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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
6076	AIFS A&I Financial Services Lone Tree, Colorado	$1.51M	-$953K	2	0.85%	Reduced
6077	CAP Columbia Advisory Partners Spokane, Washington	$1.51M	+$9.12K	1	1.14%	Increased
6078	AWM Avaii Wealth Management Appleton, Wisconsin	$1.51M	+$19.2K	2	0.67%	Increased
6079	MCP Militia Capital Partners Las Vegas, Nevada	$1.51M	+$805K	2	0.35%	Increased
6080	HCP Hardin Capital Partners Greenville, South Carolina	$1.5M	-$406K	1	0.88%	Reduced
6081	SFS Solitude Financial Services Charlottesville, Virginia	$1.5M	+$549K	1	0.54%	Increased
6082	LAS Lloyd Advisory Services Suwanee, Georgia	$1.5M	+$272K	2	0.72%	Increased
6083	SAM Soviero Asset Management New York	$1.5M	+$1.35M	1	0.9%	New
6084	SFMG Sage Financial Management Group Mclean, Virginia	$1.49M	$0	2	0.52%	Maintained
6085	DLP De Lisle Partners Poole, United Kingdom	$1.49M	-$170K	1	0.21%	Reduced
6086	GC Gruss & Co West Palm Beach, Florida	$1.49M	-$1.52M	1	6.97%	Reduced
6087	ACGDR Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil	$1.49M	-$101K	1	0.23%	Reduced
6088	CWMA Capstone Wealth Management (Alabama) Tuscaloosa, Alabama	$1.48M	+$228K	2	1.3%	Increased
6089	WFA Websterrogers Financial Advisors Florence, South Carolina	$1.48M	$0	2	0.47%	Maintained
6090	DW Dodds Wealth Greenwood Village, Colorado	$1.47M	+$229K	3	0.4%	Increased
6091	GF Gimbal Financial Carmel, Indiana	$1.47M	+$16.9K	1	0.9%	Increased
6092	HWM HRC Wealth Management Moscow, Idaho	$1.47M	+$84.2K	2	0.78%	Increased
6093	FFG Foundry Financial Group Laconia, New Hampshire	$1.47M	+$477K	3	0.84%	Increased
6094	DWMS Dominguez Wealth Management Solutions Williamsburg, Virginia	$1.47M	+$85.5K	2	1.02%	Increased
6095	AAM Ameraudi Asset Management New York	$1.47M	+$144K	1	0.77%	Increased
6096	CIG Cairn Investment Group Vancouver, Washington	$1.47M	-$36K	1	0.77%	Reduced
6097	DI DDFG Inc Thousand Oaks, California	$1.46M	-$211K	2	0.37%	Reduced
6098	IPA Investment Planning Advisors Cumming, Georgia	$1.46M	+$680K	3	0.51%	Increased
6099	KG Kieckhefer Group Mequon, Wisconsin	$1.45M	+$213K	2	0.79%	Increased
6100	COFSG Carbahal Olsen Financial Services Group Davis, California	$1.45M	+$175K	3	1.24%	Increased