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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	SA Sunesis Advisors Overland Park, Kansas	$293K	+$259K	1	0.21%	New
5552	FPCG Forum Private Client Group Fishers, Indiana	$293K	-$206K	1	0.19%	Reduced
5553	AIA Acute Investment Advisory Mesa, Arizona	$292K	-$3.57K	1	0.19%	Reduced
5554	Tanglewood Wealth Management Houston, Texas	$292K	-$1.02K	1	0.04%	Reduced
5555	LG LAM Group Lake Oswego, Oregon	$291K	+$4.81K	3	0.29%	Increased
5556	BP BFAM Partners Northpoint, Hong Kong, Hong Kong	$288K	+$255K	1	0.3%	New
5557	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$285K	$0	2	0.33%	Maintained
5558	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$283K	-$20.9K	1	0.18%	Reduced
5559	YAL Your Advocates Ltd Houston, Texas	$281K	+$15.3K	9	0.15%	Increased
5560	MFG Marmo Financial Group Johnson City, Tennessee	$281K	+$3.83K	1	0.27%	Increased
5561	LTL Lowery Thomas LLC Pebble Beach, California	$281K	-$8.16K	1	0.31%	Reduced
5562	Strid Group Newtown Square, Pennsylvania	$280K	$0	1	0.06%	Maintained
5563	SC Swan Capital Pensacola, Florida	$280K	+$291K	1	0.27%	New
5564	AG Appleton Group Appleton, Wisconsin	$278K	-$41.6K	1	0.54%	Reduced
5565	HWM Horizons Wealth Management Asheville, North Carolina	$275K	-$44.1K	3	0.2%	Reduced
5566	RBC Rye Brook Capital Greenwich, Connecticut	$275K	$0	1	0.17%	Maintained
5567	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$274K	$0	1	0.49%	Maintained
5568	PHAM Portland Hill Asset Management London, United Kingdom	$273K	$0	2	0.64%	Maintained
5569	SWM Solano Wealth Management Fairfield, California	$273K	+$241K	1	0.2%	New
5570	GIA Goodwin Investment Advisory Woodstock, Georgia	$272K	-$90.2K	1	0.18%	Reduced
5571	SCHF (GPE) Wilson, Wyoming	$268K	+$231K	1	0.47%	New
5572	AM Atwater Malick Lancaster, Pennsylvania	$268K	$0	1	0.13%	Maintained
5573	OCM Orchard Capital Management Chicago, Illinois	$265K	-$67.3K	1	0.09%	Reduced
5574	DB Dravo Bay Rehoboth Beach, Delaware	$262K	-$31.9K	1	0.2%	Reduced
5575	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$258K	+$226	1	0.08%	Increased