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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	HWM Horizons Wealth Management Asheville, North Carolina	$323K	-$13.9K	4	0.23%	Reduced
6602	RWP Reliant Wealth Planning Louisville, Kentucky	$321K	+$280K	1	0.13%	New
6603	SA swisspartners Advisors Zurich, Switzerland	$318K	-$2.46M	1	0.3%	Reduced
6604	AFO Aurelius Family Office Bedford, New Hampshire	$317K	-$3.04K	1	0.15%	Reduced
6605	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$315K	+$434	1	0.18%	Increased
6606	SHM Sagard Holdings Management Toronto, Ontario, Canada	$313K	+$270K	5	0.88%	New
6607	QHA Quarry Hill Advisors St Paul, Minnesota	$307K	+$268K	1	0.18%	New
6608	DB Dravo Bay Rehoboth Beach, Delaware	$306K	-$45.6K	1	0.15%	Reduced
6609	NHFG New Harbor Financial Group Worcester, Massachusetts	$301K	-$52.5K	1	0.07%	Reduced
6610	CCM Cambridge Capital Management O'fallon, Illinois	$298K	$0	1	0.16%	Maintained
6611	RBC Rye Brook Capital Greenwich, Connecticut	$298K	$0	1	0.31%	Maintained
6612	CMP Courage Miller Partners Norfolk, Virginia	$290K	-$319K	1	0.09%	Reduced
6613	ALS Andrew L. Share	$286K	$0	1	0.2%	Maintained
6614	LC Luminist Capital Grand Rapids, Michigan	$280K	+$69.8K	5	0.28%	Increased
6615	HWA Heritage Wealth Architects Mendota Heights, Minnesota	$280K	+$244K	1	0.21%	New
6616	NC Nipun Capital Foster City, California	$279K	$0	1	0.15%	Maintained
6617	SW Schulz Wealth Mansfield, Texas	$274K	+$869	1	0.2%	Increased
6618	CW Cooksen Wealth The Woodlands, Texas	$274K	+$121K	3	0.22%	Increased
6619	LFA Livelsberger Financial Advisory Ashland, Ohio	$269K	+$237K	2	5.22%	New
6620	FIG FSA Investment Group Pensacola, Florida	$267K	-$77.7K	1	0.2%	Reduced
6621	LFA Longview Financial Advisors Huntsville, Alabama	$266K	-$1.23K	1	0.23%	Reduced
6622	PIM Pinnacle Investment Management Hong Kong	$264K	+$213K	2	1.52%	New
6623	TBC Tweedy, Browne Co Stamford, Connecticut	$262K	+$245K	1	0.02%	New
6624	WFS Weitzel Financial Services Dubuque, Iowa	$262K	+$216K	1	0.11%	New
6625	BWA Brave Warrior Advisors New York	$261K	-$326K	1	0.01%	Reduced