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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
6526	PWP PrairieView Wealth Partners Orland Park, Illinois	$463K	$0	1	0.48%	Maintained
6527	PSC Portman Square Capital London, United Kingdom	$463K	-$2.9M	1	0.01%	Reduced
6528	DADR Dynamo Administracao de Recursos Rio De Janeiro, Brazil	$455K	$0	1	1.56%	Maintained
6529	LG LAM Group Lake Oswego, Oregon	$454K	-$5.65K	1	0.3%	Reduced
6530	AFS Anderson Financial Strategies Dayton, Ohio	$453K	-$1.44M	1	0.29%	Reduced
6531	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$449K	-$31.3K	1	0.26%	Reduced
6532	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$448K	$0	1	0.34%	Maintained
6533	CTA Camelot Technology Advisors San Francisco, California	$446K	$0	1	0.38%	Maintained
6534	GWA Gibson Wealth Advisors Tyler, Texas	$442K	$0	1	0.33%	Maintained
6535	IR IAT Reinsurance New York	$442K	$0	1	0.1%	Maintained
6536	AC Attessa Capital Tucson, Arizona	$436K	$0	1	0.28%	Maintained
6537	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$431K	-$860	5	0.36%	Reduced
6538	SAS Spurstone Advisory Services Higganum, Connecticut	$430K	+$241K	9	6.52%	Increased
6539	HFA Hershey Financial Advisers Lancaster, Pennsylvania	$429K	+$374K	1	0.38%	New
6540	TF TME Financial Huntington Beach, California	$428K	+$356K	2	0.35%	New
6541	SWM Stark Wealth Management Bethlehem, Pennsylvania	$425K	+$416K	2	0.61%	New
6542	AWM Avondale Wealth Management West Lake Hills, Texas	$422K	+$49.9K	5	0.24%	Increased
6543	LWMT Legacy Wealth Management (Tennessee) Memphis, Tennessee	$420K	-$495K	1	0.03%	Reduced
6544	DK David Kennon Sarasota, Florida	$420K	$0	1	0.16%	Maintained
6545	IA IFS Advisors Overland Park, Kansas	$418K	-$40.8K	7	0.32%	Reduced
6546	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$418K	-$14.3K	1	0.26%	Reduced
6547	CWA Cornerstone Wealth Advisors Edina, Minnesota	$415K	-$7.38K	1	0.11%	Reduced
6548	SCM Sebold Capital Management Lisle, Illinois	$413K	-$52.8K	1	0.25%	Reduced
6549	FRM Foundation Resource Management Little Rock, Arkansas	$412K	$0	1	0.06%	Maintained
6550	AAG Accordant Advisory Group Annapolis, Maryland	$411K	-$7.65K	4	0.31%	Reduced