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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
6776	VF Vista Finance Clayton, Missouri	$654K	-$998	2	0.37%	Reduced
6777	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$654K	-$414K	3	1.22%	Reduced
6778	HSWS Higgins & Schmidt Wealth Strategies Denver, Colorado	$652K	+$107K	1	0.27%	Increased
6779	HA Hegarty Advisors Garden City, New York	$639K	+$8.09K	1	0.44%	Increased
6780	CEFA Closed-End Fund Advisors Richmond, Virginia	$635K	$0	1	0.62%	Maintained
6781	DIG Daniel Investment Group Royal Oak, Michigan	$634K	+$687K	1	0.38%	New
6782	GFG GR Financial Group Tucson, Arizona	$632K	+$182K	1	0.09%	Increased
6783	BWM Briggs Wealth Management Glastonbury, Connecticut	$632K	+$20.2K	1	0.58%	Increased
6784	RG RHL Group Holly, Michigan	$632K	+$35.3K	5	0.53%	Increased
6785	AI Arrien Investments Boise, Idaho	$631K	+$22.7K	2	0.32%	Increased
6786	MFN Midwest Financial Network Tinley Park, Illinois	$631K	+$6.47K	1	0.43%	Increased
6787	MWP Moller Wealth Partners	$630K	+$636K	2	0.11%	New
6788	WA Wealthstar Advisors Plano, Texas	$627K	+$25.5K	1	0.18%	Increased
6789	BFS Burrus Financial Services Salt Lake City, Utah	$625K	-$149K	1	0.27%	Reduced
6790	AFW Atlantic Family Wealth Coral Gables, Florida	$625K	-$85.8K	2	0.4%	Reduced
6791	BCG Bravias Capital Group Iselin, New Jersey	$625K	+$59.1K	1	0.37%	Increased
6792	DF Dedeker Financial St. Louis Park, Minnesota	$624K	-$411K	1	0.35%	Reduced
6793	AIP Arrowpoint Investment Partners Singapore	$623K	+$616K	3	0.14%	New
6794	GT GreatBanc Trust Lisle, Illinois	$621K	-$262K	1	0.39%	Reduced
6795	WI WJ Interests Sugar Land, Texas	$621K	$0	2	0.24%	Maintained
6796	IFA Independence Financial Advisors Franklin, New Hampshire	$620K	-$868K	1	0.16%	Reduced
6797	VWM VanWeelden Wealth Management West Chester Township, Ohio	$620K	+$7.28K	1	0.46%	Increased
6798	MCA Midwest Capital Advisors Grand Rapids, Michigan	$619K	+$93K	5	0.25%	Increased
6799	PFA Pinnacle Family Advisors Springfield, Missouri	$615K	-$16.1K	2	0.26%	Reduced
6800	OMC Oasis Management Company Grand Cayman, Cayman Islands	$614K	-$829K	1	0.03%	Reduced