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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
5801	PAMS Pinpoint Asset Management (Singapore) Singapore,	$2.56M	-$3.58M	3	0.52%	Reduced
5802	FFL Financial Freedom LLC Cincinnati, Ohio	$2.56M	-$102K	3	1.17%	Reduced
5803	MSWM Master's Wealth Management Lancaster, Pennsylvania	$2.56M	+$34.8K	4	0.77%	Increased
5804	AAM Austin Asset Management Austin, Texas	$2.55M	+$765K	4	0.36%	Increased
5805	PA PPM America Chicago, Illinois	$2.55M	$0	1	16.91%	Maintained
5806	AA Aufman Associates Sewickley, Pennsylvania	$2.55M	+$268K	4	1.02%	Increased
5807	BGAI Bruce G. Allen Investments Denver, Colorado	$2.55M	+$686K	33	1.62%	Increased
5808	WPA Winning Points Advisors Boca Raton, Florida	$2.55M	-$60.3K	1	3.36%	Reduced
5809	AW Ankerstar Wealth Leander, Texas	$2.54M	+$118K	31	2.13%	Increased
5810	BFAG Blackston Financial Advisory Group The Villages, Florida	$2.54M	-$59K	2	1.43%	Reduced
5811	SPAS Spectrum Planning & Advisory Services San Diego, California	$2.54M	-$486K	2	1.14%	Reduced
5812	CGF Constant Guidance Financial Attleboro Falls, Massachusetts	$2.54M	+$1.39M	2	1.59%	Increased
5813	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$2.54M	+$40.7K	3	0.78%	Increased
5814	GRA Golden Road Advisors Tampa, Florida	$2.53M	+$146K	3	1.23%	Increased
5815	FPW Flywheel Private Wealth Los Altos, California	$2.53M	+$653K	6	1.25%	Increased
5816	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$2.53M	-$22.4K	1	0.47%	Reduced
5817	AA Alpha Advisors Richmond, Virginia	$2.53M	-$59.7K	3	1.9%	Reduced
5818	KWM Kaydan Wealth Management Fenton, Michigan	$2.53M	-$117K	2	0.77%	Reduced
5819	T Tidemark San Diego, California	$2.53M	+$79.6K	32	0.57%	Increased
5820	BAWM Bennett Associates Wealth Management Butler, Pennsylvania	$2.53M	+$294K	5	1.56%	Increased
5821	4WM 4J Wealth Management Alexandria, Virginia	$2.51M	-$78.7K	2	1.23%	Reduced
5822	TWA Tandem Wealth Advisors Phoenix, Arizona	$2.51M	+$122K	2	1%	Increased
5823	GHI Gross & Hartman Investments Leola, Pennsylvania	$2.5M	+$115K	3	1.1%	Increased
5824	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$2.5M	-$13.7M	2	0.13%	Reduced
5825	LMFP Larry Mathis Financial Planning Phoenix, Arizona	$2.5M	-$659K	4	1.9%	Reduced