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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
6026	CM Cornerstone Management Duluth, Georgia	$237K	-$9.97K	1	0.06%	Reduced
6027	EW Evoke Wealth Los Angeles, California	$234K	-$59.9M	1	0.38%	Reduced
6028	SA Stewardship Advisors Mount Joy, Pennsylvania	$233K	-$22.8K	1	0.08%	Reduced
6029	VF Vista Finance Clayton, Missouri	$233K	-$485K	1	0.49%	Reduced
6030	AAM Ameraudi Asset Management New York	$232K	+$220K	1	0.1%	New
6031	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$232K	-$89.6K	11	0.08%	Reduced
6032	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$231K	-$57.3K	1	0.14%	Reduced
6033	SFS Starfox Financial Services The Woodlands, Texas	$231K	+$11.4K	1	0.21%	Increased
6034	GC Glenorchy Capital Boorolite, Australia	$230K	+$223K	1	0.09%	New
6035	FRM Foundation Resource Management Little Rock, Arkansas	$229K	-$7.55K	1	0.04%	Reduced
6036	FI Fractal Investments Glastonbury, Connecticut	$228K	-$3.22K	1	0.05%	Reduced
6037	CA Crane Advisory Fullerton, California	$226K	+$219K	1	0.05%	New
6038	PWAC Private Wealth Advisors (California) Fresno, California	$225K	+$214K	1	0.09%	New
6039	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$220K	+$208K	1	0.16%	New
6040	GG Gleason Group Prospect, Kentucky	$220K	+$302	3	0.05%	Increased
6041	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$220K	-$900K	1	0.06%	Reduced
6042	FIS Fischer Investment Strategies Westlake Village, California	$219K	-$32.4K	1	0.17%	Reduced
6043	CWA Cornerstone Wealth Advisors Edina, Minnesota	$219K	+$208K	1	0.07%	New
6044	CF Convergence Financial Columbia, Missouri	$219K	+$207K	1	0.1%	New
6045	ALS Andrew L. Share	$216K	+$205K	1	0.11%	New
6046	LFA Longview Financial Advisors Huntsville, Alabama	$215K	+$215K	1	0.17%	New
6047	JWBC John W. Brooker & Co Oakland, California	$215K	+$192K	1	0.12%	New
6048	UI Unconventional Investor Portsmouth, New Hampshire	$215K	+$203K	1	0.17%	New
6049	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$210K	$0	1	0.4%	Maintained
6050	WPWM Windward Private Wealth Management Overland Park, Kansas	$208K	+$196K	1	0.09%	New