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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
2951	Avidian Wealth Enterprises Houston, Texas	$2.46M	+$994K	3	0.66%	Increased
2952	LA Lau Associates Greenville, Delaware	$2.45M	+$96.6K	2	1.91%	Increased
2953	GAMC Garner Asset Management Corp Plano, Texas	$2.45M	+$252K	2	2.05%	Increased
2954	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$2.44M	+$2.26M	8	1.82%	New
2955	AAM American Asset Management Boca Raton, Florida	$2.44M	+$35.3K	3	1.48%	Increased
2956	Simon Quick Advisors Morristown, New Jersey	$2.43M	-$2.73M	15	1.08%	Reduced
2957	DRS Deane Retirement Strategies New Orleans, Louisiana	$2.43M	-$1.73M	1	2.25%	Reduced
2958	NFG Nations Financial Group Cedar Rapids, Iowa	$2.42M	+$27.8K	4	2.22%	Increased
2959	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$2.42M	-$83.7K	4	0.98%	Reduced
2960	CWA Cypress Wealth Advisors San Francisco, California	$2.4M	-$476K	3	2.3%	Reduced
2961	FCB First Command Bank Fort Worth, Texas	$2.38M	-$263K	11	1.33%	Reduced
2962	FCFS First Command Financial Services Fort Worth, Texas	$2.38M	-$263K	11	1.33%	Reduced
2963	FWP FAS Wealth Partners Leawood, Kansas	$2.38M	+$16.8K	2	0.62%	Increased
2964	KCM Kingstown Capital Management New York	$2.37M	+$2.53M	1	0.28%	New
2965	SG Somerset Group Wayzata, Minnesota	$2.37M	$0	1	1.98%	Maintained
2966	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$2.37M	-$7.82M	3	0.17%	Reduced
2967	ODCM Old Dominion Capital Management Charlottesville, Virginia	$2.37M	-$537K	3	2.29%	Reduced
2968	AFA Arlington Financial Advisors Santa Barbara, California	$2.36M	+$2.22M	2	1.11%	New
2969	EWG Executive Wealth Group Kirkland, Washington	$2.35M	+$2.25M	1	2.1%	New
2970	PV Private Vista Chicago, Illinois	$2.35M	-$113K	3	0.7%	Reduced
2971	TI TTP Investments San Jose, California	$2.34M	+$2.37M	1	2.09%	New
2972	WWM Windsor Wealth Management Indianapolis, Indiana	$2.32M	+$2.24M	2	1.99%	New
2973	BFPW BOK Financial Private Wealth Denver, Colorado	$2.32M	-$47.1K	2	0.37%	Reduced
2974	Valmark Advisers Akron, Ohio	$2.3M	+$2.03M	4	0.05%	Increased
2975	Inspire Investing Meridian, Idaho	$2.3M	+$2.27M	26	1.96%	New