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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	LFA Level Financial Advisors East Amherst, New York	$432K	+$29.1K	11	0.28%	Increased
5477	TIM Total Investment Management Scottsdale, Arizona	$431K	-$101K	1	0.11%	Reduced
5478	PP Prosperity Planning Kansas City, Missouri	$430K	$0	1	0.21%	Maintained
5479	PFG Piershale Financial Group Barrington, Illinois	$430K	+$110K	8	0.36%	Increased
5480	LJCM Lee Johnson Capital Management Fort Worth, Texas	$430K	-$4.86M	1	0.8%	Reduced
5481	WC Wexford Capital West Palm Beach, Florida	$428K	+$116K	2	0.09%	Increased
5482	WCM Wallace Capital Management Dallas, Texas	$428K	$0	1	0.07%	Maintained
5483	CFG Compton Financial Group Towson, Maryland	$426K	$0	1	0.18%	Maintained
5484	ALWM Andrews Lucia Wealth Management Danville, California	$424K	$0	1	0.39%	Maintained
5485	JSAM J. Safra Asset Management New York	$423K	-$1.13M	6	0.07%	Reduced
5486	FFP Forbes Financial Planning East Greenwich, Rhode Island	$421K	$0	1	0.61%	Maintained
5487	AFA Atlas Financial Advisors Oroville, California	$420K	+$143K	1	0.58%	Increased
5488	Capital Markets Trading (UK) London, United Kingdom	$420K	-$910K	1	0.01%	Reduced
5489	BC Brio Consultants San Francisco, California	$419K	-$1.68K	1	0.08%	Reduced
5490	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$417K	-$69.6K	1	0.45%	Reduced
5491	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$416K	+$255K	5	0.31%	Increased
5492	BF Blankinship & Foster Solana Beach, California	$415K	-$4.8K	1	0.18%	Reduced
5493	MAM McCarthy Asset Management Redwood Shores, California	$414K	-$4.08K	1	0.29%	Reduced
5494	ACM Arlington Capital Management Arlington Heights, Illinois	$414K	+$414K	1	0.46%	New
5495	RI Rinkey Investments San Diego, California	$412K	-$188K	1	0.25%	Reduced
5496	SSC Syverson Strege & Co West Des Moines, Iowa	$412K	+$13.7K	6	0.19%	Increased
5497	EPP ETF Portfolio Partners Leawood, Kansas	$411K	-$213K	2	0.17%	Reduced
5498	BC Barnett & Company Chattanooga, Tennessee	$409K	$0	1	0.31%	Maintained
5499	BWA Brave Warrior Advisors New York	$408K	+$408K	1	0.01%	New
5500	LPU Lansdowne Partners (UK) London, United Kingdom	$407K	$0	1	0.08%	Maintained