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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
5901	NS Northland Securities Minneapolis, Minnesota	$2.33M	+$554K	2	1.35%	Increased
5902	BCM Barometer Capital Management Toronto, Ontario, Canada	$2.33M	+$1.38M	3	0.65%	Increased
5903	OS Objectivity Squared Charleston, South Carolina	$2.32M	+$277K	1	1.31%	Increased
5904	NF NavPoint Financial Prior Lake, Minnesota	$2.32M	$0	3	0.86%	Maintained
5905	Check Capital Management Costa Mesa, California	$2.32M	+$60.7K	1	0.03%	Increased
5906	WA WESPAC Advisors Orinda, California	$2.32M	-$178K	4	1.13%	Reduced
5907	SLT St Louis Trust Saint Louis, Missouri	$2.32M	-$6.46M	4	0.26%	Reduced
5908	IG IFS Group York, Pennsylvania	$2.32M	-$717K	3	3.18%	Reduced
5909	SFG Southern Financial Group Birmingham, Alabama	$2.32M	-$35.8K	5	0.59%	Reduced
5910	AW Apricus Wealth Beaufort, South Carolina	$2.31M	+$407K	3	1.1%	Increased
5911	LFS Leibman Financial Services Louisville, Nebraska	$2.31M	-$49.4K	1	1.54%	Reduced
5912	GWSA Global Wealth Strategies & Associates Denver, Colorado	$2.3M	-$155K	3	0.44%	Reduced
5913	NAH Neumann Advisory (HK) Central, Hong Kong	$2.3M	-$3.94M	2	0.65%	Reduced
5914	CFO Custos Family Office Austin, Texas	$2.29M	-$159K	3	1.37%	Reduced
5915	SRL Scientech Research LLC Jersey City, New Jersey	$2.29M	-$4.97M	3	1.86%	Reduced
5916	IP Integras Partners Alpharetta, Georgia	$2.29M	+$299K	2	1.26%	Increased
5917	M MYeCFO La Jolla, California	$2.28M	+$273K	4	0.86%	Increased
5918	JTF J. Team Financial Abilene, Texas	$2.28M	-$549K	3	2.21%	Reduced
5919	PC PCB Capital East Brunswick, New Jersey	$2.27M	+$190K	4	2.77%	Increased
5920	SGWM Sterling Group Wealth Management Pasadena, California	$2.27M	-$83.5K	2	0.93%	Reduced
5921	PPWM Perissos Private Wealth Management Bethany, Oklahoma	$2.27M	+$250K	2	1.53%	Increased
5922	SIM Spark Investment Management New York	$2.27M	-$127K	5	4.43%	Reduced
5923	LIP Lynch Investment Planning Newtown Square, Pennsylvania	$2.27M	-$18.6K	4	1.75%	Reduced
5924	ACM Arlington Capital Management Arlington Heights, Illinois	$2.27M	-$60.2K	2	1.41%	Reduced
5925	LIA LSP Investment Advisors New York	$2.27M	-$887K	1	2.09%	Reduced