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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
5451	OFP OLIO Financial Planning Mclean, Virginia	$317K	+$61.1K	1	0.18%	Increased
5452	SSC Syverson Strege & Co West Des Moines, Iowa	$317K	+$41.1K	6	0.34%	Increased
5453	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$316K	$0	1	0.24%	Maintained
5454	SC Sinecera Capital Austin, Texas	$313K	$0	1	0.31%	Maintained
5455	TWM Tanglewood Wealth Management Houston, Texas	$313K	$0	1	0.05%	Maintained
5456	RP Riverwater Partners Milwaukee, Wisconsin	$310K	-$3.25M	1	0.51%	Reduced
5457	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$308K	+$301K	1	0.18%	New
5458	SH Svenska Handelsbanken Stockholm, Sweden	$308K	+$301K	1	1.68%	New
5459	AM Atwater Malick Lancaster, Pennsylvania	$306K	+$62.3K	1	0.15%	Increased
5460	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$306K	-$46.7K	1	0.01%	Reduced
5461	PWMG Provence Wealth Management Group Irvine, California	$301K	+$15K	1	0.34%	Increased
5462	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$298K	+$320K	1	0.45%	New
5463	LPWM Lake Point Wealth Management Rockwall, Texas	$298K	+$14K	17	0.14%	Increased
5464	RCM Rivernorth Capital Management West Palm Beach, Florida	$298K	$0	1	0.01%	Maintained
5465	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$297K	+$10.6K	2	0.28%	Increased
5466	AC Avant Capital Lafayette, Louisiana	$294K	+$602	1	0.33%	Increased
5467	TB Terril Brothers St. Louis, Missouri	$293K	$0	1	0.06%	Maintained
5468	CM Cornerstone Management Duluth, Georgia	$292K	-$286K	8	0.07%	Reduced
5469	BFP Briaud Financial Planning College Station, Texas	$291K	+$16.2K	1	0.17%	Increased
5470	PHAM Portland Hill Asset Management London, United Kingdom	$291K	$0	2	0.26%	Maintained
5471	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$291K	-$903	1	0.07%	Reduced
5472	CWA Cornerstone Wealth Advisors Edina, Minnesota	$289K	$0	1	0.1%	Maintained
5473	FA Financial Advantage Columbia, Maryland	$282K	-$73.7K	3	0.23%	Reduced
5474	YAL Your Advocates Ltd Houston, Texas	$279K	-$404	8	0.16%	Reduced
5475	QC Quaero Capital Geneve, Switzerland	$278K	+$315K	1	0.17%	New