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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
3526	ONSWM Old North State Wealth Management Wilmington, North Carolina	$14.7M	+$1.48M	6	6.29%	Increased
3527	MWA Midland Wealth Advisors Effingham, Illinois	$14.7M	-$96K	5	0.69%	Reduced
3528	PWA Pitcairn Wealth Advisors Conshohocken, Pennsylvania	$14.7M	-$4.89M	10	1.61%	Reduced
3529	EMC Everest Management Corp Cupertino, California	$14.7M	+$757K	8	5.47%	Increased
3530	HCM Hillman Capital Management Bethesda, Maryland	$14.7M	+$2.16M	8	10.61%	Increased
3531	TW ticino wealth Mission Viejo, California	$14.6M	-$1.85M	8	4.62%	Reduced
3532	GA Greenspring Advisors Towson, Maryland	$14.6M	+$1.11M	4	0.81%	Increased
3533	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$14.6M	-$483K	6	2.44%	Reduced
3534	HNW High Note Wealth Deephaven, Minnesota	$14.6M	+$74.5K	48	2.49%	Increased
3535	XWL XXI Wealth LLC Chicago, Illinois	$14.6M	+$497K	7	6.71%	Increased
3536	MPIM McGinn Penninger Investment Management Alexandria, Virginia	$14.6M	+$5.17M	2	8.88%	Increased
3537	LIA LBMC Investment Advisors Brentwood, Tennessee	$14.6M	+$577K	7	0.79%	Increased
3538	DCU Dara Capital US Miami, Florida	$14.6M	-$11.5M	14	10.04%	Reduced
3539	CCG Cloverfields Capital Group Minneapolis, Minnesota	$14.5M	-$3.02M	3	4.4%	Reduced
3540	RS Retirement Solution Redmond, Washington	$14.5M	+$4.93M	4	2.84%	Increased
3541	IIA Integral Investment Advisors Turlock, California	$14.5M	+$761K	7	3.2%	Increased
3542	RFG Range Financial Group Tigard, Oregon	$14.5M	+$4.32M	12	3.97%	Increased
3543	BPWM BCS Private Wealth Management Rumson, New Jersey	$14.5M	-$2.65M	5	4.37%	Reduced
3544	FWP Forefront Wealth Partners Austin, Texas	$14.5M	-$144K	12	4.5%	Reduced
3545	AAG Armstrong Advisory Group Needham, Massachusetts	$14.5M	-$312K	29	0.88%	Reduced
3546	PFG Prosperity Financial Group San Ramon, California	$14.5M	+$286K	8	4.49%	Increased
3547	CloudAlpha Capital Management Hong Kong	$14.5M	-$57.3M	1	0.41%	Reduced
3548	FCMT Founders Capital Management (Texas) Houston, Texas	$14.4M	-$224K	12	6.24%	Reduced
3549	LCM Lazari Capital Management Woodland Hills, California	$14.4M	+$431K	7	4.44%	Increased
3550	CPM Crescent Park Management East Palo Alto, California	$14.4M	+$6.05M	3	35.63%	Increased