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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	VF VitalStone Financial Shavano Park, Texas	$330K	-$1.49M	22	0.27%	Reduced
5527	SMF Sterling Manor Financial Saratoga Springs, New York	$329K	$0	1	0.32%	Maintained
5528	BP BCK Partners Corning, New York	$328K	$0	1	0.21%	Maintained
5529	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$325K	+$25.5K	1	0.23%	Increased
5530	CAG Compass Advisory Group Melville, New York	$323K	+$286K	1	0.19%	New
5531	DWM Dopkins Wealth Management Williamsville, New York	$321K	$0	1	0.3%	Maintained
5532	WIC Whitegate Investment Counselors Concord, New Hampshire	$318K	+$765	1	0.1%	Increased
5533	RWJF Robert Wood Johnson Foundation Princeton, New Jersey	$316K	+$272K	1	0.02%	New
5534	SC Sinecera Capital Austin, Texas	$316K	$0	1	0.34%	Maintained
5535	FA Financial Alternatives La Jolla, California	$315K	$0	1	0.3%	Maintained
5536	TC TAGStone Capital Charlotte, North Carolina	$314K	+$510	1	0.24%	Increased
5537	KCM KM Capital Management Austin, Texas	$313K	+$277K	1	0.29%	New
5538	WAM WFA Asset Management Whitefish Bay, Wisconsin	$311K	+$510	6	0.19%	Increased
5539	CFO Custos Family Office Austin, Texas	$311K	+$26.8K	1	0.22%	Increased
5540	WI WJ Interests Sugar Land, Texas	$310K	-$10.2K	1	0.21%	Reduced
5541	ACM Alethea Capital Management Mercer Island, Washington	$310K	$0	1	0.33%	Maintained
5542	BFP Beacon Financial Planning Hyannis, Massachusetts	$309K	$0	1	0.29%	Maintained
5543	HPA High Probability Advisors Pittsford, New York	$306K	-$36.7K	1	0.07%	Reduced
5544	OFP OLIO Financial Planning Mclean, Virginia	$306K	-$8.16K	1	0.16%	Reduced
5545	IFA Interactive Financial Advisors New Lenox, Illinois	$303K	-$112K	1	0.19%	Reduced
5546	JCG John C. Goff	$300K	+$265K	1	0.48%	New
5547	ACM Ardent Capital Management Cincinnati, Ohio	$298K	$0	1	0.21%	Maintained
5548	AC Avant Capital Lafayette, Louisiana	$296K	+$765	1	0.34%	Increased
5549	SHFP Second Half Financial Partners Sebring, Florida	$296K	-$17.9K	1	0.18%	Reduced
5550	SA Sunesis Advisors Overland Park, Kansas	$293K	+$259K	1	0.21%	New