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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	ACM Alethea Capital Management Mercer Island, Washington	$516K	-$1.37M	1	0.47%	Reduced
5352	CFG Compton Financial Group Towson, Maryland	$516K	-$13.5K	1	0.21%	Reduced
5353	FPCG Forum Private Client Group Fishers, Indiana	$515K	+$496K	2	0.4%	New
5354	GMA Goldstein Munger & Associates San Ramon, California	$510K	+$476K	1	0.13%	New
5355	AFG Arkansas Financial Group Little Rock, Arkansas	$509K	+$96.9K	1	0.11%	Increased
5356	BC Brio Consultants San Francisco, California	$508K	+$65K	1	0.11%	Increased
5357	NOI Newton One Investments Newark, Delaware	$507K	-$1.61K	4	0.37%	Reduced
5358	CFO Custos Family Office Austin, Texas	$505K	-$49.6K	1	0.41%	Reduced
5359	VF Vista Finance Clayton, Missouri	$504K	-$4.18M	1	0.75%	Reduced
5360	W WorthPointe La Jolla, California	$501K	-$44.8K	1	0.4%	Reduced
5361	RK Rather & Kittrell Knoxville, Tennessee	$496K	-$89.4K	1	0.48%	Reduced
5362	LI LVZ Inc Holland, Michigan	$493K	-$278K	1	0.07%	Reduced
5363	SEM Strategic Equity Management Tucson, Arizona	$489K	+$4.51K	1	0.18%	Increased
5364	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$483K	+$97.8K	1	0.17%	Increased
5365	TFP Triune Financial Partners Overland Park, Kansas	$483K	-$602	2	0.26%	Reduced
5366	BW Basepoint Wealth Cedar Rapids, Iowa	$482K	+$18.1K	1	0.44%	Increased
5367	VU Vanderbilt University Nashville, Tennessee	$479K	-$166K	1	0.1%	Reduced
5368	PCM Pinz Capital Management New York	$477K	-$24.5M	1	0.3%	Reduced
5369	GI Glovista Investments Jersey City, New Jersey	$474K	$0	1	0.14%	Maintained
5370	JMG Financial Group Downers Grove, Illinois	$474K	+$5.12K	1	0.02%	Increased
5371	LAM Lingohr Asset Management Duesseldorf, Germany	$473K	-$1.02M	1	1.24%	Reduced
5372	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$467K	$0	1	0.4%	Maintained
5373	TP Truvvo Partners New York	$467K	+$903	1	7.34%	Increased
5374	WMG WESCAP Management Group Glendale, California	$467K	-$105K	1	0.13%	Reduced
5375	SC Schubert & Co Mckinney, Texas	$465K	+$36.2K	72	0.51%	Increased