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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	RA Raffles Associates New York	$437K	+$37.9K	1	0.55%	Increased
5902	FC Family CFO Los Altos, California	$435K	-$106K	4	0.28%	Reduced
5903	Flow Traders U.S. New York	$434K	-$298K	1	0.01%	Reduced
5904	EA Evolution Advisers Richmond, Virginia	$429K	+$140K	9	0.27%	Increased
5905	AFTS American Financial & Tax Strategies New York	$426K	+$403K	1	0.24%	New
5906	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$423K	$0	1	0.3%	Maintained
5907	BWM Benchmark Wealth Management Old Lyme, Connecticut	$423K	-$28.5K	1	0.25%	Reduced
5908	PWP PrairieView Wealth Partners Orland Park, Illinois	$418K	+$395K	1	0.42%	New
5909	FPCG Forum Private Client Group Fishers, Indiana	$412K	+$390K	1	0.22%	New
5910	VFG Valley Financial Group Ambler, Pennsylvania	$411K	+$389K	1	0.32%	New
5911	TFP Traction Financial Partners Encampment, Wyoming	$408K	+$386K	1	0.27%	New
5912	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$406K	-$5.64K	1	0.09%	Reduced
5913	RFS Retirement Financial Solutions Knoxville, Tennessee	$403K	+$382K	1	0.23%	New
5914	TC TAGStone Capital Charlotte, North Carolina	$402K	-$8.54K	1	0.26%	Reduced
5915	MWM Magnolia Wealth Management Dothan, Alabama	$400K	$0	1	0.34%	Maintained
5916	SC Sinecera Capital Austin, Texas	$399K	+$4.68K	1	0.47%	Increased
5917	GG GenWealth Group Maplewood, New Jersey	$399K	+$126K	1	0.11%	Increased
5918	BP BCK Partners Corning, New York	$396K	-$3.56K	1	0.22%	Reduced
5919	Simplify Asset Management Las Vegas, Nevada	$396K	+$18.9K	1	0.04%	Increased
5920	CCM Cutler Capital Management Worcester, Massachusetts	$396K	-$359K	1	0.16%	Reduced
5921	MCM MidAtlantic Capital Management Richmond, Virginia	$392K	+$363K	9	0.38%	New
5922	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$392K	-$356	1	0.05%	Reduced
5923	STC Sarah T. Connolly	$389K	-$23.8M	1	35.15%	Reduced
5924	SJGA Stephen J. Garry & Associates Garden City, New York	$387K	+$366K	1	0.43%	New
5925	EWA Emergent Wealth Advisors Williamsville, New York	$386K	+$366K	1	0.36%	New