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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
3376	BIA Barry Investment Advisors New Bedford, Massachusetts	$559K	+$45.2K	1	0.21%	Increased
3377	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$557K	+$39.4K	5	0.46%	Increased
3378	LA LexAurum Advisors Overland Park, Kansas	$557K	-$24.8K	1	0.47%	Reduced
3379	Allstate Corporation Northbrook, Illinois	$556K	+$11.2K	1	0.02%	Increased
3380	AWA Alaska Wealth Advisors Anchorage, Alaska	$546K	-$23K	2	0.19%	Reduced
3381	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$538K	+$64K	1	0.49%	Increased
3382	FIG FundX Investment Group San Francisco, California	$538K	+$151	2	0.28%	Increased
3383	TI Telemetry Investments New York	$537K	+$323K	2	0.2%	Increased
3384	FA Fortis Advisors Wayne, Pennsylvania	$533K	-$57.7K	4	0.29%	Reduced
3385	MC MIG Capital Newport Beach, California	$531K	+$525K	2	0.08%	New
3386	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$526K	+$76.5K	10	0.31%	Increased
3387	SCM Stordahl Capital Management Greenwood Village, Colorado	$520K	-$23.8K	2	0.25%	Reduced
3388	WAM Watermark Asset Management San Ramon, California	$518K	-$57.5K	7	0.22%	Reduced
3389	DC Diametric Capital Boston, Massachusetts	$513K	-$1.16M	1	0.39%	Reduced
3390	PWA Peterson Wealth Advisors Orem, Utah	$506K	$0	1	0.42%	Maintained
3391	NCM New Capital Management Houston, Texas	$505K	-$14.9K	9	1.31%	Reduced
3392	CM Capital Management Glen Allen, Virginia	$488K	-$4.05M	2	0.13%	Reduced
3393	BT Brandywine Trust Hockessin, Delaware	$485K	$0	1	0.43%	Maintained
3394	FMA FNY Managed Accounts New York	$483K	-$181K	16	0.58%	Reduced
3395	PP PrairieView Partners St. Paul, Minnesota	$483K	-$7.17K	2	0.12%	Reduced
3396	FWSM First Wilshire Securities Management Pasadena, California	$482K	$0	2	0.13%	Maintained
3397	FAG Financial Advisory Group Houston, Texas	$478K	+$26.2K	1	0.14%	Increased
3398	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$478K	+$91	1	0.27%	Increased
3399	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$471K	+$222K	7	0.32%	Increased
3400	PEA Pacific Edge Advisors Corona Del Mar, California	$471K	+$472K	1	0.29%	New