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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
6401	SFC Sprinkle Financial Consultants Littleton, Colorado	$1.28M	+$48.1K	1	0.5%	Increased
6402	MSF Mustard Seed Financial Magnolia, Arkansas	$1.27M	$0	2	0.66%	Maintained
6403	SAFS S&A Financial Services Overland Park, Kansas	$1.27M	-$22.3K	2	0.78%	Reduced
6404	SIM SummerHaven Investment Management Stamford, Connecticut	$1.27M	$0	1	0.68%	Maintained
6405	FFG Foundry Financial Group Laconia, New Hampshire	$1.27M	+$3.18K	2	0.55%	Increased
6406	MWM Magnolia Wealth Management Dothan, Alabama	$1.27M	-$96.3K	1	0.66%	Reduced
6407	PFG Pinnacle Financial Group Western Springs, Illinois	$1.27M	+$297K	3	0.31%	Increased
6408	NMCM Nicholson Meyer Capital Management Kansas City, Missouri	$1.27M	-$24K	2	0.85%	Reduced
6409	CDMG Creek Drive Management Group San Francisco, California	$1.26M	-$1.35M	2	0.61%	Reduced
6410	W WorthPointe La Jolla, California	$1.26M	-$367K	2	0.32%	Reduced
6411	MS Monetary Solutions Dayton, Ohio	$1.26M	+$125K	12	1.08%	Increased
6412	DWMS Dominguez Wealth Management Solutions Williamsburg, Virginia	$1.26M	+$2.22K	2	0.69%	Increased
6413	WA Whipplewood Advisors Littleton, Colorado	$1.26M	-$1.75M	27	0.85%	Reduced
6414	SFSG Sound Financial Strategies Group Madison, Mississippi	$1.26M	+$54.5K	3	0.8%	Increased
6415	BMC Bear Mountain Capital Seattle, Washington	$1.26M	-$19K	9	0.36%	Reduced
6416	WVP Worth Venture Partners Fort Lee, New Jersey	$1.26M	+$641K	5	2.83%	Increased
6417	CWM Chicago Wealth Management Chicago, Illinois	$1.26M	+$129K	2	0.45%	Increased
6418	VWM Vermillion Wealth Management Rosemount, Minnesota	$1.25M	-$448K	13	0.29%	Reduced
6419	NECFA New England Capital Financial Advisors Meriden, Connecticut	$1.25M	+$370K	10	0.3%	Increased
6420	SFAM Sawyer Falduto Asset Management Elmhurst, Illinois	$1.25M	-$13.7K	13	1.02%	Reduced
6421	IMC Investment Management Corporation Roanoke, Virginia	$1.25M	-$10.4K	2	1.04%	Reduced
6422	WA Waterford Advisors Orchard Park, New York	$1.25M	+$240K	2	0.34%	Increased
6423	LWM Luminvest Wealth Management Scottsdale, Arizona	$1.25M	+$420K	2	0.29%	Increased
6424	WFL Wealth Forward LLC Fargo, North Dakota	$1.25M	+$34.4K	1	0.62%	Increased
6425	YCM Yakira Capital Management Westport, Connecticut	$1.24M	-$4.83M	1	0.35%	Reduced