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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
5776	RIA Retirement Investment Advisors Oklahoma City, Oklahoma	$882K	+$861K	3	0.11%	New
5777	AFO Allie Family Office Miami, Florida	$878K	+$830K	1	0.53%	New
5778	MWA Merkkuri Wealth Advisors Hicksville, New York	$878K	+$829K	1	0.81%	New
5779	SAW Signal Advisors Wealth Detroit, Michigan	$872K	-$10.4M	1	1.91%	Reduced
5780	SMF Sterling Manor Financial Saratoga Springs, New York	$867K	-$285K	1	0.66%	Reduced
5781	EFMH E Fund Management (HK) Central, Hong Kong	$858K	-$324K	19	0.53%	Reduced
5782	VWM VanWeelden Wealth Management West Chester Township, Ohio	$857K	+$728K	1	0.73%	New
5783	DWA Delta Wealth Advisors Indianapolis, Indiana	$853K	+$49K	2	0.84%	Increased
5784	DFC DBK Financial Counsel Cuyahoga Falls, Ohio	$853K	-$41K	1	0.93%	Reduced
5785	WH Whitcomb & Hess Ashland, Ohio	$853K	-$140K	1	0.27%	Reduced
5786	PWM Pacific Wealth Management San Diego, California	$850K	+$93.3K	2	0.43%	Increased
5787	KCM Kaye Capital Management El Segundo, California	$850K	+$24.5K	1	0.36%	Increased
5788	CMG Cavalry Management Group San Francisco, California	$844K	+$339K	3	11.66%	Increased
5789	PC Periscope Capital Toronto, Ontario, Canada	$842K	+$863K	1	0.29%	New
5790	BIA Barry Investment Advisors New Bedford, Massachusetts	$840K	+$422	2	0.28%	Increased
5791	DCM Dean Capital Management Overland Park, Kansas	$838K	-$3.46M	1	1.08%	Reduced
5792	SFC Strategic Financial Concepts San Antonio, Texas	$838K	+$24.9M	14	0.49%	Increased
5793	WAM WFA Asset Management Whitefish Bay, Wisconsin	$837K	-$62.5K	4	0.47%	Reduced
5794	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$834K	+$8.45K	1	0.42%	Increased
5795	SCM Sollinda Capital Management Miami, Florida	$833K	+$220K	2	0.25%	Increased
5796	CBC Coombe, Bender & Co Ellenville, New York	$830K	-$162K	1	0.49%	Reduced
5797	CFG Compton Financial Group Towson, Maryland	$825K	+$422	1	0.27%	Increased
5798	FFP Forbes Financial Planning East Greenwich, Rhode Island	$825K	$0	1	0.65%	Maintained
5799	TWM TSA Wealth Management Houston, Texas	$824K	+$111K	1	0.35%	Increased
5800	HPCM Hunter Perkins Capital Management Lombard, Illinois	$822K	-$84.5K	1	0.17%	Reduced