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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
5626	JWM JFG Wealth Management Denver, Colorado	$206K	-$193K	1	0.07%	Reduced
5627	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$206K	-$156K	7	0.17%	Reduced
5628	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$204K	-$50.5K	1	0.19%	Reduced
5629	WFS Weitzel Financial Services Dubuque, Iowa	$204K	+$181K	1	0.12%	New
5630	GG GenWealth Group Maplewood, New Jersey	$204K	+$180K	1	0.06%	New
5631	JAWM J. Arnold Wealth Management Youngstown, Ohio	$203K	+$180K	1	0.1%	New
5632	TWP TFO Wealth Partners Maumee, Ohio	$201K	-$2.69M	22	0.04%	Reduced
5633	JCP Jennifer C. Price	$200K	$0	1	0.06%	Maintained
5634	IR IAT Reinsurance New York	$197K	$0	1	0.04%	Maintained
5635	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$192K	$0	3	0.16%	Maintained
5636	GG Gleason Group Prospect, Kentucky	$192K	+$27K	3	0.06%	Increased
5637	SCM Springhouse Capital Management Westport, Connecticut	$192K	$0	1	0.26%	Maintained
5638	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$191K	+$169K	8	0.06%	New
5639	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$190K	-$18.1K	2	0.11%	Reduced
5640	HHGC Hunting Hill Global Capital New York	$178K	+$153K	1	0.14%	New
5641	LIA Luken Investment Analytics Brentwood, Tennessee	$171K	$0	4	0.1%	Maintained
5642	EC Elequin Capital New York	$170K	-$397K	3	0.12%	Reduced
5643	UFM Ursa Fund Management Danville, California	$166K	-$2.61M	1	0.06%	Reduced
5644	Hershey Trust Company Hershey, Pennsylvania	$141K	-$424K	1	0%	Reduced
5645	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$138K	-$627K	1	0.07%	Reduced
5646	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$125K	+$1.61K	13	0.05%	Increased
5647	Peconic Partners New York	$122K	+$102K	2	0.01%	Increased
5648	PLU Performa Ltd (US) Charleston, South Carolina	$121K	-$62.8K	11	0.06%	Reduced
5649	SI Schusterman Interests Tulsa, Oklahoma	$119K	$0	1	0.18%	Maintained
5650	MG MilWealth Group Milwaukee, Wisconsin	$88.3K	$0	2	0.04%	Maintained