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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
7001	LOAMU Lombard Odier Asset Management (USA) New York	$325K	-$4.92M	1	0.04%	Reduced
7002	IA IFS Advisors Overland Park, Kansas	$324K	+$26.5K	8	0.16%	Increased
7003	SFS Searcy Financial Services Overland Park, Kansas	$323K	$0	1	0.11%	Maintained
7004	AA ArborFi Advisors Ann Arbor, Michigan	$320K	$0	1	0.23%	Maintained
7005	FMI Financial Management Inc Little Rock, Arkansas	$319K	+$809	1	0.26%	Increased
7006	LFG Leverty Financial Group Hudson, Wisconsin	$318K	$0	1	0.06%	Maintained
7007	SIAS Summit Investment Advisory Services Roseville, Minnesota	$318K	$0	1	0.08%	Maintained
7008	SIM Sims Investment Management Cincinnati, Ohio	$317K	+$335K	4	0.1%	New
7009	DK David Kennon Sarasota, Florida	$315K	$0	1	0.1%	Maintained
7010	BGGS Boussard & Gavaudan Gestion SAS Paris, France	$314K	+$356K	1	0.02%	New
7011	CM Cornerstone Management Duluth, Georgia	$313K	-$664K	2	0.05%	Reduced
7012	FIM Freedom Investment Management Hartford, Connecticut	$313K	+$40.5K	1	0.09%	Increased
7013	BP BCK Partners Corning, New York	$308K	$0	1	0.15%	Maintained
7014	NA Nestegg Advisors Hauppauge, New York	$305K	+$405	1	0.22%	Increased
7015	EFP Envision Financial Planning Memphis, Tennessee	$304K	+$38.8K	1	0.1%	Increased
7016	AF Amara Financial San Francisco, California	$303K	+$809	1	0.18%	Increased
7017	SFO Standard Family Office Sioux Falls, South Dakota	$300K	$0	2	0.26%	Maintained
7018	SF SageOak Financial Tulsa, Oklahoma	$297K	$0	1	0.19%	Maintained
7019	IIM IFC & Insurance Marketing Auburn, California	$293K	+$26.3K	1	0.26%	Increased
7020	PFGWM Price Financial Group Wealth Management Portland, Oregon	$293K	-$187K	1	4.87%	Reduced
7021	WA Wilmar Advisors Juno Beach, Florida	$293K	$0	1	0.21%	Maintained
7022	TF TME Financial Huntington Beach, California	$293K	+$2.83K	1	0.18%	Increased
7023	NL NDWM LLC La Jolla, California	$292K	-$1.03M	1	0.17%	Reduced
7024	CCM Courage Capital Management Nashville, Tennessee	$292K	+$316K	1	0.43%	New
7025	SB Semitam Bonam Goshen, New York	$290K	+$315K	1	0.21%	New