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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	WCP Welch Capital Partners Harrison, New York	$655K	+$61.1K	1	0.19%	Increased
5427	EFN Equita Financial Network Fort Washington, Pennsylvania	$650K	+$680K	1	0.4%	New
5428	ETS ESL Trust Services Rochester, New York	$649K	$0	1	0.21%	Maintained
5429	LCM Lunt Capital Management Holladay, Utah	$648K	$0	2	0.34%	Maintained
5430	DI Disciplined Investments Tulsa, Oklahoma	$646K	-$484K	1	0.39%	Reduced
5431	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$645K	$0	1	15.83%	Maintained
5432	GWA Geometric Wealth Advisors Washington, District of Columbia	$643K	+$3.3K	1	0.2%	Increased
5433	FEM Fulcrum Equity Management Plano, Texas	$641K	+$670K	2	0.75%	New
5434	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$640K	+$652K	2	0.15%	New
5435	KCM Kaye Capital Management El Segundo, California	$635K	+$1.32K	1	0.29%	Increased
5436	BFS Burrus Financial Services Salt Lake City, Utah	$635K	+$1.32K	1	0.36%	Increased
5437	CGF Constant Guidance Financial Attleboro Falls, Massachusetts	$633K	+$658K	1	0.84%	New
5438	NRA NSI Retail Advisors Warrendale, Pennsylvania	$632K	-$231K	1	0.13%	Reduced
5439	GCM Galibier Capital Management Toronto, Ontario, Canada	$632K	+$661K	1	0.14%	New
5440	LC Longitude (Cayman) Grand Cayman, Cayman Islands	$632K	+$165K	1	0.4%	Increased
5441	DFG Demars Financial Group Spokane Valley, Washington	$630K	-$6.94K	1	0.36%	Reduced
5442	SMF Sterling Manor Financial Saratoga Springs, New York	$630K	-$327K	1	0.57%	Reduced
5443	DFC DBK Financial Counsel Cuyahoga Falls, Ohio	$629K	+$437K	1	0.83%	Increased
5444	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$624K	-$10.9K	1	0.34%	Reduced
5445	AWM Avondale Wealth Management West Lake Hills, Texas	$622K	+$104K	5	0.55%	Increased
5446	LFG Leverty Financial Group Hudson, Wisconsin	$621K	-$13.2K	2	0.45%	Reduced
5447	CCM Contrarian Capital Management Greenwich, Connecticut	$620K	-$222K	1	0.17%	Reduced
5448	TB Treynor Bancshares Treynor, Iowa	$619K	$0	1	0.39%	Maintained
5449	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$618K	+$32.4K	2	0.25%	Increased
5450	IWP Insight Wealth Partners Plano, Texas	$616K	+$41.8K	2	0.12%	Increased