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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
5376	DIM DC Investments Management Mclean, Virginia	$477K	-$899K	3	0.68%	Reduced
5377	1I 1888 Investments Denver, Colorado	$476K	+$527K	1	0.54%	New
5378	GWA Geometric Wealth Advisors Washington, District of Columbia	$475K	+$458K	1	0.23%	New
5379	TA Teramo Advisors Naples, Florida	$471K	+$454K	1	0.26%	New
5380	SIA Stegner Investment Associates Louisville, Kentucky	$467K	+$220K	2	0.33%	Increased
5381	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$466K	$0	1	0.21%	Maintained
5382	ST Sphinx Trading Chicago, Illinois	$466K	+$373K	4	0.48%	Increased
5383	SC Schubert & Co Mckinney, Texas	$457K	+$442K	73	0.46%	New
5384	M1FG Mach-1 Financial Group Rogers, Arkansas	$454K	+$469K	16	0.28%	New
5385	TPW TL Private Wealth Southlake, Texas	$454K	$0	1	0.26%	Maintained
5386	ZR Zeno Research New York	$454K	+$466K	1	0.44%	New
5387	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$448K	-$934K	5	0.27%	Reduced
5388	AWM Altus Wealth Management Ft Mitchell, Kentucky	$447K	-$234K	1	0.27%	Reduced
5389	AFG Arkansas Financial Group Little Rock, Arkansas	$447K	-$33.7K	1	0.09%	Reduced
5390	FC Family CFO Los Altos, California	$445K	+$449K	4	0.43%	New
5391	PFG Piershale Financial Group Barrington, Illinois	$443K	-$29.8K	1	0.17%	Reduced
5392	GC Gibson Capital Wexford, Pennsylvania	$440K	$0	1	0.1%	Maintained
5393	SCM Springhouse Capital Management Westport, Connecticut	$440K	+$454K	1	0.31%	New
5394	NOI Newton One Investments Newark, Delaware	$438K	+$45.3K	5	0.31%	Increased
5395	DWM Denver Wealth Management Denver, Colorado	$437K	+$421K	1	0.42%	New
5396	AG Appleton Group Appleton, Wisconsin	$433K	+$106K	1	0.43%	Increased
5397	CU CQS (US) New York	$426K	+$638K	1	0.03%	New
5398	JWBC John W. Brooker & Co Oakland, California	$426K	+$72.7K	5	0.22%	Increased
5399	FWM Fortress Wealth Management Culver City, California	$422K	+$407K	1	0.32%	New
5400	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$422K	+$115K	1	0.06%	Increased