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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
6626	LPP Life Planning Partners Jacksonville, Florida	$222K	+$20.8K	1	0.2%	Increased
6627	AFP Advus Financial Partners Winter Park, Florida	$220K	-$304K	1	0.09%	Reduced
6628	AAS Asset Allocation Strategies Farmington, Michigan	$219K	-$28.1K	1	0.05%	Reduced
6629	4FG 4Thought Financial Group Syosset, New York	$219K	$0	1	0.14%	Maintained
6630	ALS Andrew L. Share	$216K	$0	1	0.16%	Maintained
6631	VF Vestment Financial Chanhassen, Minnesota	$213K	-$25.3K	1	0.15%	Reduced
6632	LWP Laurel Wealth Planning Edina, Minnesota	$213K	$0	1	0.14%	Maintained
6633	SC Stephenson & Company San Clemente, California	$213K	+$210K	1	0.14%	New
6634	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$212K	+$140K	1	0.11%	Increased
6635	AOG Alpha Omega Group Reston, Virginia	$211K	+$230K	1	0.25%	New
6636	TF Theory Financial Fort Collins, Colorado	$211K	$0	1	0.09%	Maintained
6637	WF Williams Financial North Bennington, Vermont	$211K	+$207K	1	0.15%	New
6638	MWM Mittelman Wealth Management Andover, Massachusetts	$209K	-$64.8K	1	0.19%	Reduced
6639	ULWM Upper Left Wealth Management Tampa, Florida	$209K	$0	1	0.15%	Maintained
6640	SW Schulz Wealth Mansfield, Texas	$206K	-$6.93K	1	0.16%	Reduced
6641	JCP JB Capital Partners Armonk, New York	$206K	$0	1	0.04%	Maintained
6642	RW Regimen Wealth Atlanta, Georgia	$204K	$0	1	0.07%	Maintained
6643	FIC Family Investment Center Saint Joseph, Missouri	$204K	-$1.16M	1	0.05%	Reduced
6644	ASG Ariston Services Group San Diego, California	$203K	-$217K	1	0.17%	Reduced
6645	MFN Midwest Financial Network Tinley Park, Illinois	$202K	$0	1	0.2%	Maintained
6646	MHB Midwest Heritage Bank West Des Moines, Iowa	$202K	+$198K	1	0.08%	New
6647	CI CAZ Investments Houston, Texas	$195K	-$50K	4	1.4%	Reduced
6648	WMRU William Marsh Rice University Houston, Texas	$171K	+$198K	1	0.07%	New
6649	WOCP White Oak Capital Partners Singapore	$166K	$0	1	0.07%	Maintained
6650	RWM Rockwood Wealth Management New Hope, Pennsylvania	$163K	+$60.1K	1	0.02%	Increased