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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
7101	RW Regimen Wealth Atlanta, Georgia	$212K	+$224K	1	0.06%	New
7102	NAC NI Acquisitions Company Lemoyne, Pennsylvania	$212K	+$2.03M	1	0.09%	New
7103	NFS NewCorp Financial Services Alpharetta, Georgia	$211K	+$809	1	0.16%	Increased
7104	AMG APS Management Group Torrance, California	$211K	$0	1	0.16%	Maintained
7105	NDWM New Dimensions Wealth Management Allen, Texas	$209K	+$222K	1	0.16%	New
7106	KWIA Kinetic Wealth Investment Advisors Westlake, Ohio	$209K	+$222K	1	0.1%	New
7107	KFP Kroeger Financial Partners Grass Valley, California	$208K	+$210K	3	0.2%	New
7108	SWTS Stonehaven Wealth & Tax Solutions Appleton, Wisconsin	$208K	-$107K	1	0.17%	Reduced
7109	JBI John Boyer Inc Tampa, Florida	$208K	+$187K	1	0.18%	New
7110	SG Straightline Group Troy, Michigan	$208K	+$235K	1	0.1%	New
7111	PLU Performa Ltd (US) Charleston, South Carolina	$206K	+$117K	7	0.03%	Increased
7112	TBF True Blue Financial Stevensville, Michigan	$206K	+$224K	1	0.09%	New
7113	QHA Quarry Hill Advisors St Paul, Minnesota	$206K	+$9.62K	1	0.08%	Increased
7114	FW Fidato Wealth Middleburg Heights, Ohio	$205K	-$42.5K	1	0.12%	Reduced
7115	DCM Disciplina Capital Management Nashville, Tennessee	$203K	-$18K	5	0.02%	Reduced
7116	GM Granger Management New York	$203K	+$220K	1	0.06%	New
7117	GF GTS Financial Bloomington, Minnesota	$202K	+$149K	1	0.15%	New
7118	BL Bleichroeder LP New York	$197K	$0	1	0.04%	Maintained
7119	4FG 4Thought Financial Group Syosset, New York	$194K	$0	1	0.09%	Maintained
7120	FF Friedenthal Financial Marlton, New Jersey	$192K	+$1.21K	3	0.09%	Increased
7121	Apollo Management Holdings New York	$191K	$0	1	0%	Maintained
7122	NL NorthAvenue LLC Columbus, Ohio	$188K	+$67.6K	10	0.13%	Increased
7123	PCA PMV Capital Advisers Dallas, Texas	$174K	+$31.3K	4	0.26%	Increased
7124	1GI 180 GPS Investments St Peter Port,	$172K	+$190K	3	0.13%	New
7125	RWM Rockwood Wealth Management New Hope, Pennsylvania	$170K	-$3	1	0.01%	Reduced