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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	CCM Cambridge Capital Management O'fallon, Illinois	$310K	$0	1	0.15%	Maintained
6627	AI Acuitas Investments Seattle, Washington	$310K	+$140K	1	0.2%	Increased
6628	CMP Courage Miller Partners Norfolk, Virginia	$302K	+$510	1	0.09%	Increased
6629	ALS Andrew L. Share	$298K	$0	1	0.21%	Maintained
6630	HWA Heritage Wealth Architects Mendota Heights, Minnesota	$296K	+$4.08K	1	0.18%	Increased
6631	KWM Kanen Wealth Management Coconut Creek, Florida	$289K	+$23.3K	2	0.1%	Increased
6632	AWMG ADG Wealth Management Group Metairie, Louisiana	$285K	+$25.5K	1	0.23%	Increased
6633	FW Fidato Wealth Middleburg Heights, Ohio	$283K	+$279K	1	0.19%	New
6634	DADR Dynamo Administracao de Recursos Rio De Janeiro, Brazil	$281K	-$23.9K	1	1.52%	Reduced
6635	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$280K	-$6.67M	1	0.09%	Reduced
6636	MA Mosaic Advisors Houston, Texas	$278K	+$252K	1	0.67%	New
6637	HFA Harbert Fund Advisors Birmingham, Alabama	$277K	-$96.6K	1	1.81%	Reduced
6638	JCP JB Capital Partners Armonk, New York	$277K	$0	1	0.05%	Maintained
6639	CF Crosspoint Financial Tustin, California	$277K	+$9.69K	1	0.68%	Increased
6640	AIA Arrow Investment Advisors Laurel, Maryland	$275K	+$288K	1	0.3%	New
6641	BC Barnett & Company Chattanooga, Tennessee	$272K	+$30.6K	1	0.21%	Increased
6642	BWA Brave Warrior Advisors New York	$272K	$0	1	0.01%	Maintained
6643	LWMT Legacy Wealth Management (Tennessee) Memphis, Tennessee	$272K	-$163K	1	0.02%	Reduced
6644	UI Unconventional Investor Portsmouth, New Hampshire	$270K	$0	1	0.14%	Maintained
6645	CCM Crabel Capital Management Los Angeles, California	$268K	+$243K	1	0.24%	New
6646	AC ASB Consultores Aventura, Florida	$266K	-$7.48M	1	1.17%	Reduced
6647	VF Vestment Financial Chanhassen, Minnesota	$263K	$0	1	0.15%	Maintained
6648	IFA Interactive Financial Advisors New Lenox, Illinois	$262K	-$256K	1	0.14%	Reduced
6649	MWP Moller Wealth Partners	$258K	+$4.08K	1	0.05%	Increased
6650	LWP Laurel Wealth Planning Edina, Minnesota	$257K	+$1.53K	1	0.14%	Increased