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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
6051	LA LPF Advisors Sarasota, Florida	$257K	+$30.4K	1	0.24%	Increased
6052	ALS Andrew L. Share	$257K	$0	1	0.14%	Maintained
6053	TCM Tuttle Capital Management Riverside, Connecticut	$252K	+$250K	2	1.52%	Increased
6054	TF Theory Financial Fort Collins, Colorado	$251K	-$9.71K	1	0.12%	Reduced
6055	SCM Sebold Capital Management Lisle, Illinois	$249K	+$217K	1	0.17%	New
6056	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$248K	+$5.93K	8	0.19%	Increased
6057	AC AWH Capital Dallas, Texas	$248K	-$2.23M	1	0.26%	Reduced
6058	WPWM Windward Private Wealth Management Overland Park, Kansas	$247K	$0	1	0.1%	Maintained
6059	IPA Investment Planning Advisors Cumming, Georgia	$242K	+$229K	1	0.12%	New
6060	FRM Foundation Resource Management Little Rock, Arkansas	$242K	$0	1	0.04%	Maintained
6061	CAM Cobblestone Asset Management Richmond, Virginia	$241K	$0	1	0.16%	Maintained
6062	BDWCC B&D White Capital Company Lakeway, Texas	$241K	-$51.5K	1	0.05%	Reduced
6063	JWBC John W. Brooker & Co Oakland, California	$239K	$0	1	0.12%	Maintained
6064	BWA BCU Wealth Advisors Vernon Hills, Illinois	$238K	$0	1	0.18%	Maintained
6065	AFFA ALM First Financial Advisors Dallas, Texas	$237K	$0	1	0.07%	Maintained
6066	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$237K	-$54.2K	1	0.25%	Reduced
6067	UI Unconventional Investor Portsmouth, New Hampshire	$236K	-$15.6K	1	0.17%	Reduced
6068	OAP One Advisory Partners Overland Park, Kansas	$236K	$0	1	0.11%	Maintained
6069	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$236K	-$21.1K	1	0.02%	Reduced
6070	SW Schulz Wealth Mansfield, Texas	$236K	-$8.45K	1	0.2%	Reduced
6071	BWA Brave Warrior Advisors New York	$235K	$0	1	0.01%	Maintained
6072	DWS Discipline Wealth Solutions Greenville, South Carolina	$233K	+$220K	1	0.18%	New
6073	KWM Kanen Wealth Management Coconut Creek, Florida	$233K	-$215K	1	0.14%	Reduced
6074	SAM Soviero Asset Management New York	$232K	-$7.17M	1	0.14%	Reduced
6075	SWP SIMA Wealth Partners North Chesterfield, Virginia	$228K	+$206K	4	0.22%	New