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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
5851	LHP Lexington Hill Partners Dallas, Texas	$2.44M	+$761K	5	1.18%	Increased
5852	RFG REAP Financial Group Austin, Texas	$2.43M	+$137K	16	0.42%	Increased
5853	DF Define Financial San Diego, California	$2.43M	+$960K	3	1.12%	Increased
5854	AIS Advocate Investing Services Woodbine, Maryland	$2.43M	+$480	17	1.87%	Increased
5855	SP Sequent Planning Omaha, Nebraska	$2.43M	+$41.6K	2	0.52%	Increased
5856	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$2.43M	-$416K	2	0.4%	Reduced
5857	9C 9823 Capital Dallas, Texas	$2.43M	-$1.05M	1	1.64%	Reduced
5858	HWM Howard Wealth Management Madison, Connecticut	$2.42M	+$291K	4	0.9%	Increased
5859	AWP Atlas Wealth Partners Wyomissing, Pennsylvania	$2.42M	-$220K	2	2.64%	Reduced
5860	2L 25 LLC St. Louis, Missouri	$2.42M	+$395K	4	0.66%	Increased
5861	HAM Hedges Asset Management Reno, Nevada	$2.41M	+$2.19M	3	1.58%	New
5862	WAG Wiser Advisor Group Phoenix, Arizona	$2.41M	+$302K	8	2.64%	Increased
5863	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$2.41M	-$21K	2	0.44%	Reduced
5864	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$2.41M	+$1.24M	2	0.26%	Increased
5865	FFWM Future Financial Wealth Management Cincinnati, Ohio	$2.41M	+$398K	4	1.5%	Increased
5866	AIP Alapocas Investment Partners Beverly, Massachusetts	$2.4M	-$5.1M	2	2.35%	Reduced
5867	HFW Horizon Family Wealth Chicago, Illinois	$2.39M	+$511K	3	1.09%	Increased
5868	AF ASL Financial Los Gatos, California	$2.39M	+$618K	3	1.69%	Increased
5869	NFTC North Forty Two & Co Lake Oswego, Oregon	$2.39M	-$39.2K	4	2.03%	Reduced
5870	RCS Retirement Capital Strategies San Jose, California	$2.39M	+$14.6K	1	0.83%	Increased
5871	BWP BlueStem Wealth Partners Minnetonka, Minnesota	$2.39M	+$347K	3	0.24%	Increased
5872	PSF Pacific Sun Financial Los Angeles, California	$2.39M	+$92.7K	2	0.98%	Increased
5873	AF AtlasMark Financial Austin, Texas	$2.38M	-$508K	2	1.17%	Reduced
5874	TC T3 Companies New York	$2.38M	-$1.93M	4	2.54%	Reduced
5875	FFM Flagstone Financial Management Lincoln, Nebraska	$2.38M	+$9.71K	2	0.53%	Increased