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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	VFA Virtus Fund Advisers Hartford, Connecticut	$503K	-$13.5K	10	3.56%	Reduced
5502	GCP Garda Capital Partners Wayzata, Minnesota	$502K	+$120K	1	0.03%	Increased
5503	AWM Altus Wealth Management Ft Mitchell, Kentucky	$499K	-$85.9K	1	0.39%	Reduced
5504	AIA Armor Investment Advisors Raleigh, North Carolina	$499K	-$1.76M	1	0.3%	Reduced
5505	PFG Peterson Financial Group Des Moines, Iowa	$497K	+$67.4K	1	4.56%	Increased
5506	AFA Atlas Financial Advisors Oroville, California	$497K	-$45.8K	1	0.7%	Reduced
5507	CWR Chico Wealth RIA Chico, California	$496K	$0	1	0.59%	Maintained
5508	UA Unison Advisors Washington, District of Columbia	$493K	$0	1	0.05%	Maintained
5509	AA ACT Advisors Asheville, North Carolina	$490K	-$622K	1	0.32%	Reduced
5510	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$490K	+$313	1	0.4%	Increased
5511	FA Fortis Advisors Wayne, Pennsylvania	$488K	-$525K	1	0.35%	Reduced
5512	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$487K	$0	1	0.07%	Maintained
5513	ITB Idaho Trust Bank Boise, Idaho	$482K	+$443K	1	0.3%	New
5514	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$481K	+$27K	1	0.07%	Increased
5515	AFP Advus Financial Partners Winter Park, Florida	$481K	+$451K	2	0.26%	New
5516	IM Islet Management New York	$480K	-$2.83M	1	0.98%	Reduced
5517	EL Envoi LLC Chanhassen, Minnesota	$477K	$0	1	1.52%	Maintained
5518	TA Teramo Advisors Naples, Florida	$477K	$0	1	0.21%	Maintained
5519	DWM Denver Wealth Management Denver, Colorado	$475K	+$313	1	0.33%	Increased
5520	PIFP Partners in Financial Planning Salem, Virginia	$473K	+$26K	1	0.12%	Increased
5521	Simplify Asset Management Las Vegas, Nevada	$468K	-$856K	1	0.06%	Reduced
5522	PIP PB Investment Partners Burlingame, California	$466K	-$6.03M	1	0.4%	Reduced
5523	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$466K	+$385K	1	0.44%	New
5524	SCA SMH Capital Advisors Fort Worth, Texas	$465K	-$2.06K	1	1.01%	Reduced
5525	LTL Lowery Thomas LLC Pebble Beach, California	$458K	+$116K	1	0.45%	Increased