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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
6151	PF Parker Financial Silverdale, Washington	$1.73M	-$28.9K	2	0.63%	Reduced
6152	AWM Austin Wealth Management Austin, Texas	$1.72M	-$493K	3	0.36%	Reduced
6153	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$1.72M	+$115K	1	0.23%	Increased
6154	FF Friday Financial Dubuque, Iowa	$1.72M	+$85.7K	3	0.46%	Increased
6155	EP Ehrenkranz Partners New York	$1.72M	+$312K	3	0.99%	Increased
6156	LI Latash Investments Anchorage, Alaska	$1.72M	$0	1	1.26%	Maintained
6157	FGG Financial Guidance Group Palm Harbor, Florida	$1.72M	$0	2	0.64%	Maintained
6158	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$1.71M	-$8.04K	6	1.22%	Reduced
6159	HM Harvest Management New York	$1.71M	-$11M	3	0.67%	Reduced
6160	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$1.71M	+$934K	4	0.97%	Increased
6161	YAVAPFMC Yahav Achim Ve Achayot - Provident Funds Management Company Tel-Aviv, Israel	$1.71M	+$1.02M	2	1.19%	Increased
6162	AWMI Aegis Wealth Management (Iowa) Guthrie Center, Iowa	$1.71M	+$344K	4	1.1%	Increased
6163	PPW PACK Private Wealth Wayzata, Minnesota	$1.71M	+$2.41K	2	0.71%	Increased
6164	AP Arlington Partners Birmingham, Alabama	$1.71M	+$156K	7	3.08%	Increased
6165	CC Cultivar Capital Denton, Texas	$1.7M	+$504	1	1.1%	Increased
6166	LFA LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$1.7M	+$9.71K	2	0.49%	Increased
6167	MWA Martel Wealth Advisors Vancouver, Washington	$1.7M	-$860K	2	0.27%	Reduced
6168	CM Crestline Management Fort Worth, Texas	$1.69M	$0	1	3.17%	Maintained
6169	PAM PVG Asset Management Golden, Colorado	$1.69M	+$238K	3	0.98%	Increased
6170	RFP Roth Financial Partners Kingwood, Texas	$1.69M	+$110K	4	0.5%	Increased
6171	TAS TIFF Advisory Services Radnor, Pennsylvania	$1.69M	-$1.27M	1	0.42%	Reduced
6172	NL NKCFO LLC Geneva, Illinois	$1.69M	+$1.21M	1	0.51%	New
6173	AWM Avaii Wealth Management Appleton, Wisconsin	$1.69M	+$464K	3	0.5%	Increased
6174	SFP Sterling Financial Planning Sparta, New Jersey	$1.69M	+$405	2	0.46%	Increased
6175	CB Chris Bulman Roseville, California	$1.69M	+$345K	3	0.62%	Increased