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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	BWM Brickley Wealth Management San Mateo, California	$997K	+$33.5K	1	0.25%	Increased
5302	JC Jentner Corp Akron, Ohio	$990K	+$95.1K	2	0.62%	Increased
5303	TCM Tekne Capital Management New York	$987K	+$802K	1	0.31%	Increased
5304	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$986K	+$917K	1	0.77%	New
5305	AFS Axiom Financial Strategies New Albany, Indiana	$985K	-$23.8K	1	0.57%	Reduced
5306	GCM G2 Capital Management Columbus, Ohio	$980K	$0	1	0.43%	Maintained
5307	T TNF Billings, Montana	$977K	+$313	2	0.43%	Increased
5308	GA Greytown Advisors Miami, Florida	$971K	+$2.46K	3	0.53%	Increased
5309	PWM Provident Wealth Management Brentwood, Tennessee	$968K	-$21K	2	0.48%	Reduced
5310	RWG Ratio Wealth Group Denver, Colorado	$964K	+$887K	1	0.24%	New
5311	SWA Sightline Wealth Advisors Groton, Connecticut	$962K	+$9.09K	1	0.96%	Increased
5312	CIG Cairn Investment Group Vancouver, Washington	$957K	-$8.46K	1	0.62%	Reduced
5313	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$957K	-$58.8K	11	0.35%	Reduced
5314	SAM Sequent Asset Management Houston, Texas	$955K	+$69.9K	2	1.04%	Increased
5315	MIAS Mason Investment Advisory Services Reston, Virginia	$953K	+$190K	3	0.08%	Increased
5316	WAM WT Asset Management Hong Kong	$951K	+$882K	2	0.29%	New
5317	RI Rinkey Investments San Diego, California	$948K	+$164K	2	0.43%	Increased
5318	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$946K	+$37K	2	0.32%	Increased
5319	MWM McNaughton Wealth Management San Diego, California	$946K	-$49.2K	1	0.61%	Reduced
5320	Sageworth Trust Lancaster, Pennsylvania	$946K	-$798K	1	0.07%	Reduced
5321	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$941K	-$268K	2	0.35%	Reduced
5322	MVPI Maven Ventures Partners II Palo Alto, California	$930K	$0	1	100%	Maintained
5323	HIGP Hill Investment Group Partners St. Louis, Missouri	$928K	+$114K	1	0.17%	Increased
5324	DMKJ David M. Knott Jr	$927K	$0	5	0.37%	Maintained
5325	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$925K	-$5.37K	3	2.08%	Reduced