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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	NHFG New Harbor Financial Group Worcester, Massachusetts	$293K	+$16.9K	1	0.08%	Increased
5602	MFS McNamara Financial Services Marshfield, Massachusetts	$287K	+$31.3K	1	0.07%	Increased
5603	HI Harper Investing Santa Clara, California	$287K	+$1.03K	1	0.33%	Increased
5604	1I 1888 Investments Denver, Colorado	$285K	-$8.07M	1	0.39%	Reduced
5605	AC AIFG Consultants Halfmoon, New York	$284K	+$17.2K	1	0.23%	Increased
5606	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$284K	$0	1	0.47%	Maintained
5607	JCP JB Capital Partners Armonk, New York	$284K	$0	1	0.06%	Maintained
5608	SG Strid Group Newtown Square, Pennsylvania	$281K	-$45.4K	1	0.06%	Reduced
5609	PFA Pinnacle Family Advisors Springfield, Missouri	$281K	-$258K	1	0.15%	Reduced
5610	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$279K	-$12.5K	1	0.16%	Reduced
5611	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$278K	+$15.7K	1	0.27%	Increased
5612	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$278K	-$3.76K	1	0.07%	Reduced
5613	Delta Accumulation LLC Sausalito, California	$277K	+$313	1	0.09%	Increased
5614	TF Threadgill Financial Spring, Texas	$276K	+$14.4K	1	0.32%	Increased
5615	OCM Orchard Capital Management Chicago, Illinois	$273K	$0	1	0.09%	Maintained
5616	LJCM Lee Johnson Capital Management Fort Worth, Texas	$273K	-$287K	1	0.26%	Reduced
5617	BWM Biltmore Wealth Management Tempe, Arizona	$272K	+$313	1	0.12%	Increased
5618	JFG JDM Financial Group Austin, Texas	$271K	-$16.2K	5	0.24%	Reduced
5619	PWM Pacific Wealth Management San Diego, California	$265K	+$313	1	0.17%	Increased
5620	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$264K	$0	1	0.18%	Maintained
5621	WAM Weinberger Asset Management Los Angeles, California	$264K	+$243K	1	0.15%	New
5622	IA IFS Advisors Overland Park, Kansas	$264K	+$16K	6	0.65%	Increased
5623	TB Terril Brothers St. Louis, Missouri	$262K	+$13.5K	1	0.12%	Increased
5624	SC Saltoro Capital Dallas, Texas	$260K	+$226K	1	0.27%	New
5625	LGWM Litman Gregory Wealth Management Larkspur, California	$260K	-$3.02M	1	0.03%	Reduced