0.4%	Increased
5306	RPG Resource Planning Group Atlanta, Georgia	$618K	+$301	1	0.44%	Increased
5307	FPOC Financial Planners of Cleveland Mayfield Heights, Ohio	$617K	-$662K	1	0.26%	Reduced
5308	BA Ballew Advisors Jackson, Mississippi	$616K	+$167K	1	0.47%	Increased
5309	Alaska Wealth Advisors Anchorage, Alaska	$614K	-$13.2K	1	0.11%	Reduced
5310	SAS Sanford Advisory Services Portage, Michigan	$612K	-$2.34M	2	0.17%	Reduced
5311	BFS Burrus Financial Services Salt Lake City, Utah	$611K	+$596K	1	0.31%	New
5312	TB Treynor Bancshares Treynor, Iowa	$611K	$0	1	0.41%	Maintained
5313	AWM AAF Wealth Management Westborough, Massachusetts	$610K	+$13.5K	1	0.4%	Increased
5314	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$610K	-$415K	9	0.53%	Reduced
5315	SCA Sassicaia Capital Advisers Jericho, New York	$609K	+$502K	1	3.02%	New
5316	Cannon Financial Strategists Athens, Georgia	$608K	+$77K	1	0.22%	Increased
5317	NI NFC Investments Memphis, Tennessee	$608K	-$15K	1	0.14%	Reduced
5318	BMD Better Money Decisions Santa Fe, New Mexico	$605K	-$16.5K	1	0.57%	Reduced
5319	IAG Investmark Advisory Group Shelton, Connecticut	$602K	-$221K	1	0.62%	Reduced
5320	AL ACAS LLC Rancho Santa Fe, California	$600K	+$37.6K	1	0.81%	Increased
5321	PP Prosperity Planning Kansas City, Missouri	$593K	$0	1	0.29%	Maintained
5322	MRWM ML&R Wealth Management Austin, Texas	$588K	+$105K	1	0.22%	Increased
5323	NWMG National Wealth Management Group Cincinnati, Ohio	$588K	-$45.1K	1	0.57%	Reduced
5324	LFA Level Financial Advisors East Amherst, New York	$586K	-$48.9K	11	0.45%	Reduced
5325	LTL Lowery Thomas LLC Pebble Beach, California	$586K	+$100K	1	0.45%	Increased