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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	CH CVS Health Woonsocket, Rhode Island	$403K	$0	1	0.21%	Maintained
5552	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$403K	+$62.7K	1	0.25%	Increased
5553	AAM Ameraudi Asset Management New York	$402K	$0	1	0.18%	Maintained
5554	Apollo Management Holdings New York	$399K	-$1.39M	1	0%	Reduced
5555	AFS AFG Fiduciary Services Hingham, Massachusetts	$398K	-$242K	1	0.3%	Reduced
5556	MWP Meredith Wealth Planning Maryville, Illinois	$398K	-$754K	1	0.32%	Reduced
5557	MFG MTM Financial Group Bethlehem, Pennsylvania	$397K	+$3.45K	1	0.34%	Increased
5558	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$393K	+$11K	2	0.27%	Increased
5559	DWM Dopkins Wealth Management Williamsville, New York	$380K	$0	1	0.34%	Maintained
5560	WIC Whitegate Investment Counselors Concord, New Hampshire	$376K	+$627	1	0.12%	Increased
5561	TC TAGStone Capital Charlotte, North Carolina	$372K	+$627	1	0.27%	Increased
5562	DB Dravo Bay Rehoboth Beach, Delaware	$368K	+$53.9K	1	0.27%	Increased
5563	FA Financial Alternatives La Jolla, California	$368K	-$4.07K	1	0.33%	Reduced
5564	ACM Alethea Capital Management Mercer Island, Washington	$366K	$0	1	0.39%	Maintained
5565	RWM Rockwood Wealth Management New Hope, Pennsylvania	$364K	+$335K	1	0.06%	New
5566	TFG Tilson Financial Group New Providence, New Jersey	$364K	-$720K	1	0.62%	Reduced
5567	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$361K	+$332K	1	0.32%	New
5568	WI WJ Interests Sugar Land, Texas	$358K	-$31.3K	1	0.24%	Reduced
5569	IFA Interactive Financial Advisors New Lenox, Illinois	$358K	$0	1	0.24%	Maintained
5570	AC Avant Capital Lafayette, Louisiana	$357K	+$6.27K	1	0.39%	Increased
5571	WAM WFA Asset Management Whitefish Bay, Wisconsin	$355K	+$313	6	0.21%	Increased
5572	JCG John C. Goff	$354K	$0	1	0.58%	Maintained
5573	NFGH Nan Fung Group Holdings Kai Tak, Hong Kong	$353K	-$1.12M	1	0.23%	Reduced
5574	ACM Ardent Capital Management Cincinnati, Ohio	$352K	$0	1	0.22%	Maintained
5575	EC EJF Capital Arlington, Virginia	$352K	-$163K	1	0.16%	Reduced