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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	FCM FJ Capital Management Mclean, Virginia	$342K	-$573K	1	0.03%	Reduced
5377	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$341K	+$81.4K	1	0.18%	Increased
5378	NOI Newton One Investments Newark, Delaware	$341K	$0	4	0.25%	Maintained
5379	SC Sinecera Capital Austin, Texas	$340K	$0	1	0.38%	Maintained
5380	PFG Piershale Financial Group Barrington, Illinois	$339K	$0	1	0.31%	Maintained
5381	SIS Susquehanna International Securities Dublin, Ireland	$337K	$0	1	0.25%	Maintained
5382	AFA Atlas Financial Advisors Oroville, California	$333K	+$8.14K	1	0.38%	Increased
5383	HWM Horizons Wealth Management Asheville, North Carolina	$333K	+$311K	3	0.27%	New
5384	Millburn Ridgefield Corp New York	$329K	+$16.9K	1	0.02%	Increased
5385	ACM ACT Capital Management Wayne, Pennsylvania	$328K	-$325K	1	0.46%	Reduced
5386	Simplify Asset Management Las Vegas, Nevada	$327K	-$2.67M	1	0.01%	Reduced
5387	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$326K	-$20.1K	1	0.2%	Reduced
5388	RK Rather & Kittrell Knoxville, Tennessee	$326K	-$92.8K	1	0.36%	Reduced
5389	DWM Denver Wealth Management Denver, Colorado	$325K	+$344K	1	0.34%	New
5390	SAM Serengeti Asset Management New York	$324K	+$158K	1	1.03%	Increased
5391	JWBC John W. Brooker & Co Oakland, California	$321K	+$31.3K	5	0.2%	Increased
5392	WAM WFA Asset Management Whitefish Bay, Wisconsin	$320K	-$2.89K	7	0.22%	Reduced
5393	AFG Arkansas Financial Group Little Rock, Arkansas	$318K	-$112K	1	0.07%	Reduced
5394	T TrueFG Cedar Park, Texas	$315K	$0	1	0.16%	Maintained
5395	MAM MMA Asset Management Conshohocken, Pennsylvania	$314K	$0	1	0.27%	Maintained
5396	QC QCM Cayman Houston, Texas	$311K	-$2.27M	1	5.38%	Reduced
5397	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$307K	-$101K	1	0.09%	Reduced
5398	RCM Rivernorth Capital Management West Palm Beach, Florida	$300K	$0	1	0.01%	Maintained
5399	MFG MTM Financial Group Bethlehem, Pennsylvania	$294K	+$271	1	0.26%	Increased
5400	LPWM Lake Point Wealth Management Rockwall, Texas	$294K	+$44.6K	18	0.17%	Increased