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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	Howard Capital Management Roswell, Georgia	$581K	-$281K	1	0.13%	Reduced
5327	WAM Warberg Asset Management Winnetka, Illinois	$579K	+$27.9K	1	0.09%	Increased
5328	BF Blankinship & Foster Solana Beach, California	$571K	+$6.32K	1	0.23%	Increased
5329	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$570K	+$1.59K	2	0.24%	Increased
5330	Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$563K	+$78.2K	1	0.39%	Increased
5331	BAM Banta Asset Management Newport Beach, California	$560K	$0	1	0.45%	Maintained
5332	JC Jentner Corp Akron, Ohio	$560K	-$33.7K	1	0.41%	Reduced
5333	CTC (Chicago Trading Company) Chicago, Illinois	$558K	+$476K	4	0.25%	Increased
5334	LL LPWM LLC Minneapolis, Minnesota	$548K	-$18.7K	2	0.27%	Reduced
5335	II Ibex Investors Denver, Colorado	$547K	-$4.07M	1	0.02%	Reduced
5336	KEB Asset Management Springfield, Illinois	$545K	-$691K	1	0.36%	Reduced
5337	PHM Prospect Hill Management Short Hills, New Jersey	$544K	+$64.6K	1	0.32%	Increased
5338	Conservest Capital Advisors Wynnewood, Pennsylvania	$543K	-$2.41K	1	0.06%	Reduced
5339	MWM Maripau Wealth Management Fort Wayne, Indiana	$540K	+$16.8K	1	0.49%	Increased
5340	PA Prism Advisors Studio City, California	$539K	+$23.8K	2	0.18%	Increased
5341	PCM Presidio Capital Management San Diego, California	$535K	+$37.9K	1	0.46%	Increased
5342	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$531K	-$1.79M	4	0.63%	Reduced
5343	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$531K	+$538K	1	0.38%	New
5344	SIS Susquehanna International Securities Dublin, Ireland	$530K	-$1.26M	1	0.41%	Reduced
5345	LFG Leverty Financial Group Hudson, Wisconsin	$529K	+$35.5K	2	0.42%	Increased
5346	WWP Waypoint Wealth Partners Mill Valley, California	$523K	-$1.49M	2	0.19%	Reduced
5347	VW Vance Wealth Santa Clarita, California	$522K	+$3.61K	1	0.66%	Increased
5348	PIMH Prudence Investment Management (HK) 12 Harcourt Road Central, Hong Kong	$519K	$0	2	2.01%	Maintained
5349	AFG Affinia Financial Group Burlington, Massachusetts	$518K	+$56.6K	1	0.4%	Increased
5350	GC Gruss & Co West Palm Beach, Florida	$518K	-$1.22M	1	2.3%	Reduced