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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
6651	BFA Brown Financial Advisory Fairhope, Alabama	$273K	+$276K	1	0.19%	New
6652	EFP Envision Financial Planning Memphis, Tennessee	$269K	+$272K	1	0.14%	New
6653	AAS Asset Allocation Strategies Farmington, Michigan	$267K	-$22.1K	1	0.06%	Reduced
6654	AMCI Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates	$266K	+$234K	1	0.04%	New
6655	CI CAZ Investments Houston, Texas	$265K	-$405K	5	0.38%	Reduced
6656	VF Vestment Financial Chanhassen, Minnesota	$264K	+$265K	1	0.2%	New
6657	FF Finley Financial Las Vegas, Nevada	$261K	+$268K	3	0.14%	New
6658	HF Holcombe Financial Atlanta, Georgia	$259K	+$262K	1	0.21%	New
6659	CM Cornerstone Management Duluth, Georgia	$256K	-$7.24K	1	0.05%	Reduced
6660	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$256K	-$2.02M	1	0.17%	Reduced
6661	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$255K	$0	6	0.16%	Maintained
6662	AIM Archer Investment Management Austin, Texas	$255K	+$257K	1	0.16%	New
6663	UI Unconventional Investor Portsmouth, New Hampshire	$255K	$0	1	0.15%	Maintained
6664	LFA Longview Financial Advisors Huntsville, Alabama	$253K	+$1.18K	1	0.2%	Increased
6665	RBC Rye Brook Capital Greenwich, Connecticut	$253K	$0	1	0.3%	Maintained
6666	PCM Ping Capital Management New York	$253K	-$1.87M	1	0.06%	Reduced
6667	CCM Cambridge Capital Management O'fallon, Illinois	$253K	+$26.4K	1	0.16%	Increased
6668	SFS Searcy Financial Services Overland Park, Kansas	$252K	$0	1	0.12%	Maintained
6669	EP Elkhorn Partners Omaha, Nebraska	$249K	-$666K	2	0.16%	Reduced
6670	MM MQS Management New York	$248K	-$7.99M	1	7.05%	Reduced
6671	TIAAOA Teachers Insurance & Annuity Association of America New York	$248K	$0	2	0.33%	Maintained
6672	FA FC Advisory West Chester, Pennsylvania	$248K	-$2.13K	1	0.08%	Reduced
6673	SA swisspartners Advisors Zurich, Switzerland	$245K	$0	1	0.26%	Maintained
6674	MWM Mittelman Wealth Management Andover, Massachusetts	$243K	-$40.5K	1	0.23%	Reduced
6675	ALS Andrew L. Share	$242K	$0	1	0.11%	Maintained