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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	BFA Brendel Financial Advisors Hanover, New Hampshire	$449K	-$597	2	0.67%	Reduced
5527	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$446K	$0	1	0.07%	Maintained
5528	TA Teramo Advisors Naples, Florida	$442K	$0	1	0.19%	Maintained
5529	OFP OLIO Financial Planning Mclean, Virginia	$439K	-$4.16K	2	0.21%	Reduced
5530	TLFA True Link Financial Advisors San Francisco, California	$432K	+$28.7K	1	0.05%	Increased
5531	MA Mosaic Advisors Houston, Texas	$431K	-$2.32M	1	0.39%	Reduced
5532	AC Applied Capital Little Rock, Arkansas	$430K	+$21.8K	1	0.26%	Increased
5533	SCA SMH Capital Advisors Fort Worth, Texas	$430K	-$58.1K	1	1%	Reduced
5534	CCFM Cohen & Co Financial Management New York	$427K	$0	1	2.33%	Maintained
5535	LTL Lowery Thomas LLC Pebble Beach, California	$425K	+$661	1	0.41%	Increased
5536	NEPPG New England Professional Planning Group Westerly, Rhode Island	$422K	+$203K	2	0.26%	Increased
5537	CRG Cornerstone Retirement Group Reno, Nevada	$412K	-$1.19M	1	0.12%	Reduced
5538	AI Arrien Investments Boise, Idaho	$410K	-$11.9K	1	0.39%	Reduced
5539	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$409K	+$428K	1	0.11%	New
5540	RWG Regal Wealth Group Seal Beach, California	$408K	-$11.6K	1	0.28%	Reduced
5541	RH RFG Holdings Argyle, Texas	$407K	+$426K	1	0.23%	New
5542	T TrueFG Cedar Park, Texas	$406K	$0	1	0.18%	Maintained
5543	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$404K	-$11.6K	1	0.2%	Reduced
5544	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$402K	-$661	1	0.21%	Reduced
5545	HC Hoese & Co Glencoe, Minnesota	$401K	-$122K	1	0.41%	Reduced
5546	Hershey Trust Company Hershey, Pennsylvania	$398K	-$213K	1	0%	Reduced
5547	BL Bleichroeder LP New York	$397K	$0	2	0.1%	Maintained
5548	BC Barnett & Company Chattanooga, Tennessee	$396K	$0	1	0.31%	Maintained
5549	FIC Family Investment Center Saint Joseph, Missouri	$391K	-$31.1K	1	0.24%	Reduced
5550	CCM Chicago Capital Management Chicago, Illinois	$390K	+$1.46M	1	1.03%	New