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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	BM Belfer Management New York	$222K	$0	1	5.76%	Maintained
5652	SWG Summit Wealth Group White River Junction, Vermont	$222K	-$1.01M	1	0.2%	Reduced
5653	CAM Cobblestone Asset Management Richmond, Virginia	$221K	+$224K	1	0.18%	New
5654	ARIS Advanced Research Investment Solutions Los Angeles, California	$219K	-$494K	1	0.14%	Reduced
5655	PFA Pinnacle Family Advisors Springfield, Missouri	$219K	-$43.3K	1	0.13%	Reduced
5656	RW Regimen Wealth Atlanta, Georgia	$218K	$0	1	0.09%	Maintained
5657	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$217K	-$422K	5	0.15%	Reduced
5658	SA Stewardship Advisors Mount Joy, Pennsylvania	$216K	+$226K	1	0.08%	New
5659	SWA Safir Wealth Advisors Greenland, New Hampshire	$215K	$0	1	0.21%	Maintained
5660	RMC Regis Management Company Menlo Park, California	$214K	$0	1	0.07%	Maintained
5661	SWM Stapp Wealth Management Olympia, Washington	$213K	$0	1	0.41%	Maintained
5662	FIS Fischer Investment Strategies Westlake Village, California	$213K	$0	1	0.22%	Maintained
5663	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$212K	$0	1	0.47%	Maintained
5664	FPW Flagship Private Wealth Woburn, Massachusetts	$211K	+$7.93K	1	0.19%	Increased
5665	IR IAT Reinsurance New York	$210K	$0	1	0.04%	Maintained
5666	AAS Asset Allocation Strategies Farmington, Michigan	$209K	+$7.27K	1	0.1%	Increased
5667	CM Cornerstone Management Duluth, Georgia	$208K	$0	1	0.06%	Maintained
5668	FFW Fusion Family Wealth Woodbury, New York	$207K	$0	1	0.03%	Maintained
5669	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$205K	+$207K	1	0.1%	New
5670	JWM JFG Wealth Management Denver, Colorado	$205K	$0	1	0.07%	Maintained
5671	SFS Starfox Financial Services The Woodlands, Texas	$205K	+$192K	1	0.22%	New
5672	SFS Shaker Financial Services Arlington, Virginia	$204K	+$210K	1	0.1%	New
5673	FRM Foundation Resource Management Little Rock, Arkansas	$203K	+$206K	1	0.03%	New
5674	WA Win Advisors Palm Beach Gardens, Florida	$203K	+$201K	1	0.1%	New
5675	UA Unison Advisors Washington, District of Columbia	$193K	$0	1	0.02%	Maintained