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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	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$233K	+$246K	1	0.14%	New
5452	BIM Bullseye Investment Management Cincinnati, Ohio	$230K	+$190K	1	0.21%	Increased
5453	IHWM Iron Horse Wealth Management Johston, Iowa	$230K	+$8.91K	8	0.13%	Increased
5454	NPI New Perspectives Inc Ridgeland, Mississippi	$230K	+$57.3K	1	0.19%	Increased
5455	TWP TFO Wealth Partners Maumee, Ohio	$229K	+$20.3K	28	0.05%	Increased
5456	TSA Tri-Star Advisors Houston, Texas	$225K	-$142K	1	0.11%	Reduced
5457	MA Mosaic Advisors Houston, Texas	$224K	-$477K	1	0.17%	Reduced
5458	EPP ETF Portfolio Partners Leawood, Kansas	$222K	-$428K	1	0.1%	Reduced
5459	CM Cohanzick Management Pleasantville, New York	$221K	+$9.16K	1	0.06%	Increased
5460	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$220K	$0	1	0.13%	Maintained
5461	Simplicity Wealth Summit, New Jersey	$216K	-$90.9K	1	0.32%	Reduced
5462	EC Estate Counselors Thiensville, Wisconsin	$215K	-$2.38M	4	0.03%	Reduced
5463	GWA Gibson Wealth Advisors Tyler, Texas	$215K	+$103K	3	0.24%	Increased
5464	ACM AIGH Capital Management Baltimore, Maryland	$214K	-$685K	1	0.06%	Reduced
5465	GIM Greenwich Investment Management Norwalk, Connecticut	$213K	+$204K	1	0.15%	New
5466	IR IAT Reinsurance New York	$212K	-$17.1M	1	0.04%	Reduced
5467	DFC DBK Financial Counsel Cuyahoga Falls, Ohio	$211K	+$223K	1	0.34%	New
5468	AP Atlas Principals Charlotte, North Carolina	$209K	+$238K	1	9.56%	New
5469	EC EJF Capital Arlington, Virginia	$209K	$0	1	0.03%	Maintained
5470	ICA Infrastructure Capital Advisors New York	$207K	-$54.9K	1	0.02%	Reduced
5471	FRM Foundation Resource Management Little Rock, Arkansas	$205K	+$196K	1	0.04%	New
5472	NHFG New Harbor Financial Group Worcester, Massachusetts	$205K	-$13.6K	1	0.1%	Reduced
5473	SPM Saddle Point Management New York	$205K	-$11.4K	1	21.83%	Reduced
5474	QC Quaero Capital Geneve, Switzerland	$204K	$0	1	0.16%	Maintained
5475	EA Evolution Advisers Richmond, Virginia	$202K	$0	5	0.16%	Maintained