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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	RPG Resource Planning Group Atlanta, Georgia	$473K	$0	1	0.38%	Maintained
5452	TFP Triune Financial Partners Overland Park, Kansas	$471K	+$2.4K	2	0.22%	Increased
5453	TB Treynor Bancshares Treynor, Iowa	$469K	$0	1	0.32%	Maintained
5454	FWM ForthRight Wealth Management Alpharetta, Georgia	$469K	+$51.8K	1	0.24%	Increased
5455	Howard Capital Management Roswell, Georgia	$467K	+$19.9K	1	0.13%	Increased
5456	SI Squadra Investments Rio De Janeiro, Brazil	$464K	-$13K	1	0.16%	Reduced
5457	W WorthPointe La Jolla, California	$463K	+$111K	1	0.31%	Increased
5458	BAM Banta Asset Management Newport Beach, California	$459K	$0	1	0.62%	Maintained
5459	LFG Leverty Financial Group Hudson, Wisconsin	$458K	-$13.5K	2	0.39%	Reduced
5460	BBWP Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$457K	+$431K	2	0.33%	New
5461	Delta Accumulation LLC Sausalito, California	$457K	+$480	2	0.47%	Increased
5462	CFP Cypress Financial Planning Haddon Heights, New Jersey	$454K	+$2.16K	1	0.3%	Increased
5463	DMKJ David M. Knott Jr	$454K	$0	5	0.17%	Maintained
5464	KSCM Kamunting Street Capital Management Miami Beach, Florida	$452K	+$161K	1	0.72%	Increased
5465	FPCG Forum Private Client Group Fishers, Indiana	$449K	+$215K	2	0.31%	Increased
5466	PFA Peak Financial Advisors Denver, Colorado	$449K	+$121K	2	0.41%	Increased
5467	PCM Presidio Capital Management San Diego, California	$448K	+$960	1	0.41%	Increased
5468	APCM Arbiter Partners Capital Management New York	$444K	+$444K	1	0.38%	New
5469	TF Theory Financial Fort Collins, Colorado	$442K	+$442K	1	0.29%	New
5470	CFS Cannon Financial Strategists Athens, Georgia	$440K	$0	1	0.16%	Maintained
5471	JC Jentner Corp Akron, Ohio	$436K	$0	1	0.32%	Maintained
5472	GWA Geometric Wealth Advisors Washington, District of Columbia	$435K	-$2.4K	1	0.18%	Reduced
5473	ECP Epacria Capital Partners Boulder, Colorado	$434K	+$381K	1	0.34%	New
5474	AFG Affinia Financial Group Burlington, Massachusetts	$434K	+$35.8K	1	0.37%	Increased
5475	AWM AAF Wealth Management Westborough, Massachusetts	$433K	-$16.1K	1	0.31%	Reduced