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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
2976	SFS Summit Financial Strategies Columbus, Ohio	$935K	+$62.5K	2	0.56%	Increased
2977	LBG Lloyds Banking Group London, United Kingdom	$930K	-$30.1K	4	9.03%	Reduced
2978	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$926K	+$930K	16	0.91%	New
2979	BWP BSW Wealth Partners Boulder, Colorado	$923K	+$36.7K	2	0.42%	Increased
2980	CPR CSU Producer Resources Fairfield, Ohio	$923K	$0	1	4.59%	Maintained
2981	ACM AUA Capital Management Camp Hill, Pennsylvania	$918K	+$376K	8	0.83%	Increased
2982	CCM Concourse Capital Management Atlanta, Georgia	$917K	+$95.9K	2	0.52%	Increased
2983	BWA BlueSky Wealth Advisors New Bern, North Carolina	$916K	$0	2	0.42%	Maintained
2984	TFO Tarbox Family Office Newport Beach, California	$915K	-$47.4K	21	0.45%	Reduced
2985	GC Gruss & Co West Palm Beach, Florida	$910K	-$686K	1	1.03%	Reduced
2986	CG CFO4Life Group Coppell, Texas	$901K	+$168K	2	0.83%	Increased
2987	BCP Berkeley Capital Partners Milton, Georgia	$897K	-$331K	1	0.61%	Reduced
2988	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$893K	$0	2	0.51%	Maintained
2989	IPAM ICICI Prudential Asset Management Mumbai, India	$892K	-$139K	2	3.92%	Reduced
2990	GBA Garrison Bradford & Associates New York	$878K	-$1.19M	1	0.76%	Reduced
2991	OA Opes Advisors Cupertino, California	$870K	+$172K	3	0.54%	Increased
2992	SRSA S.R. Schill & Associates Mercer Island, Washington	$870K	-$325K	1	0.55%	Reduced
2993	RPA Rock Point Advisors Burlington, Vermont	$862K	$0	2	0.41%	Maintained
2994	BWM Biltmore Wealth Management Tempe, Arizona	$855K	+$20.8K	1	0.96%	Increased
2995	VFP Verus Financial Partners Richmond, Virginia	$850K	-$18.9K	2	0.34%	Reduced
2996	CFIC City Financial Investment Company London, United Kingdom	$846K	$0	1	0.09%	Maintained
2997	ESBC E.S. Barr & Co Lexington, Kentucky	$826K	+$24.3K	3	0.09%	Increased
2998	ACP Arcus Capital Partners Atlanta, Georgia	$816K	+$61.4K	3	0.52%	Increased
2999	ACA Ackerman Capital Advisors Dallas, Texas	$808K	+$813K	2	0.34%	New
3000	WCM Windsor Capital Management Phoenix, Arizona	$797K	+$10K	2	0.4%	Increased