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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
6551	SC Sykon Capital Harrison, New York	$308K	-$50.6K	1	0.12%	Reduced
6552	BIA Barry Investment Advisors New Bedford, Massachusetts	$306K	+$408	1	0.08%	Increased
6553	NL NKCFO LLC Geneva, Illinois	$306K	-$19.8M	2	0.14%	Reduced
6554	RFP RCS Financial Planning Annapolis, Maryland	$300K	-$13.5K	1	0.16%	Reduced
6555	EPM Elm Partners Management Philadelphia, Pennsylvania	$300K	+$47.3K	1	0.02%	Increased
6556	SF SageOak Financial Tulsa, Oklahoma	$299K	$0	1	0.27%	Maintained
6557	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$298K	-$4.89K	1	0.17%	Reduced
6558	PFA Portland Financial Advisors Port Washington, New York	$298K	+$42.8K	1	0.76%	Increased
6559	SFO Standard Family Office Sioux Falls, South Dakota	$298K	-$248K	2	0.39%	Reduced
6560	BP BCK Partners Corning, New York	$295K	-$193K	1	0.18%	Reduced
6561	PWG Private Wealth Group Tampa, Florida	$294K	$0	1	0.17%	Maintained
6562	BCM Barometer Capital Management Toronto, Ontario, Canada	$293K	-$19.2M	1	0.11%	Reduced
6563	DCM Disciplina Capital Management Nashville, Tennessee	$292K	+$67.6K	5	0.04%	Increased
6564	SCM Sebold Capital Management Lisle, Illinois	$292K	+$155K	1	0.19%	Increased
6565	OAP One Advisory Partners Overland Park, Kansas	$290K	+$15.5K	1	0.12%	Increased
6566	IAG Innovative Advisory Group Lexington, Massachusetts	$288K	-$2.19K	3	0.27%	Reduced
6567	AF Amara Financial San Francisco, California	$287K	+$408	1	0.27%	Increased
6568	SFS Searcy Financial Services Overland Park, Kansas	$285K	$0	1	0.12%	Maintained
6569	KCM Kennicott Capital Management Corte Madera, California	$284K	-$75.8K	1	0.19%	Reduced
6570	LIA Luken Investment Analytics Brentwood, Tennessee	$280K	+$13.8K	2	0.13%	Increased
6571	PAP Persistent Asset Partners Hong Kong	$280K	+$326K	1	0.23%	New
6572	SCM Superstring Capital Management New York	$279K	+$318K	1	0.33%	New
6573	HFS Horizon Financial Services Winston Salem, North Carolina	$277K	+$20.7K	14	0.15%	Increased
6574	LA LPF Advisors Sarasota, Florida	$276K	$0	1	0.23%	Maintained
6575	5SA 5th Street Advisors Southport, Connecticut	$274K	+$298K	1	0.13%	New