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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
3201	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.4M	-$138K	10	0.99%	Reduced
3202	TFO Tarbox Family Office Newport Beach, California	$1.39M	-$34K	23	0.54%	Reduced
3203	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$1.38M	-$32.8K	20	0.98%	Reduced
3204	TFCP Twin Focus Capital Partners Boston, Massachusetts	$1.38M	+$10.3K	1	0.71%	Increased
3205	MA MANA Advisors New York	$1.38M	-$4.23M	2	7.35%	Reduced
3206	PW Price Wealth Austin, Texas	$1.38M	-$144K	19	0.52%	Reduced
3207	TAM Trust Asset Management Houston, Texas	$1.38M	+$1.3M	8	0.54%	Increased
3208	RCC Red Cedar Capital Omaha, Nebraska	$1.38M	$0	5	1.24%	Maintained
3209	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.35M	+$142K	4	1.22%	Increased
3210	HCM HGI Capital Management New York	$1.33M	+$1.45M	2	0.57%	New
3211	KWA KCS Wealth Advisory Los Angeles, California	$1.33M	-$83.5K	3	1.24%	Reduced
3212	AIA Armor Investment Advisors Raleigh, North Carolina	$1.33M	-$558	2	1.19%	Reduced
3213	DDC Daniel Devine & Co Parkland, Florida	$1.32M	+$113K	1	1.05%	Increased
3214	BI Ballast Inc Lexington, Kentucky	$1.31M	+$22.2K	2	1.02%	Increased
3215	SLT St Louis Trust Saint Louis, Missouri	$1.31M	-$1.81M	3	0.44%	Reduced
3216	GAM Gould Asset Management Claremont, California	$1.3M	-$10.2K	2	0.56%	Reduced
3217	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1.3M	-$18.4K	15	0.47%	Reduced
3218	BAWC Black-and-white Capital Los Angeles, California	$1.3M	-$217K	1	0.16%	Reduced
3219	EA Elm Advisors Burlingame, California	$1.3M	-$56.1K	2	1%	Reduced
3220	BW Biegel & Waller Columbia, Maryland	$1.29M	+$297K	2	0.8%	Increased
3221	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$1.29M	+$2.42K	2	0.56%	Increased
3222	Mather Group Chicago, Illinois	$1.28M	+$969K	1	0.13%	Increased
3223	BWA BlueSky Wealth Advisors New Bern, North Carolina	$1.26M	-$492K	3	0.48%	Reduced
3224	FAM Fortaleza Asset Management Chicago, Illinois	$1.26M	-$1.32M	14	10.24%	Reduced
3225	FUBT First United Bank & Trust Oakland, Maryland	$1.25M	-$10.7K	2	0.83%	Reduced