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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	ETS ESL Trust Services Rochester, New York	$700K	-$79.3K	1	0.22%	Reduced
5402	GWA Geometric Wealth Advisors Washington, District of Columbia	$700K	+$67.7K	1	0.22%	Increased
5403	B BloombergSen Toronto, Ontario, Canada	$699K	+$189K	3	0.05%	Increased
5404	LFG Leverty Financial Group Hudson, Wisconsin	$699K	+$33.2K	2	0.51%	Increased
5405	BlueCrest Capital Management St Helier, Jersey	$699K	-$11M	2	0.02%	Reduced
5406	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$696K	$0	1	16%	Maintained
5407	MWM Maripau Wealth Management Fort Wayne, Indiana	$695K	+$172K	1	0.62%	Increased
5408	BAG Bridgewealth Advisory Group Fresno, California	$695K	$0	1	1.13%	Maintained
5409	WF Whelan Financial Fresno, California	$693K	+$313	1	0.36%	Increased
5410	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$691K	+$3.45K	1	0.18%	Increased
5411	DFG Demars Financial Group Spokane Valley, Washington	$687K	-$18.8K	1	0.38%	Reduced
5412	ORAM One River Asset Management Stamford, Connecticut	$685K	-$602K	3	0.08%	Reduced
5413	KCM Kaye Capital Management El Segundo, California	$683K	-$15K	1	0.33%	Reduced
5414	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$683K	+$4.39K	1	0.37%	Increased
5415	BFS Burrus Financial Services Salt Lake City, Utah	$683K	+$1.25K	1	0.38%	Increased
5416	PSF Pacific Sun Financial Los Angeles, California	$681K	+$740K	1	0.46%	New
5417	DWA Delap Wealth Advisory Lake Oswego, Oregon	$680K	-$755K	1	0.67%	Reduced
5418	JCM J2 Capital Management Troy, Michigan	$673K	+$386K	2	0.8%	Increased
5419	SA SL Advisors Westfield, New Jersey	$673K	$0	1	1.51%	Maintained
5420	VU Vanderbilt University Nashville, Tennessee	$669K	-$521K	2	0.17%	Reduced
5421	Axiom Advisory San Diego, California	$668K	+$1.19K	2	0.59%	Increased
5422	CGIM Cannon Global Investment Management Davie, Florida	$668K	+$579K	1	3.47%	New
5423	LFA Level Financial Advisors East Amherst, New York	$661K	+$40.3K	13	0.37%	Increased
5424	TFA Tobias Financial Advisors Plantation, Florida	$656K	+$72.7K	1	0.18%	Increased
5425	Simplicity Wealth Summit, New Jersey	$654K	-$149K	1	0.41%	Reduced