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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
3326	MWM Maridea Wealth Management Brooklyn, New York	$17M	+$1.81M	14	1.84%	Increased
3327	KAM Karani Asset Management New York	$17M	-$1.02M	10	12.23%	Reduced
3328	LC Lincoln Capital Lincoln, Nebraska	$17M	-$764K	5	3.02%	Reduced
3329	PWP Precedent Wealth Partners Houston, Texas	$17M	+$3.08M	7	2.82%	Increased
3330	CBT Crews Bank & Trust Wauchula, Florida	$16.9M	-$237K	18	2.21%	Reduced
3331	CA Cortland Associates St Louis, Missouri	$16.9M	+$2.75M	2	2.45%	Increased
3332	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$16.9M	+$5.26M	11	6.95%	Increased
3333	JAM JCIC Asset Management Toronto, Ontario, Canada	$16.9M	$0	6	5.17%	Maintained
3334	CAWM Capital Advisors Wealth Management Yakima, Washington	$16.9M	-$58.9K	4	1.98%	Reduced
3335	SF Slagle Financial Edwardsville, Illinois	$16.9M	-$1.92M	3	5.05%	Reduced
3336	CPWA Cerro Pacific Wealth Advisors San Luis Obispo, California	$16.9M	-$655K	9	3.82%	Reduced
3337	CEI Clark Estates Inc New York	$16.9M	+$617K	9	3.89%	Increased
3338	RMC Ring Mountain Capital Tiburon, California	$16.9M	+$144K	4	7.07%	Increased
3339	NFA Northern Financial Advisors Bloomfield Hills, Michigan	$16.8M	-$388K	6	11.14%	Reduced
3340	APSI Asset Planning Services Inc Covington, Louisiana	$16.8M	-$475K	1	7.14%	Reduced
3341	BMWS Brady Martz Wealth Solutions Grand Forks, North Dakota	$16.8M	+$59.9K	7	2.54%	Increased
3342	OFS OMC Financial Services Dewitt, New York	$16.8M	-$117K	4	5.57%	Reduced
3343	XWM Xcel Wealth Management Holly Hill, Florida	$16.8M	-$1.96M	9	4.01%	Reduced
3344	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$16.8M	+$2.32M	6	2.15%	Increased
3345	LIM Letson Investment Management Atlanta, Georgia	$16.8M	+$698K	7	6.16%	Increased
3346	DAS Daybright Advisory Services Miami, Florida	$16.8M	-$1.36M	3	4.01%	Reduced
3347	RF Robbins Farley Bedford, New Hampshire	$16.8M	+$1.89M	4	6.44%	Increased
3348	MIM Miller Investment Management West Conshohocken, Pennsylvania	$16.8M	+$1.1M	3	1.53%	Increased
3349	SMA Sage Mountain Advisors Atlanta, Georgia	$16.8M	+$2.02M	4	1.03%	Increased
3350	EF Evanson Financial Mclean, Virginia	$16.8M	+$17.9M	15	0.82%	New