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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
5826	HPCM Hunter Perkins Capital Management Lombard, Illinois	$792K	$0	1	0.16%	Maintained
5827	BFA Bright Financial Advisors Portage, Michigan	$790K	+$79.3K	2	0.5%	Increased
5828	EP Elkhorn Partners Omaha, Nebraska	$782K	+$201K	2	0.5%	Increased
5829	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$782K	+$86.1K	2	0.24%	Increased
5830	PP Prosperity Planning Kansas City, Missouri	$779K	$0	1	0.25%	Maintained
5831	VCMGDR Vinland Capital Management Gestora de Recursos Sao Paulo, Brazil	$775K	-$360K	1	1.82%	Reduced
5832	LFG Leverty Financial Group Hudson, Wisconsin	$774K	+$982	2	0.42%	Increased
5833	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$772K	-$351K	2	0.34%	Reduced
5834	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$768K	$0	1	0.36%	Maintained
5835	FI FIDELIS iM Medford, Oregon	$766K	+$44K	1	0.35%	Increased
5836	NFP NorthLanding Financial Partners Rochester, New York	$763K	+$2.29K	2	0.75%	Increased
5837	ASG Ariston Services Group San Diego, California	$759K	+$182K	3	0.66%	Increased
5838	KFG Kingdom Financial Group Peoria, Arizona	$758K	+$75.5K	2	0.57%	Increased
5839	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$756K	+$6.96K	2	0.23%	Increased
5840	MFS McNamara Financial Services Marshfield, Massachusetts	$751K	-$37.4K	2	0.15%	Reduced
5841	AFA Atlas Financial Advisors Oroville, California	$749K	+$15.4K	1	1.18%	Increased
5842	PWM Pacific Wealth Management San Diego, California	$748K	-$63.4K	2	0.35%	Reduced
5843	IHWM Iron Horse Wealth Management Johston, Iowa	$746K	+$95.2K	21	0.26%	Increased
5844	Cerberus Capital Management New York	$745K	$0	1	0.02%	Maintained
5845	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$736K	$0	1	0.75%	Maintained
5846	Grey Fox Wealth Advisors Rockland, Delaware	$735K	+$15K	1	0.2%	Increased
5847	HPC Hobart Private Capital Charlotte, North Carolina	$732K	+$540K	2	0.19%	Increased
5848	Arkansas Financial Group Little Rock, Arkansas	$731K	$0	1	0.12%	Maintained
5849	PF Penney Financial Houston, Texas	$730K	+$45.7K	1	0.5%	Increased
5850	DWA Delta Wealth Advisors Indianapolis, Indiana	$729K	-$93.6K	1	0.7%	Reduced