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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	DA Drake & Associates Waukesha, Wisconsin	$385K	+$407K	1	0.22%	New
5352	GWM GoalFusion Wealth Management Austin, Texas	$385K	-$208K	1	0.36%	Reduced
5353	SFMG Sage Financial Management Group Mclean, Virginia	$385K	+$42.1K	1	0.27%	Increased
5354	MFA McClarren Financial Advisors State College, Pennsylvania	$383K	-$653K	1	1.23%	Reduced
5355	WCM Wallace Capital Management Dallas, Texas	$383K	$0	1	0.06%	Maintained
5356	RI Rinkey Investments San Diego, California	$382K	+$152K	1	0.34%	Increased
5357	SCA Sippican Capital Advisors Boston, Massachusetts	$375K	-$1.54M	1	0.37%	Reduced
5358	IFA Interactive Financial Advisors New Lenox, Illinois	$373K	-$3.16K	2	0.19%	Reduced
5359	JCM J2 Capital Management Troy, Michigan	$373K	-$667K	1	0.57%	Reduced
5360	JWM JFG Wealth Management Denver, Colorado	$371K	$0	2	0.14%	Maintained
5361	CWM Chicago Wealth Management Chicago, Illinois	$370K	+$543	1	0.33%	Increased
5362	ARGA Investment Management Stamford, Connecticut	$368K	-$203K	1	0.02%	Reduced
5363	AAG Avalon Advisory Group Wexford, Pennsylvania	$365K	+$386K	1	0.22%	New
5364	HPWM High Pines Wealth Management Duxbury, Massachusetts	$365K	-$8.68M	1	0.67%	Reduced
5365	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$364K	+$92.3K	1	1.36%	Increased
5366	FC Family CFO Los Altos, California	$360K	+$135	4	0.39%	Increased
5367	FCC Flower City Capital Pittsford, New York	$358K	-$257K	1	0.35%	Reduced
5368	GIA Goodwin Investment Advisory Woodstock, Georgia	$354K	-$15.5K	5	0.27%	Reduced
5369	FWM ForthRight Wealth Management Alpharetta, Georgia	$350K	$0	1	0.19%	Maintained
5370	PIFP Partners in Financial Planning Salem, Virginia	$348K	$0	1	0.11%	Maintained
5371	UID Union Investments & Development Tel Aviv, Israel	$347K	$0	2	0.15%	Maintained
5372	HPA High Probability Advisors Pittsford, New York	$346K	-$227K	1	0.11%	Reduced
5373	Delta Accumulation LLC Sausalito, California	$346K	+$271	2	0.16%	Increased
5374	TLFA True Link Financial Advisors San Francisco, California	$346K	$0	1	0.05%	Maintained
5375	GMA Goldstein Munger & Associates San Ramon, California	$345K	-$121K	1	0.1%	Reduced