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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	AIA Armor Investment Advisors Raleigh, North Carolina	$1.45M	-$11.4K	2	1.29%	Reduced
3227	SLT St Louis Trust Saint Louis, Missouri	$1.45M	$0	3	0.5%	Maintained
3228	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.44M	-$2.51K	2	0.86%	Reduced
3229	B Bridgeworth Birmingham, Alabama	$1.43M	-$24.5K	3	0.79%	Reduced
3230	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.42M	+$394K	9	1.43%	Increased
3231	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$1.4M	-$139K	18	0.92%	Reduced
3232	RIS Retirement Income Solutions Ann Arbor, Michigan	$1.38M	+$179K	4	0.77%	Increased
3233	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$1.37M	-$3.83K	3	1.13%	Reduced
3234	RWG Regal Wealth Group Seal Beach, California	$1.37M	+$237	5	0.94%	Increased
3235	TFCP Twin Focus Capital Partners Boston, Massachusetts	$1.36M	-$47.6K	1	0.7%	Reduced
3236	KWA KCS Wealth Advisory Los Angeles, California	$1.35M	-$71.2K	4	1.25%	Reduced
3237	RVPG Relative Value Partners Group	$1.34M	$0	1	0.15%	Maintained
3238	BWM Biltmore Wealth Management Tempe, Arizona	$1.34M	+$764K	2	1.11%	Increased
3239	DA Doliver Advisors Houston, Texas	$1.34M	+$446K	3	0.55%	Increased
3240	P8IP Pier 88 Investment Partners San Francisco, California	$1.33M	-$615K	7	0.58%	Reduced
3241	TC Travelers Companies Saint Paul, Minnesota	$1.33M	+$1.54M	1	11.27%	New
3242	PP PDS Planning Dublin, Ohio	$1.32M	+$102K	3	1.13%	Increased
3243	SHA Seneca House Advisors Richmond, Virginia	$1.31M	+$495K	3	1.03%	Increased
3244	SFC SYM Financial Corp Winona Lake, Indiana	$1.31M	+$482K	3	0.73%	Increased
3245	GI Glovista Investments Jersey City, New Jersey	$1.3M	-$114K	3	0.34%	Reduced
3246	FC FCA Corp Houston, Texas	$1.3M	+$634K	4	0.5%	Increased
3247	MM Meridian Management Little Rock, Arkansas	$1.29M	$0	1	0.56%	Maintained
3248	BWA BlueSky Wealth Advisors New Bern, North Carolina	$1.29M	$0	3	0.49%	Maintained
3249	NWM Northwest Wealth Management Spencer, Iowa	$1.28M	-$7.11K	13	0.96%	Reduced
3250	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$1.28M	+$302K	3	0.89%	Increased