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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
5326	CFS Cannon Financial Strategists Athens, Georgia	$578K	$0	1	0.21%	Maintained
5327	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$577K	+$556K	1	0.45%	New
5328	WFAG Wescott Financial Advisory Group Philadelphia, Pennsylvania	$577K	-$329K	1	0.3%	Reduced
5329	MWM McNaughton Wealth Management San Diego, California	$576K	+$26.9K	1	0.37%	Increased
5330	WMG WESCAP Management Group Glendale, California	$575K	-$324K	1	0.16%	Reduced
5331	OAM Origin Asset Management London, United Kingdom	$574K	+$528K	1	0.14%	New
5332	TL Tradewinds LLC Raleigh, North Carolina	$565K	+$549K	1	0.67%	New
5333	VW Vance Wealth Santa Clarita, California	$565K	+$545K	1	0.55%	New
5334	GJL Gendell Jeffrey L	$563K	-$588K	1	0.05%	Reduced
5335	RCM Raleigh Capital Management Cary, North Carolina	$561K	+$534K	12	0.58%	New
5336	AFP Advus Financial Partners Winter Park, Florida	$554K	-$3.2M	1	0.4%	Reduced
5337	MWM Maripau Wealth Management Fort Wayne, Indiana	$546K	+$586K	1	0.52%	New
5338	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$545K	-$537K	2	0.05%	Reduced
5339	PCM Presidio Capital Management San Diego, California	$541K	+$522K	1	0.46%	New
5340	TAM TFG Asset Management Grand Cayman, Cayman Islands	$538K	+$554K	1	0.03%	New
5341	APC Asset Planning Corporation Knoxville, Tennessee	$537K	+$27.6K	1	0.46%	Increased
5342	C1AG Client 1st Advisory Group Dunedin, Florida	$536K	-$67.1K	1	0.26%	Reduced
5343	IFA Interactive Financial Advisors New Lenox, Illinois	$536K	+$229K	4	0.2%	Increased
5344	LFG Leverty Financial Group Hudson, Wisconsin	$533K	+$531K	3	0.41%	New
5345	ALWM Andrews Lucia Wealth Management Danville, California	$530K	+$516K	1	0.48%	New
5346	SEM Strategic Equity Management Tucson, Arizona	$528K	+$88.2K	1	0.17%	Increased
5347	LTL Lowery Thomas LLC Pebble Beach, California	$527K	+$508K	1	0.36%	New
5348	MRWM ML&R Wealth Management Austin, Texas	$524K	+$505K	1	0.19%	New
5349	TF Theory Financial Fort Collins, Colorado	$524K	+$505K	1	0.34%	New
5350	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$521K	-$976K	2	0.56%	Reduced