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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
3351	BWM Biltmore Wealth Management Tempe, Arizona	$557K	-$1.6K	1	0.5%	Reduced
3352	FA Fortis Advisors Wayne, Pennsylvania	$554K	-$6.56K	2	0.34%	Reduced
3353	LWA Lowe Wealth Advisors Columbia, Maryland	$552K	-$6.44K	8	0.34%	Reduced
3354	TF TLWM Financial San Antonio, Texas	$552K	+$511K	1	0.43%	New
3355	SHA Seneca House Advisors Richmond, Virginia	$551K	+$535K	2	0.47%	New
3356	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$550K	+$557K	4	0.48%	New
3357	AWA Alaska Wealth Advisors Anchorage, Alaska	$547K	+$533K	2	0.2%	New
3358	WAM Watermark Asset Management San Ramon, California	$545K	+$2.36K	7	0.23%	Increased
3359	GA Gateway Advisory Westfield, New Jersey	$544K	+$523K	2	0.15%	New
3360	PFA Paradigm Financial Advisors Des Peres, Missouri	$531K	-$220K	1	0.24%	Reduced
3361	Dynasty Wealth Management St. Petersburg, Florida	$530K	+$508K	1	0.92%	New
3362	Private Management Group Irvine, California	$528K	-$288K	1	0.03%	Reduced
3363	SCM Stordahl Capital Management Greenwood Village, Colorado	$526K	+$513K	2	0.25%	New
3364	FIG FundX Investment Group San Francisco, California	$520K	+$211K	2	0.26%	Increased
3365	RFO RiverGlades Family Offices Naples, Florida	$519K	+$517K	1	0.43%	New
3366	BFG Bouchey Financial Group Troy, New York	$516K	-$10.7K	1	0.15%	Reduced
3367	BIA Barry Investment Advisors New Bedford, Massachusetts	$515K	+$8.87K	1	0.19%	Increased
3368	Allstate Corporation Northbrook, Illinois	$511K	+$40.6K	1	0.03%	Increased
3369	DII Domini Impact Investments New York	$509K	+$261K	2	10.43%	Increased
3370	KLI Kelman-Lazarov Inc Memphis, Tennessee	$505K	+$212K	2	0.26%	Increased
3371	NWM Northwest Wealth Management Spencer, Iowa	$501K	+$481K	1	0.41%	New
3372	PA Parkside Advisors Berkeley, California	$499K	-$200K	1	0.35%	Reduced
3373	BT Brandywine Trust Hockessin, Delaware	$495K	$0	1	0.42%	Maintained
3374	LCM Lafitte Capital Management Austin, Texas	$492K	$0	1	0.2%	Maintained
3375	CFN Cordasco Financial Network Naples, Florida	$491K	+$56.5K	3	0.51%	Increased