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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
5401	EAM Exos Asset Management New York	$293K	$0	4	0.15%	Maintained
5402	OCM Orchard Capital Management Chicago, Illinois	$293K	$0	1	0.09%	Maintained
5403	BP BCK Partners Corning, New York	$292K	+$22.5K	1	0.2%	Increased
5404	OFP OLIO Financial Planning Mclean, Virginia	$292K	+$29.9K	1	0.16%	Increased
5405	Ruffer LLP London, United Kingdom	$292K	-$56.5K	1	0.01%	Reduced
5406	AFS AFG Fiduciary Services Hingham, Massachusetts	$289K	-$341K	1	0.25%	Reduced
5407	CCA Cruiser Capital Advisors Stamford, Connecticut	$288K	$0	1	0.23%	Maintained
5408	SAM Strategic Asset Management Rochester, Minnesota	$287K	+$5.09K	10	0.46%	Increased
5409	DWM Dopkins Wealth Management Williamsville, New York	$286K	$0	1	0.31%	Maintained
5410	TC TAGStone Capital Charlotte, North Carolina	$284K	+$71.1K	1	0.27%	Increased
5411	LTL Lowery Thomas LLC Pebble Beach, California	$282K	-$218K	1	0.27%	Reduced
5412	WI WJ Interests Sugar Land, Texas	$282K	+$298K	1	0.22%	New
5413	WIC Whitegate Investment Counselors Concord, New Hampshire	$281K	+$6.24K	1	0.1%	Increased
5414	TFA Trinity Financial Advisors Columbus, Ohio	$276K	-$1.24M	1	0.2%	Reduced
5415	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$275K	+$80.6K	1	0.28%	Increased
5416	SCM Springhouse Capital Management Westport, Connecticut	$272K	$0	1	0.13%	Maintained
5417	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$271K	$0	1	0.15%	Maintained
5418	AG Appleton Group Appleton, Wisconsin	$270K	-$89.7K	1	1.57%	Reduced
5419	ACK Andrew C. Karlinski	$268K	-$77.8K	11	0.39%	Reduced
5420	SWM Seaside Wealth Management Carlsbad, California	$268K	+$259K	1	0.2%	New
5421	PWMG Provence Wealth Management Group Irvine, California	$267K	+$16.8K	1	0.35%	Increased
5422	LFG Leverty Financial Group Hudson, Wisconsin	$265K	-$211K	1	0.25%	Reduced
5423	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$264K	$0	1	0.2%	Maintained
5424	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$263K	$0	1	0.13%	Maintained
5425	LFA LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$262K	-$3.64K	1	0.24%	Reduced