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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	AFA Alpha Financial Advisors Charlotte, North Carolina	$375K	+$2.99K	1	0.17%	Increased
6002	RCM Requisite Capital Management Dallas, Texas	$371K	-$4.26M	1	0.08%	Reduced
6003	SIG North Trading Bala Cynwyd, Pennsylvania	$371K	+$5.48K	1	0.01%	Increased
6004	TWCA Two West Capital Advisors Overland Park, Kansas	$366K	-$4.7K	1	0.3%	Reduced
6005	AAA American Alpha Advisors New York	$362K	+$325K	1	0.33%	New
6006	RWIA Roger Wittlin Investment Advisory San Francisco, California	$357K	$0	1	0.21%	Maintained
6007	RFP RCS Financial Planning Annapolis, Maryland	$353K	-$1.28K	1	0.2%	Reduced
6008	CF Crosspoint Financial Tustin, California	$352K	$0	1	1.21%	Maintained
6009	SC Sykon Capital Harrison, New York	$352K	$0	1	0.12%	Maintained
6010	BIA Barry Investment Advisors New Bedford, Massachusetts	$349K	-$472K	1	0.11%	Reduced
6011	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$347K	-$427	1	0.2%	Reduced
6012	GFG GR Financial Group Tucson, Arizona	$347K	+$2.14K	1	0.06%	Increased
6013	MCM MidAtlantic Capital Management Richmond, Virginia	$346K	-$85.5K	8	0.25%	Reduced
6014	SCM Shaolin Capital Management Miami, Florida	$345K	+$369K	1	0.01%	New
6015	SIAS Summit Investment Advisory Services Roseville, Minnesota	$342K	-$184K	1	0.18%	Reduced
6016	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$338K	$0	1	0.17%	Maintained
6017	PWG Private Wealth Group Tampa, Florida	$337K	$0	1	0.17%	Maintained
6018	HFA Highland Financial Advisors Wayne, New Jersey	$335K	-$549K	1	0.12%	Reduced
6019	IA IFS Advisors Overland Park, Kansas	$332K	$0	5	0.26%	Maintained
6020	GWA Gibson Wealth Advisors Tyler, Texas	$332K	$0	1	0.27%	Maintained
6021	IR IAT Reinsurance New York	$332K	$0	1	0.08%	Maintained
6022	AF Amara Financial San Francisco, California	$329K	+$327K	1	0.31%	New
6023	APW Atlantic Private Wealth Chapel Hill, North Carolina	$328K	+$224K	5	0.25%	Increased
6024	ES ETF Store Overland Park, Kansas	$324K	-$24.8K	1	0.33%	Reduced
6025	5SA 5th Street Advisors Southport, Connecticut	$324K	+$322K	1	0.16%	New