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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
3226	DWA Divergent Wealth Advisors South Jordan, Utah	$1.21M	+$981K	12	0.45%	Increased
3227	DOA D'Orazio & Associates Falls Church, Virginia	$1.2M	+$29.8K	7	0.45%	Increased
3228	MCM MV Capital Management Bethesda, Maryland	$1.2M	-$27.1K	11	0.32%	Reduced
3229	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.19M	-$91.9K	3	1.1%	Reduced
3230	AIP Almanack Investment Partners Wayne, Pennsylvania	$1.18M	+$399K	4	0.45%	Increased
3231	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.18M	-$127K	2	0.74%	Reduced
3232	DC Derby & Company Newton, Massachusetts	$1.17M	-$54.5K	2	0.76%	Reduced
3233	AI ArchPoint Investors Coral Gables, Florida	$1.17M	+$257K	6	0.34%	Increased
3234	TIM Tikehau Investment Management Paris, France	$1.17M	+$1.17M	2	0.32%	New
3235	TFF The Family Firm Bethesda, Maryland	$1.15M	-$206K	3	0.45%	Reduced
3236	RQS Ramsey Quantitative Systems Louisville, Kentucky	$1.15M	+$101K	5	1.2%	Increased
3237	NA Nottingham Advisors Amherst, New York	$1.13M	-$87.2K	2	0.19%	Reduced
3238	RWG Regal Wealth Group Seal Beach, California	$1.12M	+$366	5	0.86%	Increased
3239	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$1.11M	+$1.16M	5	0.81%	New
3240	Merit Financial Group Alpharetta, Georgia	$1.1M	+$335K	2	0.22%	Increased
3241	ACM Avalon Capital Management Port Of Redwood City, California	$1.1M	+$762K	2	1.08%	Increased
3242	DDC Daniel Devine & Co Parkland, Florida	$1.09M	+$82.1K	1	0.89%	Increased
3243	CFA Camarda Financial Advisors Fleming Island, Florida	$1.08M	-$32.5K	5	1.12%	Reduced
3244	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$1.08M	+$379K	2	0.13%	Increased
3245	GI Glovista Investments Jersey City, New Jersey	$1.06M	-$14.9K	3	0.24%	Reduced
3246	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$1.06M	+$174K	1	0.83%	Increased
3247	NWM Northwest Wealth Management Spencer, Iowa	$1.06M	+$541K	13	0.79%	Increased
3248	PP PDS Planning Dublin, Ohio	$1.05M	-$6.21K	3	1.06%	Reduced
3249	Obermeyer Wealth Partners Aspen, Colorado	$1.04M	-$318K	2	0.09%	Reduced
3250	CSC Cove Street Capital El Segundo, California	$1.03M	$0	1	0.11%	Maintained