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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	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$270K	+$280K	1	0.15%	New
6002	IVMX Institutional Venture Management XVI Menlo Park, California	$269K	-$85.9M	1	0.35%	Reduced
6003	4FG 4Thought Financial Group Syosset, New York	$267K	+$251K	2	0.19%	New
6004	AAS Asset Allocation Strategies Farmington, Michigan	$264K	+$14.2K	1	0.1%	Increased
6005	KAM Kraft Asset Management Nashville, Tennessee	$262K	+$248K	1	0.22%	New
6006	TC TradeLink Capital Chicago, Illinois	$261K	+$270K	1	3.67%	New
6007	PFA Pinnacle Family Advisors Springfield, Missouri	$261K	$0	1	0.15%	Maintained
6008	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$259K	+$239K	3	0.25%	New
6009	SWA Safir Wealth Advisors Greenland, New Hampshire	$256K	$0	1	0.23%	Maintained
6010	SWM Stapp Wealth Management Olympia, Washington	$254K	$0	1	0.43%	Maintained
6011	LFA Livelsberger Financial Advisory Ashland, Ohio	$254K	+$238K	3	0.23%	New
6012	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$254K	-$40.6K	1	0.06%	Reduced
6013	Legacy Financial Group (Iowa) Des Moines, Iowa	$252K	-$3.12M	1	1.14%	Reduced
6014	EFN Equita Financial Network Fort Washington, Pennsylvania	$251K	-$496K	1	0.13%	Reduced
6015	SI Sprott Inc Toronto, Ontario, Canada	$249K	+$220K	1	0.02%	New
6016	FFW Fusion Family Wealth Woodbury, New York	$247K	$0	1	0.03%	Maintained
6017	LA LPF Advisors Sarasota, Florida	$247K	+$233K	1	0.26%	New
6018	IR IAT Reinsurance New York	$245K	$0	1	0.05%	Maintained
6019	RW Regimen Wealth Atlanta, Georgia	$245K	$0	1	0.09%	Maintained
6020	WS Wela Strategies Atlanta, Georgia	$245K	+$232K	1	0.13%	New
6021	PWMG Pioneer Wealth Management Group Austin, Texas	$242K	+$208K	1	0.15%	New
6022	MFS McNamara Financial Services Marshfield, Massachusetts	$242K	-$42.7K	1	0.05%	Reduced
6023	ASG Ariston Services Group San Diego, California	$241K	+$228K	1	0.23%	New
6024	TWP TFO Wealth Partners Maumee, Ohio	$240K	-$951K	34	0.05%	Reduced
6025	SFS Shaker Financial Services Arlington, Virginia	$239K	$0	1	0.1%	Maintained