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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	W WealthOne Albany, New York	$1.77M	+$1.22M	4	1.25%	Increased
3377	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$1.77M	+$1.19M	1	0.62%	Increased
3378	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$1.76M	-$18.5K	4	0.81%	Reduced
3379	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$1.76M	-$7.82K	23	1.41%	Reduced
3380	ACG Allen Capital Group Grand Island, Nebraska	$1.76M	-$1.19M	2	0.57%	Reduced
3381	SWM Sanctuary Wealth Management Pocatello, Idaho	$1.76M	+$1.79M	1	1.62%	New
3382	FC FCA Corp Houston, Texas	$1.76M	+$592K	4	0.64%	Increased
3383	DCM Dean Capital Management Overland Park, Kansas	$1.75M	+$949K	3	1.82%	Increased
3384	Avidian Wealth Enterprises Houston, Texas	$1.74M	+$154K	2	0.41%	Increased
3385	IAM Ion Asset Management Herzliya, Israel	$1.74M	-$269M	2	0.44%	Reduced
3386	GAM Gould Asset Management Claremont, California	$1.73M	+$240K	2	0.62%	Increased
3387	BI Ballast Inc Lexington, Kentucky	$1.72M	-$15.4K	2	1.07%	Reduced
3388	EMB Elefante Mark B	$1.72M	+$181K	3	6.68%	Increased
3389	VWA VERITY Wealth Advisors Sausalito, United States	$1.72M	$0	1	1.69%	Maintained
3390	DAM Doheny Asset Management Los Angeles, California	$1.71M	$0	2	1.43%	Maintained
3391	IGGA Iron Gate Global Advisors Nsl, Utah	$1.7M	-$75.5K	2	1.13%	Reduced
3392	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.7M	+$77.3K	5	1.31%	Increased
3393	EWA Evolution Wealth Advisors Aventura, Florida	$1.7M	+$328K	23	0.74%	Increased
3394	DLG Daniel L. Goodwin	$1.7M	$0	3	0.77%	Maintained
3395	MM Meridian Management Little Rock, Arkansas	$1.69M	+$193K	3	0.75%	Increased
3396	AWM AllSquare Wealth Management Albany, New York	$1.69M	-$120K	12	1.26%	Reduced
3397	NorthRock Partners Minneapolis, Minnesota	$1.68M	-$4.26M	1	0.48%	Reduced
3398	RW RVW Wealth Los Angeles, California	$1.68M	+$214K	2	0.4%	Increased
3399	RGNCM R.G. Niederhoffer Capital Management New York	$1.67M	+$1.35M	3	9.72%	Increased
3400	PL PWMCO LLC Chicago, Illinois	$1.67M	-$750K	1	0.41%	Reduced