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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
5926	Belvedere Trading Chicago, Illinois	$542K	-$369K	3	0%	Reduced
5927	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$542K	+$7.18K	2	0.12%	Increased
5928	MFG MTM Financial Group Bethlehem, Pennsylvania	$541K	+$845	1	0.35%	Increased
5929	BFA Bluestem Financial Advisors Champaign, Illinois	$536K	+$85.3K	1	0.27%	Increased
5930	OFP OLIO Financial Planning Mclean, Virginia	$534K	$0	2	0.23%	Maintained
5931	SG Strid Group Newtown Square, Pennsylvania	$533K	+$148K	1	0.09%	Increased
5932	SBLIC Security Benefit Life Insurance Company Topeka, Kansas	$530K	$0	1	0.17%	Maintained
5933	AI Arrien Investments Boise, Idaho	$529K	-$62.3K	2	0.41%	Reduced
5934	ASG Ariston Services Group San Diego, California	$521K	-$497	2	0.5%	Reduced
5935	FIA FPC Investment Advisory Petaluma, California	$518K	+$1.14M	6	0.47%	Increased
5936	KAM Kraft Asset Management Nashville, Tennessee	$508K	+$59.5K	1	0.43%	Increased
5937	KSCM Kamunting Street Capital Management Miami Beach, Florida	$508K	-$496K	1	0.47%	Reduced
5938	SC Schubert & Co Mckinney, Texas	$506K	$0	1	0.43%	Maintained
5939	AFTS American Financial & Tax Strategies New York	$505K	+$16K	1	0.27%	Increased
5940	BWM Benchmark Wealth Management Old Lyme, Connecticut	$502K	$0	1	0.27%	Maintained
5941	GA Greytown Advisors Miami, Florida	$498K	-$289K	2	0.29%	Reduced
5942	TWM Tanglewood Wealth Management Houston, Texas	$496K	$0	1	0.06%	Maintained
5943	EL Envoi LLC Chanhassen, Minnesota	$494K	-$1.4M	1	1.57%	Reduced
5944	Dymon Asia Capital (Singapore) Singapore	$492K	-$858K	1	0.13%	Reduced
5945	CAM Clarity Asset Management Ames, Iowa	$489K	-$221K	3	0.35%	Reduced
5946	MC McCarthy & Cox Marysville, Ohio	$484K	-$307K	1	0.19%	Reduced
5947	HC Hoese & Co Glencoe, Minnesota	$483K	+$22.9K	2	0.42%	Increased
5948	MFG Marmo Financial Group Johnson City, Tennessee	$480K	$0	1	0.29%	Maintained
5949	EA Evolution Advisers Richmond, Virginia	$474K	$0	8	0.27%	Maintained
5950	RVM Robinson Value Management San Antonio, Texas	$471K	+$445K	1	0.33%	New