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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
5426	CFG Compton Financial Group Towson, Maryland	$654K	+$313	1	0.25%	Increased
5427	BAM Banta Asset Management Newport Beach, California	$652K	$0	1	0.76%	Maintained
5428	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$652K	+$11.3K	6	0.42%	Increased
5429	CFP Cypress Financial Planning Haddon Heights, New Jersey	$651K	+$2.19K	1	0.37%	Increased
5430	CFS Cannon Financial Strategists Athens, Georgia	$650K	-$38.5K	1	0.18%	Reduced
5431	Saba Capital Management New York	$648K	-$17.9M	2	0.02%	Reduced
5432	CBC Coombe, Bender & Co Ellenville, New York	$648K	-$1.76M	1	0.47%	Reduced
5433	WCP Welch Capital Partners Harrison, New York	$644K	$0	1	0.18%	Maintained
5434	TB Treynor Bancshares Treynor, Iowa	$633K	+$8.15K	1	0.42%	Increased
5435	CH CVI Holdings Wilmington, Delaware	$633K	-$776K	1	0.67%	Reduced
5436	Hershey Trust Company Hershey, Pennsylvania	$632K	+$449K	1	0%	Increased
5437	FSWA Financial Synergies Wealth Advisors Houston, Texas	$631K	-$40.4K	26	0.09%	Reduced
5438	NFP NorthLanding Financial Partners Rochester, New York	$629K	-$1.63M	2	0.82%	Reduced
5439	FFP Forbes Financial Planning East Greenwich, Rhode Island	$628K	$0	1	0.61%	Maintained
5440	RJTCONH Raymond James Trust Company of New Hampshire Portsmouth, New Hampshire	$627K	-$79.6K	1	7.16%	Reduced
5441	TF Theory Financial Fort Collins, Colorado	$627K	-$1.06M	1	0.36%	Reduced
5442	IWP Insight Wealth Partners Plano, Texas	$614K	+$269K	2	0.14%	Increased
5443	BL Bleichroeder LP New York	$612K	$0	2	0.12%	Maintained
5444	RK Rather & Kittrell Knoxville, Tennessee	$609K	+$140K	1	0.25%	Increased
5445	CCFM Cohen & Co Financial Management New York	$607K	$0	1	2.54%	Maintained
5446	R Rebalance Palo Alto, California	$602K	-$21.3K	1	0.06%	Reduced
5447	ACM Arlington Capital Management Arlington Heights, Illinois	$597K	+$8.15K	1	0.52%	Increased
5448	C1AG Client 1st Advisory Group Dunedin, Florida	$593K	+$11.9K	1	0.31%	Increased
5449	FA Fermata Advisors Sonoma, California	$593K	-$1.84M	1	0.54%	Reduced
5450	BF Blankinship & Foster Solana Beach, California	$590K	$0	1	0.19%	Maintained