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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	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$818K	+$31.5K	26	1.01%	Increased
6352	GG GenWealth Group Maplewood, New Jersey	$807K	$0	2	0.16%	Maintained
6353	MAM Monaco Asset Management Monaco	$805K	-$2.93M	1	0.14%	Reduced
6354	MWA Mills Wealth Advisors Southlake, Texas	$805K	+$239K	2	0.37%	Increased
6355	MFN Midwest Financial Network Tinley Park, Illinois	$804K	+$468K	1	0.8%	Increased
6356	TA Teramo Advisors Naples, Florida	$802K	+$252K	3	0.23%	Increased
6357	RWS Rochester Wealth Strategies Rochester, Michigan	$802K	$0	2	0.58%	Maintained
6358	CAM Clarity Asset Management Ames, Iowa	$801K	+$249K	4	0.48%	Increased
6359	T TrueFG Cedar Park, Texas	$801K	+$181K	2	0.24%	Increased
6360	EFI EHP Funds Inc Toronto, Canada	$795K	-$1.03M	2	0.28%	Reduced
6361	CMMS Comprehensive Money Management Services Coral Gables, Florida	$793K	-$26.1K	1	0.6%	Reduced
6362	SI Sprott Inc Toronto, Ontario, Canada	$793K	-$3.44K	1	0.04%	Reduced
6363	PFG Pinnacle Financial Group Western Springs, Illinois	$793K	+$181K	1	0.27%	Increased
6364	PP Prosperity Planning Kansas City, Missouri	$791K	$0	1	0.23%	Maintained
6365	FC Family CFO Los Altos, California	$790K	+$29.5K	6	0.4%	Increased
6366	IDBONY Israel Discount Bank of New York New York	$783K	-$132K	1	2.97%	Reduced
6367	CCI Credit Capital Investments Livingston, New Jersey	$782K	-$294K	2	1.09%	Reduced
6368	KIC Keating Investment Counselors Delray Beach, Florida	$781K	+$203K	2	0.24%	Increased
6369	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$775K	-$184K	1	0.34%	Reduced
6370	KCM Kaye Capital Management El Segundo, California	$774K	-$20.8K	1	0.3%	Reduced
6371	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$771K	$0	2	0.23%	Maintained
6372	G Gainplan Bloomfield Hills, Michigan	$770K	-$23.6K	1	0.35%	Reduced
6373	EFP EnRich Financial Partners Madison, Wisconsin	$768K	+$33K	1	0.24%	Increased
6374	NFP NorthLanding Financial Partners Rochester, New York	$766K	$0	2	0.68%	Maintained
6375	HSWS Higgins & Schmidt Wealth Strategies Denver, Colorado	$766K	+$6.51K	1	0.42%	Increased