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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
6351	NA Note Advisors Buffalo, New York	$1.36M	-$139K	2	0.59%	Reduced
6352	SC Steph & Co Marinette, Wisconsin	$1.36M	+$46.1K	11	0.34%	Increased
6353	GAMA Graticule Asia Macro Advisors New York	$1.36M	+$1.46M	10	0.1%	New
6354	WRM Weybosset Research & Management Province, Rhode Island	$1.36M	$0	1	0.36%	Maintained
6355	SEM Strategic Equity Management Tucson, Arizona	$1.35M	$0	1	0.45%	Maintained
6356	ACM Ardent Capital Management Cincinnati, Ohio	$1.34M	-$851K	3	0.56%	Reduced
6357	C Croban Fremont, Ohio	$1.34M	+$3.24K	1	0.59%	Increased
6358	IFM ION Fund Management Herzliya,	$1.34M	+$1.2M	1	0.09%	New
6359	GFL Granite FO LLC Bedford, New Hampshire	$1.34M	$0	9	0.71%	Maintained
6360	BFG Baron Financial Group Fair Lawn, New Jersey	$1.34M	-$6.17K	2	0.64%	Reduced
6361	FG Fairman Group Chesterbrook, Pennsylvania	$1.34M	+$65.4K	8	1.05%	Increased
6362	WCM WealthTrak Capital Management Virginia Beach, Virginia	$1.34M	-$6.88K	2	0.88%	Reduced
6363	HWM HRC Wealth Management Moscow, Idaho	$1.34M	-$8.58K	2	0.55%	Reduced
6364	EP EPIQ Partners Minneapolis, Minnesota	$1.34M	+$71.3K	2	0.57%	Increased
6365	HFF Halter Ferguson Financial Carmel, Indiana	$1.34M	-$15.7M	2	0.22%	Reduced
6366	OFG Orcam Financial Group Encinitas, California	$1.34M	+$1.19M	2	0.65%	Increased
6367	PCM Prospera Capital Management Gilbert, Arizona	$1.34M	+$101K	2	0.42%	Increased
6368	MW Marrick Wealth Irvine, California	$1.33M	+$38.3K	2	0.94%	Increased
6369	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$1.33M	-$648K	3	0.92%	Reduced
6370	CAG Compass Advisory Group Melville, New York	$1.32M	+$343K	2	0.31%	Increased
6371	BFA Bright Financial Advisors Portage, Michigan	$1.32M	-$96.9K	3	0.55%	Reduced
6372	SG Sherry Group Mountain Home, Arkansas	$1.32M	+$202K	3	1.29%	Increased
6373	CWD Clarity Wealth Development Corvallis, Oregon	$1.32M	-$1.21K	1	0.73%	Reduced
6374	BFP Beacon Financial Planning Hyannis, Massachusetts	$1.32M	+$277K	3	0.45%	Increased
6375	DWM DeLarme Wealth Management Palos Verdes Estates, California	$1.31M	-$19.2K	2	0.76%	Reduced