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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
3476	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.05M	$0	1	0.72%	Maintained
3477	HCM Hudson Capital Management Ramsey, New Jersey	$1.05M	+$193K	3	0.76%	Increased
3478	PFA Pathway Financial Advisors South Burlington, Vermont	$1.04M	$0	2	0.59%	Maintained
3479	TA TCG Advisors Austin, Texas	$1.04M	+$1.14M	2	1.05%	New
3480	Robertson Stephens Wealth Management San Francisco, California	$1.04M	+$1.1M	1	1.04%	New
3481	ST Sentinel Trust Houston, Texas	$1.04M	-$2.21M	1	0.32%	Reduced
3482	CIM Corda Investment Management Houston, Texas	$1.03M	-$4.82K	1	0.13%	Reduced
3483	Close Asset Management London, United Kingdom	$1.03M	-$220M	7	0.11%	Reduced
3484	PWM PRW Wealth Management Quincy, Massachusetts	$1.02M	+$1.03M	35	1.26%	New
3485	B Brightworth Atlanta, Georgia	$1.01M	-$572K	1	0.23%	Reduced
3486	SLT St Louis Trust Saint Louis, Missouri	$1M	-$227K	2	0.36%	Reduced
3487	MWP Moller Wealth Partners	$993K	+$988K	3	0.65%	New
3488	HPC Hobart Private Capital Charlotte, North Carolina	$988K	-$788K	4	0.85%	Reduced
3489	B Bridgeworth Birmingham, Alabama	$985K	-$244K	2	0.56%	Reduced
3490	VC Voit & Company Brookfield, Wisconsin	$981K	+$1.02M	4	1.23%	New
3491	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$980K	-$716K	9	0.76%	Reduced
3492	FWCM First Western Capital Management Los Angeles, California	$976K	-$641K	3	8.86%	Reduced
3493	RIS Retirement Income Solutions Ann Arbor, Michigan	$969K	-$229K	3	0.63%	Reduced
3494	PAG Pinnacle Advisory Group Columbia, Maryland	$966K	+$212K	2	0.07%	Increased
3495	ARG Advisory Resource Group Tulsa, Oklahoma	$964K	+$1.02M	1	0.59%	New
3496	PAWC P.A.W. Capital Greenwich, Connecticut	$963K	+$536K	2	1.21%	Increased
3497	BT Brandywine Trust Hockessin, Delaware	$954K	+$523K	2	0.93%	Increased
3498	SPL Smart Portfolios LLC Seattle, Washington	$954K	+$85.5K	9	0.74%	Increased
3499	Pure Financial Advisors San Diego, California	$947K	+$86.7K	1	0.19%	Increased
3500	SA SRH Advisors Salina, Kansas	$947K	-$19.5K	8	3.63%	Reduced