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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	LP LB Partners Charlottesville, Virginia	$714K	+$53K	1	0.59%	Increased
5852	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$712K	-$169K	1	0.23%	Reduced
5853	PF Penney Financial Houston, Texas	$710K	$0	1	0.52%	Maintained
5854	CWM Capital Wealth Management W. Warwick, Rhode Island	$704K	$0	1	0.32%	Maintained
5855	EP Elkhorn Partners Omaha, Nebraska	$690K	+$533K	2	0.48%	Increased
5856	LM Luminus Management Houston, Texas	$690K	+$334K	1	0.4%	Increased
5857	ORAM One River Asset Management Stamford, Connecticut	$686K	+$729K	4	0.05%	New
5858	KFG Kingdom Financial Group Peoria, Arizona	$683K	-$361K	1	0.46%	Reduced
5859	NI NFC Investments Memphis, Tennessee	$682K	$0	1	0.2%	Maintained
5860	CWM Core Wealth Management Jupiter, Florida	$681K	+$73.1K	1	0.28%	Increased
5861	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$681K	+$626K	2	0.39%	New
5862	1I 1888 Investments Denver, Colorado	$677K	-$95.8K	1	52.86%	Reduced
5863	FPCG Forum Private Client Group Fishers, Indiana	$675K	-$14.4K	2	0.32%	Reduced
5864	PFG Peterson Financial Group Des Moines, Iowa	$673K	+$6.76K	1	4.1%	Increased
5865	PP Prosperity Planning Kansas City, Missouri	$671K	$0	1	0.23%	Maintained
5866	SL SWMG LLC Fort Worth, Texas	$666K	+$379K	3	0.3%	Increased
5867	SEM Strategic Equity Management Tucson, Arizona	$665K	+$71K	1	0.43%	Increased
5868	PSA Plum Street Advisors New Orleans, Louisiana	$657K	-$963K	1	0.38%	Reduced
5869	SC Sinecera Capital Austin, Texas	$655K	-$99	2	0.9%	Reduced
5870	NEPPG New England Professional Planning Group Westerly, Rhode Island	$651K	-$441K	2	0.34%	Reduced
5871	BFA Bright Financial Advisors Portage, Michigan	$646K	$0	2	0.46%	Maintained
5872	DWM Denver Wealth Management Denver, Colorado	$645K	-$16K	1	0.32%	Reduced
5873	VM Venator Management Pittsburgh, Pennsylvania	$643K	+$669K	1	0.19%	New
5874	EFN Equita Financial Network Fort Washington, Pennsylvania	$641K	+$180K	1	0.27%	Increased
5875	GWM Grand Wealth Management Grand Rapids, Michigan	$639K	-$558K	1	0.38%	Reduced