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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
3076	RBC Roble Belko & Company Sewickley, Pennsylvania	$440K	+$11.9K	16	0.23%	Increased
3077	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$435K	+$488K	1	0.05%	New
3078	AWS AJ Wealth Strategies New York	$432K	+$419K	1	0.22%	New
3079	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$428K	-$257K	2	1.32%	Reduced
3080	RPG Risk Paradigm Group Austin, Texas	$417K	+$53.1K	3	0.46%	Increased
3081	FFW Fusion Family Wealth Woodbury, New York	$406K	+$391K	10	0.24%	New
3082	GA Geller Advisors New York	$398K	-$584K	1	0.24%	Reduced
3083	NCM New Capital Management Houston, Texas	$396K	+$384K	8	0.57%	New
3084	CFG CKW Financial Group Honolulu, Hawaii	$395K	+$457	5	0.14%	Increased
3085	MFP Michael F. Price	$394K	$0	1	0.05%	Maintained
3086	TCM TD Capital Management Memphis, Tennessee	$389K	$0	3	0.12%	Maintained
3087	PTC Provident Trust Company Waukesha, Wisconsin	$382K	$0	1	0.02%	Maintained
3088	Dakota Wealth Management Palm Beach Gardens, Florida	$380K	+$4.99K	1	0.25%	Increased
3089	PS Portfolio Solutions Royal Oak, Michigan	$379K	$0	1	0.05%	Maintained
3090	ZF Zhang Financial Portage, Michigan	$371K	+$18.9K	1	0.2%	Increased
3091	BFG Bouchey Financial Group Troy, New York	$358K	-$17K	1	0.15%	Reduced
3092	HCM Herndon Capital Management Atlanta, Georgia	$355K	-$1.04M	7	0.05%	Reduced
3093	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$354K	+$152	6	0.28%	Increased
3094	HM Harvest Management New York	$354K	+$346K	1	0.21%	New
3095	FRM Foundation Resource Management Little Rock, Arkansas	$353K	$0	1	0.06%	Maintained
3096	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$349K	$0	1	0.09%	Maintained
3097	HP Hartree Partners New York	$343K	+$332K	1	0.71%	New
3098	FIG FundX Investment Group San Francisco, California	$339K	$0	1	0.12%	Maintained
3099	Avidian Wealth Enterprises Houston, Texas	$336K	-$1.13M	1	0.15%	Reduced
3100	BCM Breithorn Capital Management New York	$327K	$0	1	0.23%	Maintained