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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	KFG Kingdom Financial Group Peoria, Arizona	$1.64M	+$819K	3	1.43%	Increased
6027	SIM SummerHaven Investment Management Stamford, Connecticut	$1.64M	+$31.6K	2	1.07%	Increased
6028	PSA Plum Street Advisors New Orleans, Louisiana	$1.64M	+$44.7K	1	0.72%	Increased
6029	DC Dahring Cusmano Novi, Michigan	$1.63M	+$3.12K	2	1.27%	Increased
6030	HFF Halter Ferguson Financial Carmel, Indiana	$1.63M	+$319K	2	0.57%	Increased
6031	FWM FMA Wealth Management Duxbury, Massachusetts	$1.62M	-$17.1K	3	1.2%	Reduced
6032	Karpus Investment Management Pittsford, New York	$1.62M	$0	2	0.05%	Maintained
6033	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$1.62M	+$1.41M	31	0.65%	New
6034	W WorthPointe La Jolla, California	$1.62M	-$287K	2	0.68%	Reduced
6035	AI ArchPoint Investors Coral Gables, Florida	$1.61M	-$1.14M	1	0.47%	Reduced
6036	CP Clayton Partners Berkeley, California	$1.61M	-$186K	1	1.35%	Reduced
6037	BI Beckerman Institutional Ocean Grove, New Jersey	$1.6M	+$18.2K	2	1.07%	Increased
6038	BFA Brown Financial Advisory Fairhope, Alabama	$1.6M	+$458K	1	0.88%	Increased
6039	SM Sensible Money Scottsdale, Arizona	$1.6M	$0	2	0.61%	Maintained
6040	EAM Everstar Asset Management Mooresville, North Carolina	$1.6M	+$171K	2	0.97%	Increased
6041	JRFS James Reed Financial Services Cleveland, Ohio	$1.59M	+$17.4K	1	1.44%	Increased
6042	CG Castellan Group Louisville, Kentucky	$1.59M	-$30.7M	1	0.29%	Reduced
6043	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1.59M	-$571K	1	0.06%	Reduced
6044	MFS Miller Financial Services Marshall, Michigan	$1.59M	-$9.55K	1	2.02%	Reduced
6045	SP SIH Partners Wilmington, Delaware	$1.59M	-$778K	2	0.06%	Reduced
6046	LWA Ledgewood Wealth Advisors Exeter, New Hampshire	$1.59M	-$13.7K	2	1%	Reduced
6047	APC Asset Planning Corporation Knoxville, Tennessee	$1.58M	+$434	1	0.84%	Increased
6048	CPP Capasso Planning Partners Charleston, South Carolina	$1.58M	-$1.13M	3	0.89%	Reduced
6049	Flow Traders U.S. New York	$1.58M	+$1.2M	3	0.06%	New
6050	TWM TSA Wealth Management Houston, Texas	$1.58M	+$415K	2	0.58%	Increased