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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
5576	FFL Future Fund LLC Chicago, Illinois	$335K	-$433K	1	0.93%	Reduced
5577	IFA Interactive Financial Advisors New Lenox, Illinois	$332K	$0	1	0.22%	Maintained
5578	AC Avant Capital Lafayette, Louisiana	$332K	+$661	1	0.38%	Increased
5579	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$329K	-$129K	1	0.05%	Reduced
5580	JCG John C. Goff	$328K	$0	1	0.46%	Maintained
5581	YAL Your Advocates Ltd Houston, Texas	$328K	-$114K	12	0.2%	Reduced
5582	WAM Weinberger Asset Management Los Angeles, California	$327K	+$86.6K	1	0.19%	Increased
5583	CH CVS Health Woonsocket, Rhode Island	$327K	$0	1	0.17%	Maintained
5584	ALWM Andrews Lucia Wealth Management Danville, California	$326K	-$10.1K	1	0.28%	Reduced
5585	SA Sunesis Advisors Overland Park, Kansas	$321K	+$336K	1	0.23%	New
5586	SHFP Second Half Financial Partners Sebring, Florida	$321K	-$8.6M	1	0.16%	Reduced
5587	AC AIFG Consultants Halfmoon, New York	$320K	+$58.5K	1	0.27%	Increased
5588	LWP Laurel Wealth Planning Edina, Minnesota	$319K	$0	1	0.25%	Maintained
5589	Simplify Asset Management Las Vegas, Nevada	$316K	-$124K	1	0.04%	Reduced
5590	SIG North Trading Bala Cynwyd, Pennsylvania	$315K	+$324K	1	0.02%	New
5591	WI WJ Interests Sugar Land, Texas	$315K	$0	1	0.22%	Maintained
5592	PA Prism Advisors Studio City, California	$312K	-$5.29K	1	0.11%	Reduced
5593	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$311K	-$24.8K	1	0.27%	Reduced
5594	CWM Core Wealth Management Jupiter, Florida	$310K	-$381K	1	0.16%	Reduced
5595	DB Dravo Bay Rehoboth Beach, Delaware	$308K	-$35K	1	0.22%	Reduced
5596	EH EMG Holdings Old Greenwich, Connecticut	$308K	$0	1	0.07%	Maintained
5597	MFG Marmo Financial Group Johnson City, Tennessee	$303K	-$4.96K	1	0.29%	Reduced
5598	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$300K	-$18.8K	1	0.15%	Reduced
5599	WAM WFA Asset Management Whitefish Bay, Wisconsin	$299K	-$36.3K	8	0.18%	Reduced
5600	SWM Solano Wealth Management Fairfield, California	$299K	$0	1	0.21%	Maintained