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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
5501	AAM Alken Asset Management London, United Kingdom	$3.42M	+$194K	1	3.82%	Increased
5502	AAA American Alpha Advisors New York	$3.42M	+$1.04M	4	1.85%	Increased
5503	RFA Reyes Financial Architecture San Diego, California	$3.41M	-$174K	10	1.91%	Reduced
5504	PFT Providence First Trust Scottsdale, Arizona	$3.41M	+$410K	2	0.95%	Increased
5505	SW SMART Wealth Omaha, Nebraska	$3.39M	-$274K	3	0.73%	Reduced
5506	SCM Saber Capital Management Fuquay Varina, North Carolina	$3.39M	-$3.87M	3	2.31%	Reduced
5507	BCM Barden Capital Management Austin, Texas	$3.39M	-$2.88M	3	3.13%	Reduced
5508	LGW Leslie Global Wealth Itasca, Illinois	$3.38M	-$64.9K	4	1.32%	Reduced
5509	GC Grange Capital Beaverton, Oregon	$3.38M	+$470K	2	3.12%	Increased
5510	M1FG Mach-1 Financial Group Rogers, Arkansas	$3.38M	-$2.93M	5	1.31%	Reduced
5511	FWP Fiduciary Wealth Partners Boston, Massachusetts	$3.37M	+$68.5K	3	1.86%	Increased
5512	WF Warner Financial Bethesda, Maryland	$3.37M	+$6.27K	2	0.99%	Increased
5513	EAP Elevation Advisory Partners Orlando, Florida	$3.37M	-$821K	2	3.45%	Reduced
5514	AL ADE LLC Baltimore, Maryland	$3.36M	-$8.9K	3	1.42%	Reduced
5515	HFS Hoge Financial Services Canonsburg, Pennsylvania	$3.36M	-$18.4K	2	1.61%	Reduced
5516	TF Tandem Financial Greenwood Village, Colorado	$3.36M	+$5.64K	3	1.01%	Increased
5517	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$3.36M	-$139K	13	0.63%	Reduced
5518	ODFS O'Donnell Financial Services San Rafael, California	$3.36M	+$67.5K	4	0.99%	Increased
5519	SGC Slocum, Gordon & Co Newport, Rhode Island	$3.36M	+$43.6K	2	2.23%	Increased
5520	PFA Peak Financial Advisors Denver, Colorado	$3.36M	+$2.31M	2	1.39%	Increased
5521	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$3.35M	+$159K	2	0.48%	Increased
5522	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$3.35M	+$75.6K	3	0.59%	Increased
5523	TSS Thomas Story & Son Culver, Indiana	$3.35M	+$101K	4	1.18%	Increased
5524	HBFP Henderson Brothers Financial Partners Pittsburgh, Pennsylvania	$3.34M	-$4.11M	3	1.58%	Reduced
5525	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$3.34M	-$42.7K	3	2.14%	Reduced