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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
6001	CFM Cornerstone Financial Management Burlington, Massachusetts	$2.09M	+$389K	79	1.68%	Increased
6002	CFO Capitol Family Office Beaverton, Oregon	$2.09M	-$152K	1	2.21%	Reduced
6003	BCM Basso Capital Management Stamford, Connecticut	$2.09M	+$732K	2	0.45%	Increased
6004	PFA Presper Financial Architects Akron, Ohio	$2.09M	-$255K	2	1.09%	Reduced
6005	ACM Alethea Capital Management Mercer Island, Washington	$2.07M	+$2.1M	2	0.86%	New
6006	RWS RASP Wealth Solutions Fishers, Indiana	$2.07M	+$2.26M	5	0.69%	New
6007	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$2.07M	+$775K	2	2.03%	Increased
6008	SA Stewardship Advisors Mount Joy, Pennsylvania	$2.06M	+$77.5K	2	0.43%	Increased
6009	TC Tacita Capital Toronto, Ontario, Canada	$2.06M	-$94.6K	7	1.12%	Reduced
6010	Orgel Wealth Management Altoona, Wisconsin	$2.06M	-$135K	1	0.04%	Reduced
6011	GPWA Gaddis Premier Wealth Advisors Durant, Oklahoma	$2.06M	+$229K	3	1.25%	Increased
6012	DWS Dynamic Wealth Strategies Granite Bay, California	$2.06M	-$40.2K	10	1.1%	Reduced
6013	VPF Vantage Point Financial Lisle, Illinois	$2.06M	-$8.54K	2	0.63%	Reduced
6014	UFA Unify Financial Advisors Clearwater, Florida	$2.04M	-$28.4K	3	1.89%	Reduced
6015	6CM 683 Capital Management New York	$2.04M	+$2.3M	1	0.1%	New
6016	TFS Targeted Financial Services Seminole, Florida	$2.04M	+$407K	1	1.5%	Increased
6017	FS Financial Symmetry Raleigh, North Carolina	$2.04M	+$249K	4	0.68%	Increased
6018	SPA Shore Point Advisors Brielle, New Jersey	$2.04M	-$46.4K	5	0.7%	Reduced
6019	TTA Thor Trading Advisors Greensburg, Pennsylvania	$2.04M	+$2.17M	2	0.64%	New
6020	LIWM Long Island Wealth Management Melville, New York	$2.03M	-$202K	3	0.84%	Reduced
6021	CGIM Cannon Global Investment Management Davie, Florida	$2.03M	-$2.39M	3	5.74%	Reduced
6022	SHJ Sharkey, Howes & Javer Denver, Colorado	$2.03M	+$19.4K	2	0.24%	Increased
6023	AFP Alpha Financial Partners Lexington, Kentucky	$2.02M	-$143K	3	1.06%	Reduced
6024	AFP ATX Financial Planning Austin, Texas	$2.02M	-$56.7K	2	1.34%	Reduced
6025	WWM WJ Wealth Management Glendale, Arizona	$2.02M	-$191K	2	0.8%	Reduced