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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
5976	HWM HRC Wealth Management Moscow, Idaho	$424K	+$422	1	0.29%	Increased
5977	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$423K	$0	1	0.34%	Maintained
5978	KCM Kennicott Capital Management Corte Madera, California	$421K	+$398K	1	0.18%	New
5979	DK David Kennon Sarasota, Florida	$418K	$0	1	0.18%	Maintained
5980	MCM MidAtlantic Capital Management Richmond, Virginia	$410K	-$28.9K	9	0.34%	Reduced
5981	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$405K	+$23.9K	4	0.18%	Increased
5982	PFG Pinnacle Financial Group Western Springs, Illinois	$403K	+$381K	1	0.17%	New
5983	FWM Fortress Wealth Management Culver City, California	$400K	+$87.8K	1	0.2%	Increased
5984	CTA Camelot Technology Advisors San Francisco, California	$396K	$0	1	0.37%	Maintained
5985	S4W Solutions 4 Wealth Southlake, Texas	$394K	+$20.3K	1	0.89%	Increased
5986	DAM DLD Asset Management New York	$387K	-$2.68M	1	0.08%	Reduced
5987	LWP Laurel Wealth Planning Edina, Minnesota	$387K	-$19.4K	1	0.27%	Reduced
5988	AFA Alpha Financial Advisors Charlotte, North Carolina	$386K	$0	1	0.19%	Maintained
5989	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$385K	-$28.7K	1	0.08%	Reduced
5990	TWCA Two West Capital Advisors Overland Park, Kansas	$384K	+$363K	1	0.37%	New
5991	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$378K	+$114K	1	0.24%	Increased
5992	II Ibex Investors Denver, Colorado	$378K	+$414K	2	0.39%	New
5993	YAL Your Advocates Ltd Houston, Texas	$377K	-$36.3K	11	0.16%	Reduced
5994	RA Raffles Associates New York	$373K	+$1.32K	1	0.42%	Increased
5995	WFA Websterrogers Financial Advisors Florence, South Carolina	$371K	-$105K	1	0.13%	Reduced
5996	RWIA Roger Wittlin Investment Advisory San Francisco, California	$371K	$0	1	0.24%	Maintained
5997	RFP RCS Financial Planning Annapolis, Maryland	$368K	+$127K	1	0.22%	Increased
5998	SC Sykon Capital Harrison, New York	$366K	-$14.4K	1	0.14%	Reduced
5999	CF Crosspoint Financial Tustin, California	$366K	+$345K	1	1.49%	New
6000	NPI New Perspectives Inc Ridgeland, Mississippi	$365K	$0	1	0.19%	Maintained