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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	HFA Highland Financial Advisors Wayne, New Jersey	$260K	-$274K	1	0.13%	Reduced
5627	EA Evolution Advisers Richmond, Virginia	$259K	+$1.31K	7	0.18%	Increased
5628	SSC Syverson Strege & Co West Des Moines, Iowa	$257K	-$269K	1	0.11%	Reduced
5629	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$255K	$0	1	0.08%	Maintained
5630	EC Elequin Capital New York	$254K	+$23.4K	28	0.13%	Increased
5631	GCM Gator Capital Management Tampa, Florida	$253K	$0	1	0.18%	Maintained
5632	GFG GR Financial Group Tucson, Arizona	$252K	+$627	1	0.08%	Increased
5633	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$249K	$0	1	0.07%	Maintained
5634	RMC Regis Management Company Menlo Park, California	$247K	$0	1	0.08%	Maintained
5635	EL EQ LLC Bellevue, Washington	$247K	$0	1	0.2%	Maintained
5636	WFS Weitzel Financial Services Dubuque, Iowa	$242K	$0	1	0.14%	Maintained
5637	VF Vawter Financial Columbus, Ohio	$241K	$0	1	0.21%	Maintained
5638	IHWM Iron Horse Wealth Management Johston, Iowa	$241K	$0	11	0.12%	Maintained
5639	GG GenWealth Group Maplewood, New Jersey	$241K	$0	1	0.07%	Maintained
5640	CWP Corepath Wealth Partners Scottsdale, Arizona	$239K	+$217K	1	0.14%	New
5641	NEPPG New England Professional Planning Group Westerly, Rhode Island	$239K	-$59.5K	1	0.14%	Reduced
5642	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$238K	-$61.2K	2	0.27%	Reduced
5643	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$237K	-$2.53K	6	0.2%	Reduced
5644	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$236K	+$11.7K	9	0.09%	Increased
5645	SIAS Summit Investment Advisory Services Roseville, Minnesota	$236K	+$217K	1	0.16%	New
5646	FI Fractal Investments Glastonbury, Connecticut	$235K	$0	1	0.05%	Maintained
5647	KAM Kraft Asset Management Nashville, Tennessee	$233K	+$214K	1	0.21%	New
5648	BM Belfer Management New York	$232K	$0	1	6.15%	Maintained
5649	SWA Safir Wealth Advisors Greenland, New Hampshire	$232K	+$213K	1	0.21%	New
5650	SWM Stapp Wealth Management Olympia, Washington	$230K	+$212K	1	0.46%	New