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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
5476	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$277K	$0	1	0.23%	Maintained
5477	WIA Wealthstreet Investment Advisors Dallas, Texas	$274K	$0	4	7.38%	Maintained
5478	MWA Martel Wealth Advisors Vancouver, Washington	$273K	$0	1	0.07%	Maintained
5479	ARIS Advanced Research Investment Solutions Los Angeles, California	$273K	-$446K	6	0.11%	Reduced
5480	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$265K	$0	1	0.15%	Maintained
5481	SRA Summit Rock Advisors New York	$265K	$0	1	0.16%	Maintained
5482	Flow Traders U.S. New York	$263K	-$854K	1	0.01%	Reduced
5483	NHFG New Harbor Financial Group Worcester, Massachusetts	$262K	$0	1	0.09%	Maintained
5484	DB Dravo Bay Rehoboth Beach, Delaware	$260K	+$260K	3	0.21%	New
5485	TC TAGStone Capital Charlotte, North Carolina	$260K	+$903	1	0.22%	Increased
5486	SAM Serengeti Asset Management New York	$256K	+$265K	1	0.52%	New
5487	IA IFS Advisors Overland Park, Kansas	$255K	$0	6	0.24%	Maintained
5488	ICA Infrastructure Capital Advisors New York	$253K	+$256K	1	0.04%	New
5489	TWP TFO Wealth Partners Maumee, Ohio	$251K	+$119K	1	0.05%	Increased
5490	SL Savior LLC Wellesley Hills, Massachusetts	$249K	$0	4	0.19%	Maintained
5491	TCM Tuttle Capital Management Riverside, Connecticut	$249K	+$106K	1	0.62%	Increased
5492	FSWA Financial Synergies Wealth Advisors Houston, Texas	$248K	-$280K	1	0.04%	Reduced
5493	CMF Counterpoint Mutual Funds San Diego, California	$247K	-$47.3K	5	0.19%	Reduced
5494	LFA LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$245K	+$3K	1	0.19%	Increased
5495	IHWM Iron Horse Wealth Management Johston, Iowa	$243K	+$10K	7	0.13%	Increased
5496	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$242K	$0	1	0.12%	Maintained
5497	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$241K	+$7.41K	5	0.1%	Increased
5498	AI Acuitas Investments Seattle, Washington	$240K	-$6.2M	1	0.23%	Reduced
5499	EA Evolution Advisers Richmond, Virginia	$240K	+$25.3K	5	0.18%	Increased
5500	CIM Cambria Investment Management Manhattan Beach, California	$239K	+$35K	1	0.03%	Increased