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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
5351	AFP Advus Financial Partners Winter Park, Florida	$3.93M	+$3.95M	6	1.12%	Increased
5352	IA Invested Advisors State College, Pennsylvania	$3.91M	-$273K	4	3.46%	Reduced
5353	SMG Smart Money Group Eastland, Texas	$3.91M	+$55.9K	2	1%	Increased
5354	PWCM Processus Wealth & Capital Management Brentwood, Tennessee	$3.91M	-$940K	1	2.32%	Reduced
5355	TCM Thoma Capital Management Towson, Maryland	$3.91M	-$487K	4	2.08%	Reduced
5356	BW Balance Wealth Delaware, Ohio	$3.9M	+$427K	3	1.04%	Increased
5357	CFCS CDM Financial Counseling Services Norwich, Connecticut	$3.9M	-$274K	3	3.36%	Reduced
5358	B Bayban Bayport, Minnesota	$3.9M	-$99.8K	23	2.99%	Reduced
5359	AIA Aventus Investment Advisors Naples, Florida	$3.9M	+$602K	8	2.86%	Increased
5360	CCM Conway Capital Management Burbank, California	$3.9M	-$1.74M	1	1.73%	Reduced
5361	TWM Trevian Wealth Management Weston, Massachusetts	$3.89M	+$53.9K	3	1.66%	Increased
5362	AAG Accordant Advisory Group Annapolis, Maryland	$3.89M	+$3.53M	8	2.62%	Increased
5363	PF PlanVest Financial Gaithersburg, Maryland	$3.89M	+$140K	18	2.6%	Increased
5364	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$3.88M	+$291K	5	0.66%	Increased
5365	AW Avion Wealth The Woodlands, Texas	$3.88M	+$407K	86	0.72%	Increased
5366	JRSI Jeter Robert S II	$3.88M	+$1.1M	3	3.72%	Increased
5367	HPBT Hickory Point Bank & Trust Decatur, Illinois	$3.88M	+$9.34K	14	2.35%	Increased
5368	IPW Intergy Private Wealth Colorado Springs, Colorado	$3.88M	+$273K	3	0.9%	Increased
5369	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$3.87M	+$143K	9	2.29%	Increased
5370	SFS Sharp Financial Services Horsham, Pennsylvania	$3.87M	+$293K	3	1.79%	Increased
5371	CF Cyr Financial Hennepin, Illinois	$3.87M	+$304K	3	2.01%	Increased
5372	TA TPG Advisors Northfield, Illinois	$3.86M	+$73.9K	3	2.12%	Increased
5373	PC Parrish Capital Kennesaw, Georgia	$3.85M	-$1.07M	3	3.71%	Reduced
5374	LIA LifePlan Investment Advisors Raleigh, North Carolina	$3.85M	+$602K	4	1.33%	Increased
5375	IA IMZ Advisory Boca Raton, Florida	$3.85M	-$11.8K	4	1.22%	Reduced