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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
3451	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$1.4M	+$20.5K	4	0.84%	Increased
3452	OWA Outlook Wealth Advisors Shenandoah, Texas	$1.4M	-$986K	3	1.15%	Reduced
3453	CG Corundum Group Colorado Springs, Colorado	$1.4M	-$1.18M	3	1.6%	Reduced
3454	FCM Force Capital Management New York	$1.39M	+$808K	4	3.25%	Increased
3455	RTS Round Table Services Westfield, New Jersey	$1.39M	+$361K	3	0.48%	Increased
3456	AIA Arbor Investment Advisors Winston Salem, North Carolina	$1.38M	+$431K	2	0.44%	Increased
3457	GIM Guild Investment Management Los Angeles, California	$1.38M	+$1.27M	1	1.8%	New
3458	NIS National Investment Services Milwaukee, Wisconsin	$1.37M	+$322K	1	1.5%	Increased
3459	TCPWM Traverso Chambers Private Wealth Management Santa Rosa, California	$1.37M	+$10.9K	2	0.67%	Increased
3460	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$1.36M	$0	15	4.62%	Maintained
3461	B Brightworth Atlanta, Georgia	$1.36M	+$181K	2	0.28%	Increased
3462	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$1.35M	+$40.6K	2	2.83%	Increased
3463	WSL Western Standard LLC Los Angeles, California	$1.35M	+$1.34M	1	1.2%	New
3464	RWG Regal Wealth Group Seal Beach, California	$1.35M	+$50.6K	5	0.97%	Increased
3465	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$1.33M	+$12.3K	2	0.83%	Increased
3466	SHJ Sharkey, Howes & Javer Denver, Colorado	$1.33M	+$49.4K	6	0.62%	Increased
3467	APC Aspire Private Capital Cornelius, North Carolina	$1.33M	+$284K	26	0.67%	Increased
3468	AIP Ahrens Investment Partners Lafayette, Louisiana	$1.31M	-$430K	1	0.6%	Reduced
3469	GAM Gould Asset Management Claremont, California	$1.31M	$0	1	0.49%	Maintained
3470	AP Advisors Preferred Rockville, Maryland	$1.31M	+$1.1M	3	0.41%	Increased
3471	CFS Ceros Financial Services Rockville, Maryland	$1.31M	+$1.26M	3	0.41%	New
3472	FEM Fulcrum Equity Management Plano, Texas	$1.3M	-$1.14M	3	0.45%	Reduced
3473	PP PDS Planning Dublin, Ohio	$1.3M	-$44.1K	3	1.01%	Reduced
3474	RWM Raffa Wealth Management Washington, District of Columbia	$1.3M	-$1.58M	30	0.52%	Reduced
3475	SCI Stableford Capital II Scottsdale, Arizona	$1.29M	-$149K	1	1.07%	Reduced