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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
5876	LTL Lowery Thomas LLC Pebble Beach, California	$477K	-$28.1K	1	0.41%	Reduced
5877	WA Win Advisors Palm Beach Gardens, Florida	$476K	+$201K	1	0.22%	Increased
5878	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$473K	+$192K	2	0.12%	Increased
5879	FP Factorial Partners Mt. Kisco, New York	$473K	-$1.03M	1	0.3%	Reduced
5880	CAM Clarity Asset Management Ames, Iowa	$472K	+$446K	2	0.37%	New
5881	BC Barnett & Company Chattanooga, Tennessee	$472K	$0	1	0.35%	Maintained
5882	SC Schubert & Co Mckinney, Texas	$470K	+$43.8K	1	0.43%	Increased
5883	AS AM Squared Hong Kong	$469K	+$274K	3	0.95%	Increased
5884	TCM Tekne Capital Management New York	$469K	-$21.9K	1	0.17%	Reduced
5885	FFG Foundry Financial Group Laconia, New Hampshire	$466K	+$441K	1	0.4%	New
5886	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$464K	-$109K	1	1.45%	Reduced
5887	PSA Plum Street Advisors New Orleans, Louisiana	$464K	+$439K	1	0.31%	New
5888	EFMH E Fund Management (HK) Central, Hong Kong	$460K	+$248K	4	0.25%	Increased
5889	RPG Resource Planning Group Atlanta, Georgia	$458K	+$2.14K	1	0.29%	Increased
5890	FPW Flagship Private Wealth Woburn, Massachusetts	$458K	+$182K	2	0.35%	Increased
5891	BFP Beacon Financial Planning Hyannis, Massachusetts	$457K	+$712	1	0.36%	Increased
5892	T TrueFG Cedar Park, Texas	$453K	-$28.8K	1	0.18%	Reduced
5893	TWM Tanglewood Wealth Management Houston, Texas	$447K	+$424K	1	0.05%	New
5894	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$447K	+$423K	1	0.61%	New
5895	MFG MTM Financial Group Bethlehem, Pennsylvania	$447K	+$1.42K	1	0.33%	Increased
5896	ARGA Investment Management Stamford, Connecticut	$447K	-$111K	1	0.02%	Reduced
5897	MCAI Members Capital Advisors Inc Madison, Wisconsin	$446K	-$2.85M	2	1.28%	Reduced
5898	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$442K	-$34.9K	1	0.21%	Reduced
5899	FA Financial Alternatives La Jolla, California	$440K	-$8.59K	2	0.37%	Reduced
5900	SC Schiavi & Co Wilmington, Delaware	$439K	+$411K	2	0.18%	New