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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
6251	DC Darrow Company Needham, Massachusetts	$1.05M	-$1.74K	1	0.53%	Reduced
6252	DI Disciplined Investments Tulsa, Oklahoma	$1.04M	-$3.91K	1	0.44%	Reduced
6253	VF Vista Finance Clayton, Missouri	$1.04M	+$3.74K	3	0.89%	Increased
6254	MCM Massar Capital Management Stamford, Connecticut	$1.04M	-$200K	4	0.77%	Reduced
6255	LIS Legacy Investment Solutions Meridian, Idaho	$1.04M	+$886K	22	0.54%	New
6256	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$1.04M	-$38K	22	0.54%	Reduced
6257	PL Polianta Ltd St Helier, Jersey	$1.03M	$0	1	0.45%	Maintained
6258	MCM Mork Capital Management Healdsburg, California	$1.03M	$0	1	0.75%	Maintained
6259	QAM Q3 Asset Management Birmingham, Michigan	$1.03M	-$340K	2	0.36%	Reduced
6260	ORAM One River Asset Management Stamford, Connecticut	$1.03M	-$6.84M	1	2.26%	Reduced
6261	OWA Oak Wealth Advisors Northbrook, Illinois	$1.02M	-$4.78K	1	0.66%	Reduced
6262	FF Farnam Financial Phoenix, Arizona	$1.02M	+$160K	1	0.92%	Increased
6263	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$1.02M	$0	1	19.32%	Maintained
6264	WI WJ Interests Sugar Land, Texas	$1.02M	-$35.6K	2	0.43%	Reduced
6265	MFS McNamara Financial Services Marshfield, Massachusetts	$1.01M	$0	2	0.2%	Maintained
6266	VP Verisail Partners Chamblee, Georgia	$1.01M	+$71.7K	1	0.43%	Increased
6267	HPCM Hunter Perkins Capital Management Lombard, Illinois	$1.01M	$0	1	0.24%	Maintained
6268	BFS Burrus Financial Services Salt Lake City, Utah	$1.01M	+$1.3K	1	0.48%	Increased
6269	5W 5T Wealth Napa, California	$1.01M	+$330K	2	0.48%	Increased
6270	LW Lauer Wealth Valparaiso, Indiana	$1.01M	+$605K	2	0.83%	Increased
6271	CPA Clear Point Advisors Melville, New York	$1M	+$25.1K	2	0.85%	Increased
6272	CFP Cypress Financial Planning Haddon Heights, New Jersey	$1M	-$140K	2	0.33%	Reduced
6273	CPL Corecam Pte Ltd Singapore,	$995K	-$12.2M	1	0.56%	Reduced
6274	SIM Sims Investment Management Cincinnati, Ohio	$994K	+$193K	2	0.4%	Increased
6275	AWF Alpha Wealth Funds Park City, Utah	$991K	-$876K	2	0.83%	Reduced