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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
6451	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$458K	+$28.3K	8	0.19%	Increased
6452	CCM Contrarian Capital Management Greenwich, Connecticut	$458K	-$47K	1	0.12%	Reduced
6453	CCG Capital CS Group Irvine, California	$458K	+$270K	2	0.74%	Increased
6454	Euro Pacific Asset Management Dorado, Puerto Rico	$456K	-$3.79K	2	0.08%	Reduced
6455	SRB Shotwell Rutter Baer Lansing, Michigan	$455K	$0	1	0.4%	Maintained
6456	LAMC Longview Asset Management (California) San Rafael, California	$455K	-$34.7K	7	0.3%	Reduced
6457	EA Evolution Advisers Richmond, Virginia	$454K	+$2.2K	8	0.24%	Increased
6458	WHCFA William Howard & Co Financial Advisors Memphis, Tennessee	$452K	+$468K	2	0.42%	New
6459	5W 5T Wealth Napa, California	$452K	-$177K	1	0.24%	Reduced
6460	PCM Ping Capital Management New York	$450K	+$245K	1	0.17%	Increased
6461	T TrueFG Cedar Park, Texas	$448K	-$4.89K	1	0.15%	Reduced
6462	PWM PTM Wealth Management North Wales, United States	$448K	+$515K	1	0.47%	New
6463	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$447K	+$471K	5	0.3%	New
6464	Glenorchy Capital Boorolite, Australia	$447K	-$2.37K	1	0.27%	Reduced
6465	PIS POM Investment Strategies Raleigh, North Carolina	$445K	-$1.14M	11	0.52%	Reduced
6466	PFG Pinnacle Financial Group Western Springs, Illinois	$442K	+$46.5K	1	0.16%	Increased
6467	SIAS Summit Investment Advisory Services Roseville, Minnesota	$431K	+$144K	1	0.21%	Increased
6468	AC Avant Capital Lafayette, Louisiana	$430K	-$3.67K	1	0.36%	Reduced
6469	HC Hoese & Co Glencoe, Minnesota	$426K	-$154K	3	0.37%	Reduced
6470	SPW Surience Private Wealth Yakima, Washington	$425K	-$8.25M	1	0.74%	Reduced
6471	MS Mizuho Securities Tokyo, Japan	$423K	+$77.8K	6	5.02%	Increased
6472	JBW Journey Beyond Wealth Roswell, Georgia	$421K	+$489K	1	0.39%	New
6473	LAS Legacy Advisory Services Exton, Pennsylvania	$421K	-$3.15M	1	0.36%	Reduced
6474	CA Crossingbridge Advisors Pleasantville, New York	$420K	+$70K	1	0.22%	Increased
6475	CWP Corepath Wealth Partners Scottsdale, Arizona	$419K	-$9.38K	1	0.4%	Reduced