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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
5601	BFA Brendel Financial Advisors Hanover, New Hampshire	$254K	-$67.6K	1	0.51%	Reduced
5602	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$253K	$0	1	0.14%	Maintained
5603	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$251K	-$65K	1	0.01%	Reduced
5604	WAM WFA Asset Management Whitefish Bay, Wisconsin	$251K	-$29.2K	6	0.17%	Reduced
5605	TSA Tri-Star Advisors Houston, Texas	$250K	$0	1	0.12%	Maintained
5606	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$250K	-$240K	1	0.04%	Reduced
5607	WMWM Whitaker-Myers Wealth Managers Mansfield, Ohio	$249K	+$249K	1	0.24%	New
5608	ACM Ardent Capital Management Cincinnati, Ohio	$248K	+$248K	1	0.19%	New
5609	DB Dravo Bay Rehoboth Beach, Delaware	$248K	+$12.7K	1	0.2%	Increased
5610	Ruffer LLP London, United Kingdom	$248K	$0	1	0.02%	Maintained
5611	AIA Acute Investment Advisory Mesa, Arizona	$246K	-$713K	1	0.17%	Reduced
5612	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$246K	$0	1	0.18%	Maintained
5613	AC Avant Capital Lafayette, Louisiana	$246K	+$480	1	0.3%	Increased
5614	CCP Corbin Capital Partners New York	$245K	+$457K	1	0.07%	New
5615	LG LAM Group Lake Oswego, Oregon	$244K	+$244K	2	0.25%	New
5616	TWM Tanglewood Wealth Management Houston, Texas	$244K	$0	1	0.04%	Maintained
5617	NEPPG New England Professional Planning Group Westerly, Rhode Island	$244K	+$25.2K	1	0.14%	Increased
5618	Millburn Ridgefield Corp New York	$243K	-$53.3K	1	0.01%	Reduced
5619	LTL Lowery Thomas LLC Pebble Beach, California	$242K	-$22.3K	1	0.29%	Reduced
5620	YAL Your Advocates Ltd Houston, Texas	$239K	$0	8	0.14%	Maintained
5621	JW Jenkins Wealth Englewood, Colorado	$239K	+$263K	1	0.1%	New
5622	FAM Frontier Asset Management Sheridan, Wyoming	$238K	+$238K	1	0.11%	New
5623	VFA Virtus Fund Advisers Hartford, Connecticut	$237K	+$230K	5	1.7%	New
5624	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$235K	-$1.44M	1	0.17%	Reduced
5625	SAM Silverhawk Asset Management Scottsdale, Arizona	$235K	$0	1	0.21%	Maintained