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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	DMKJ David M. Knott Jr	$477K	-$3.39M	5	0.2%	Reduced
5302	BF Blankinship & Foster Solana Beach, California	$476K	$0	1	0.22%	Maintained
5303	CFP Cypress Financial Planning Haddon Heights, New Jersey	$476K	+$503K	1	0.33%	New
5304	LFA Level Financial Advisors East Amherst, New York	$475K	-$4.94K	17	0.35%	Reduced
5305	MRWM ML&R Wealth Management Austin, Texas	$474K	-$16.6K	1	0.21%	Reduced
5306	DFA DHJJ Financial Advisors Naperville, Illinois	$471K	-$257K	1	0.26%	Reduced
5307	BRC Bell Rock Capital Rehoboth Beach, Delaware	$467K	-$4.01M	1	0.36%	Reduced
5308	CH CVS Health Woonsocket, Rhode Island	$467K	$0	1	0.39%	Maintained
5309	JC Jentner Corp Akron, Ohio	$467K	$0	1	0.35%	Maintained
5310	LL LPWM LLC Minneapolis, Minnesota	$467K	$0	2	0.26%	Maintained
5311	FFP Forbes Financial Planning East Greenwich, Rhode Island	$466K	-$124K	1	0.67%	Reduced
5312	GWA Geometric Wealth Advisors Washington, District of Columbia	$465K	+$93.9K	1	0.23%	Increased
5313	TFA Tobias Financial Advisors Plantation, Florida	$465K	+$167K	1	0.16%	Increased
5314	MAM McCarthy Asset Management Redwood Shores, California	$463K	-$288K	1	0.38%	Reduced
5315	SSC Syverson Strege & Co West Des Moines, Iowa	$463K	+$156K	8	0.17%	Increased
5316	PCM Pinz Capital Management New York	$459K	+$130K	1	0.31%	Increased
5317	CFG Compton Financial Group Towson, Maryland	$456K	+$27.1K	1	0.21%	Increased
5318	HFM Hartford Funds Management Wayne, Pennsylvania	$452K	+$147K	1	0.05%	Increased
5319	ALWM Andrews Lucia Wealth Management Danville, California	$450K	$0	1	0.43%	Maintained
5320	VW Vance Wealth Santa Clarita, California	$450K	+$16.6K	1	0.35%	Increased
5321	HPWA Hall Private Wealth Advisors Waxhaw, North Carolina	$448K	-$1.4M	1	0.25%	Reduced
5322	PP Prosperity Planning Kansas City, Missouri	$444K	$0	1	0.23%	Maintained
5323	TA Teramo Advisors Naples, Florida	$437K	+$82.8K	2	0.29%	Increased
5324	MC Meteora Capital Boca Raton, Florida	$436K	$0	1	0.08%	Maintained
5325	TF Theory Financial Fort Collins, Colorado	$429K	+$40.2K	1	0.31%	Increased