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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	EPM Equitec Proprietary Markets Chicago, Illinois	$1.24M	+$742K	2	1.57%	Increased
5627	VPWA Vestia Personal Wealth Advisors Fort Wayne, Indiana	$1.24M	+$1.14M	2	1.32%	New
5628	HFF Halter Ferguson Financial Carmel, Indiana	$1.23M	-$47K	2	0.88%	Reduced
5629	GCM G2 Capital Management Columbus, Ohio	$1.23M	+$42.2K	1	0.38%	Increased
5630	SC Swan Capital Pensacola, Florida	$1.23M	+$166K	8	0.67%	Increased
5631	BWM Brown Wealth Management Naperville, Illinois	$1.23M	+$8.45K	1	0.5%	Increased
5632	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.23M	-$173K	1	0.41%	Reduced
5633	ATC Advantage Trust Company Salina, Kansas	$1.23M	+$52.1K	5	0.88%	Increased
5634	PWS Private Wealth Strategies New Albany, Ohio	$1.22M	+$16.4K	2	0.25%	Increased
5635	BRIA Balanced Rock Investment Advisors Roslindale, Massachusetts	$1.22M	-$14.4K	3	1.02%	Reduced
5636	DLP De Lisle Partners Poole, United Kingdom	$1.21M	$0	1	0.27%	Maintained
5637	Aristeia Capital Greenwich, Connecticut	$1.21M	-$170K	3	0.03%	Reduced
5638	2L 25 LLC St. Louis, Missouri	$1.21M	+$181K	2	0.57%	Increased
5639	LFA Level Financial Advisors East Amherst, New York	$1.21M	-$24.9K	1	0.52%	Reduced
5640	BMMM Boston Mountain Money Management Bentonville, Arkansas	$1.21M	$0	2	0.8%	Maintained
5641	MW Marks Wealth Annapolis, Maryland	$1.21M	+$1.14M	1	0.53%	New
5642	PWM Penobscot Wealth Management Portland, Maine	$1.21M	-$201K	1	0.72%	Reduced
5643	ETS ESL Trust Services Rochester, New York	$1.2M	+$135K	17	0.29%	Increased
5644	ICA Infrastructure Capital Advisors New York	$1.2M	-$336K	2	0.15%	Reduced
5645	BMC Bear Mountain Capital Seattle, Washington	$1.2M	-$100K	10	0.49%	Reduced
5646	OCFG O'Connor Financial Group Quincy, Illinois	$1.19M	+$179K	2	0.69%	Increased
5647	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$1.19M	+$11.8K	2	0.34%	Increased
5648	MWP Meredith Wealth Planning Maryville, Illinois	$1.19M	+$56.2K	1	0.62%	Increased
5649	DAM Draper Asset Management Smithtown, New York	$1.19M	-$912K	1	0.9%	Reduced
5650	LAS Lloyd Advisory Services Suwanee, Georgia	$1.18M	-$13.2M	1	0.56%	Reduced