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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
5651	FIS Fischer Investment Strategies Westlake Village, California	$229K	+$211K	1	0.21%	New
5652	DFC DBK Financial Counsel Cuyahoga Falls, Ohio	$228K	+$210K	1	0.31%	New
5653	CM Cornerstone Management Duluth, Georgia	$224K	-$58.1K	1	0.06%	Reduced
5654	FFW Fusion Family Wealth Woodbury, New York	$224K	+$206K	1	0.03%	New
5655	JWM JFG Wealth Management Denver, Colorado	$221K	-$20.7K	1	0.07%	Reduced
5656	TAM TCP Asset Management Columbus, Ohio	$221K	+$203K	1	0.09%	New
5657	FPW Flagship Private Wealth Woburn, Massachusetts	$219K	+$202K	1	0.18%	New
5658	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$219K	+$202K	1	0.14%	New
5659	AAS Asset Allocation Strategies Farmington, Michigan	$218K	+$201K	1	0.1%	New
5660	SA swisspartners Advisors Zurich, Switzerland	$218K	+$201K	1	0.18%	New
5661	Millburn Ridgefield Corp New York	$217K	-$60.5K	1	0.01%	Reduced
5662	VF VitalStone Financial Shavano Park, Texas	$216K	+$21K	19	0.12%	Increased
5663	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$215K	$0	3	0.17%	Maintained
5664	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$214K	-$287K	1	0.53%	Reduced
5665	JCP Jennifer C. Price	$211K	$0	1	0.07%	Maintained
5666	CCM Compton Capital Management Providence, Rhode Island	$208K	-$1.72M	1	4.81%	Reduced
5667	RW Regimen Wealth Atlanta, Georgia	$207K	+$192K	1	0.09%	New
5668	UI Unconventional Investor Portsmouth, New Hampshire	$206K	+$189K	1	0.19%	New
5669	WWM Wiser Wealth Management Marietta, Georgia	$205K	+$189K	1	0.08%	New
5670	PWAC Private Wealth Advisors (California) Fresno, California	$205K	+$188K	1	0.08%	New
5671	IR IAT Reinsurance New York	$201K	$0	1	0.04%	Maintained
5672	CM Capital Management Glen Allen, Virginia	$201K	+$174K	1	0.04%	New
5673	LIA Luken Investment Analytics Brentwood, Tennessee	$201K	$0	4	0.11%	Maintained
5674	GG Gleason Group Prospect, Kentucky	$190K	+$387	3	0.05%	Increased
5675	ACM Atalaya Capital Management New York	$185K	-$137K	1	0.09%	Reduced