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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
5551	TLFA True Link Financial Advisors San Francisco, California	$312K	-$19.2K	1	0.04%	Reduced
5552	FCC Flower City Capital Pittsford, New York	$310K	-$31.2K	1	0.36%	Reduced
5553	KM Kalos Management Alpharetta, Georgia	$309K	$0	1	0.7%	Maintained
5554	AAM Ameraudi Asset Management New York	$309K	-$454K	1	0.13%	Reduced
5555	DWMS Dominguez Wealth Management Solutions Williamsburg, Virginia	$309K	+$309K	1	0.31%	New
5556	SFG Steward Financial Group Colleyville, Texas	$307K	-$1.73M	48	0.15%	Reduced
5557	SWM Stapp Wealth Management Olympia, Washington	$306K	-$189K	1	0.73%	Reduced
5558	AA AlphaCentric Advisors San Juan, Puerto Rico	$306K	-$144K	2	0.3%	Reduced
5559	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$302K	-$2.17K	7	0.14%	Reduced
5560	CCG Capital CS Group Irvine, California	$301K	-$480K	1	0.33%	Reduced
5561	PAM PVG Asset Management Golden, Colorado	$300K	-$109K	1	1.33%	Reduced
5562	SCP Stevens Capital Partners Omaha, Nebraska	$299K	+$300K	1	0.26%	New
5563	RIA Retirement Investment Advisors Oklahoma City, Oklahoma	$297K	+$291K	1	0.19%	New
5564	OCM Orchard Capital Management Chicago, Illinois	$295K	$0	1	0.1%	Maintained
5565	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$295K	+$287K	1	0.08%	New
5566	T TrueFG Cedar Park, Texas	$295K	+$480	1	0.14%	Increased
5567	AFG Arkansas Financial Group Little Rock, Arkansas	$293K	-$25.4K	1	0.06%	Reduced
5568	HPA High Probability Advisors Pittsford, New York	$289K	+$34.6K	1	0.08%	Increased
5569	PWG Private Wealth Group Tampa, Florida	$289K	+$289K	1	0.41%	New
5570	LL LPWM LLC Minneapolis, Minnesota	$287K	$0	1	0.15%	Maintained
5571	WH Whitcomb & Hess Ashland, Ohio	$286K	+$48K	1	0.11%	Increased
5572	EA Ergawealth Advisors Oak Brook, Illinois	$282K	+$276K	1	0.26%	New
5573	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$277K	+$285K	1	0.1%	New
5574	FIC Family Investment Center Saint Joseph, Missouri	$276K	+$276K	1	0.2%	New
5575	ZCM Zebra Capital Management Stamford, Connecticut	$276K	+$189K	2	0.97%	Increased