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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	PFA Peak Financial Advisors Denver, Colorado	$298K	-$1.67M	1	0.32%	Reduced
5602	Acorns Advisers Irvine, California	$296K	+$309K	1	0%	New
5603	CFO Custos Family Office Austin, Texas	$295K	+$4.3K	1	0.2%	Increased
5604	PHAM Portland Hill Asset Management London, United Kingdom	$294K	$0	2	0.76%	Maintained
5605	GCM Gator Capital Management Tampa, Florida	$293K	$0	1	0.21%	Maintained
5606	ACM Alethea Capital Management Mercer Island, Washington	$292K	-$49.6K	1	0.36%	Reduced
5607	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$290K	-$118K	1	0.27%	Reduced
5608	LG LAM Group Lake Oswego, Oregon	$287K	$0	3	0.28%	Maintained
5609	RA Raffles Associates New York	$285K	+$187K	1	0.38%	Increased
5610	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$285K	-$2.1K	1	0.47%	Reduced
5611	TF Threadgill Financial Spring, Texas	$283K	+$10.9K	1	0.22%	Increased
5612	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$279K	-$244	1	0.08%	Reduced
5613	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$278K	+$291K	1	0.03%	New
5614	NHFG New Harbor Financial Group Worcester, Massachusetts	$276K	+$5.29K	1	0.09%	Increased
5615	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$276K	+$59.5K	11	0.1%	Increased
5616	IA IFS Advisors Overland Park, Kansas	$276K	-$6.83K	6	0.51%	Reduced
5617	HFA Highland Financial Advisors Wayne, New Jersey	$273K	+$33.4K	1	0.14%	Increased
5618	WHAM Windmill Hill Asset Management Waddesdon, United Kingdom	$273K	-$3.1M	1	0.12%	Reduced
5619	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$272K	-$106K	1	0.17%	Reduced
5620	SSC Syverson Strege & Co West Des Moines, Iowa	$271K	+$2.13K	1	0.12%	Increased
5621	DK David Kennon Sarasota, Florida	$268K	-$16.9K	1	0.13%	Reduced
5622	IPGDR Investidor Profissional Gestao de Recursos Rio De Janeiro, Brazil	$266K	-$1.64M	1	0.08%	Reduced
5623	AFP Advus Financial Partners Winter Park, Florida	$260K	-$201K	1	0.14%	Reduced
5624	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$259K	$0	1	0.15%	Maintained
5625	WFS Weitzel Financial Services Dubuque, Iowa	$258K	+$33K	1	0.15%	Increased