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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	WF Whelan Financial Fresno, California	$729K	+$90.2K	1	0.38%	Increased
5402	CFC Coyle Financial Counsel Glenview, Illinois	$727K	-$69.4K	1	0.3%	Reduced
5403	G Gainplan Bloomfield Hills, Michigan	$726K	+$260K	2	1.01%	Increased
5404	PIC Portland Investment Counsel Burlington, Ontario, Canada	$724K	-$437K	1	0.33%	Reduced
5405	TDC Thompson Davis & Co Richmond, Virginia	$723K	-$529K	3	0.89%	Reduced
5406	SW Signify Wealth Saint Louis, Missouri	$716K	+$48.2K	1	0.96%	Increased
5407	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$714K	+$6K	2	0.29%	Increased
5408	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$714K	-$3.96K	1	0.09%	Reduced
5409	SA SL Advisors Westfield, New Jersey	$710K	-$26.8K	1	0.96%	Reduced
5410	Mesirow Financial Investment Management Chicago, Illinois	$708K	+$234K	3	3.08%	Increased
5411	VF Vista Finance Clayton, Missouri	$704K	-$232K	1	1.03%	Reduced
5412	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$703K	-$304K	8	0.23%	Reduced
5413	PI Pachira Investments Dana Point, California	$694K	-$121K	1	0.78%	Reduced
5414	OCFG O'Connor Financial Group Quincy, Illinois	$692K	+$10.2K	1	0.47%	Increased
5415	CCM Cutler Capital Management Worcester, Massachusetts	$691K	-$220K	2	0.31%	Reduced
5416	Seven Grand Managers Bronxville, New York	$690K	-$1.86M	1	0.92%	Reduced
5417	GCL Gouws Capital LLC Charlotte, North Carolina	$688K	$0	1	0.58%	Maintained
5418	FI FIDELIS iM Medford, Oregon	$685K	+$661	1	0.4%	Increased
5419	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$684K	-$1.28K	5	0.35%	Reduced
5420	LL LPWM LLC Minneapolis, Minnesota	$680K	$0	2	0.31%	Maintained
5421	BAG Bridgewealth Advisory Group Fresno, California	$679K	+$37K	1	0.83%	Increased
5422	JCM J2 Capital Management Troy, Michigan	$677K	-$528	2	0.86%	Reduced
5423	CBC Coombe, Bender & Co Ellenville, New York	$673K	-$7.11K	1	0.51%	Reduced
5424	Flow Traders U.S. New York	$667K	+$699K	2	0.03%	New
5425	FA Fortis Advisors Wayne, Pennsylvania	$657K	+$202K	2	0.49%	Increased