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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
5526	SAM Stone Asset Management Austin, Texas	$349K	-$174K	1	0.22%	Reduced
5527	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$345K	+$345K	1	0.33%	New
5528	TA Tactive Advisors Jacksonville, Florida	$343K	+$344K	1	0.22%	New
5529	CH CVS Health Woonsocket, Rhode Island	$343K	$0	1	0.3%	Maintained
5530	BWM Benchmark Wealth Management Old Lyme, Connecticut	$342K	-$24K	1	0.25%	Reduced
5531	SFMG Sage Financial Management Group Mclean, Virginia	$341K	-$18.7K	1	0.24%	Reduced
5532	SC Sinecera Capital Austin, Texas	$340K	$0	1	0.37%	Maintained
5533	HP Highlander Partners Dallas, Texas	$337K	+$320K	1	0.46%	New
5534	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$336K	+$49.9K	1	0.1%	Increased
5535	TA Teramo Advisors Naples, Florida	$336K	$0	1	0.19%	Maintained
5536	SG Sharper & Granite El Segundo, California	$335K	+$335K	1	0.22%	New
5537	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$329K	+$80.5K	9	0.29%	Increased
5538	RL RPO LLC Stamford, Connecticut	$329K	-$1.53M	1	0.11%	Reduced
5539	CM Cornerstone Management Duluth, Georgia	$328K	+$87.9K	8	0.09%	Increased
5540	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$328K	+$7.44K	1	0.17%	Increased
5541	MA Mosaic Advisors Houston, Texas	$328K	+$118K	1	0.28%	Increased
5542	DWM Denver Wealth Management Denver, Colorado	$323K	+$9.84K	1	0.24%	Increased
5543	GIA Goodwin Investment Advisory Woodstock, Georgia	$319K	-$44K	5	0.23%	Reduced
5544	Dymon Asia Capital (Singapore) Singapore	$318K	-$406K	1	0.09%	Reduced
5545	RK Rather & Kittrell Knoxville, Tennessee	$318K	-$8.64K	1	0.17%	Reduced
5546	PHM Prospect Hill Management Short Hills, New Jersey	$316K	-$87.7K	1	0.28%	Reduced
5547	AG Appleton Group Appleton, Wisconsin	$316K	+$297K	1	0.46%	New
5548	NFGH Nan Fung Group Holdings Kai Tak, Hong Kong	$314K	+$312K	1	0.22%	New
5549	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$313K	$0	1	0.14%	Maintained
5550	PIFP Partners in Financial Planning Salem, Virginia	$313K	$0	1	0.09%	Maintained