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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
6601	FIS Fischer Investment Strategies Westlake Village, California	$247K	-$20K	1	0.18%	Reduced
6602	JPG Jordan Park Group San Francisco, California	$247K	-$694K	1	0.02%	Reduced
6603	SIMC Squire Investment Management Company Orem, Utah	$246K	+$267K	1	0.1%	New
6604	AWMM Aegis Wealth Management (Maryland) Bethesda, Maryland	$245K	-$354K	1	0.14%	Reduced
6605	NC Nipun Capital Foster City, California	$242K	+$257K	1	0.14%	New
6606	AFO Aurelius Family Office Bedford, New Hampshire	$242K	-$3.26K	1	0.12%	Reduced
6607	PFA Pinnacle Family Advisors Springfield, Missouri	$241K	-$334K	1	0.13%	Reduced
6608	KFSN Keystone Financial Services (Nebraska) Omaha, Nebraska	$239K	+$64.4K	1	0.2%	Increased
6609	AIM Archer Investment Management Austin, Texas	$238K	+$12.6K	1	0.17%	Increased
6610	SWP SIMA Wealth Partners North Chesterfield, Virginia	$238K	+$19.7K	4	0.2%	Increased
6611	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$237K	+$258K	1	0.15%	New
6612	CF Crosspoint Financial Tustin, California	$235K	+$255K	1	0.68%	New
6613	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$234K	$0	5	0.53%	Maintained
6614	MAV Mason & Associates (Virginia) Newport News, Virginia	$233K	-$204K	1	0.07%	Reduced
6615	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$233K	-$26.3M	1	0.15%	Reduced
6616	HF Holcombe Financial Atlanta, Georgia	$230K	$0	1	0.19%	Maintained
6617	PCA PMV Capital Advisers Dallas, Texas	$230K	-$148K	4	0.56%	Reduced
6618	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$230K	-$85.8K	1	0.13%	Reduced
6619	AI Arrien Investments Boise, Idaho	$230K	-$250K	1	0.16%	Reduced
6620	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$229K	+$905	1	0.15%	Increased
6621	BlueCrest Capital Management St Helier, Jersey	$225K	-$1.42M	1	0.01%	Reduced
6622	RBC Rye Brook Capital Greenwich, Connecticut	$225K	$0	1	0.28%	Maintained
6623	CCM Cambridge Capital Management O'fallon, Illinois	$225K	$0	1	0.14%	Maintained
6624	UI Unconventional Investor Portsmouth, New Hampshire	$225K	-$2.04K	1	0.13%	Reduced
6625	CM Cornerstone Management Duluth, Georgia	$224K	-$4.49K	1	0.04%	Reduced