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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	ACM Avalon Capital Management Port Of Redwood City, California	$874K	-$97.8K	2	0.93%	Reduced
3527	CWM CCG Wealth Management San Diego, California	$872K	+$903K	1	0.85%	New
3528	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$872K	-$304K	2	0.8%	Reduced
3529	PC Pecaut & Co Sioux City, Iowa	$867K	$0	1	0.72%	Maintained
3530	APC Aspire Private Capital Cornelius, North Carolina	$866K	+$912K	23	0.5%	New
3531	DP Denver PWM Denver, Colorado	$865K	-$21.9K	2	0.62%	Reduced
3532	PCMC Private Capital Management (Colorado) Denver, Colorado	$864K	+$912K	1	0.74%	New
3533	BWP BSW Wealth Partners Boulder, Colorado	$846K	-$1.76M	2	0.32%	Reduced
3534	SFA Semmax Financial Advisors Winston Salem, North Carolina	$839K	+$881K	12	0.65%	New
3535	NWM Northwest Wealth Management Spencer, Iowa	$835K	-$277K	11	0.71%	Reduced
3536	Truepoint Inc Cincinnati, Ohio	$835K	-$82.8K	2	0.08%	Reduced
3537	AEPG American Economic Planning Group Warren, New Jersey	$831K	-$1.8K	2	0.27%	Reduced
3538	TD Ameritrade Investment Management Omaha, Nebraska	$825K	+$267K	14	0.01%	Increased
3539	1NWS 1 North Wealth Services Annapolis, Maryland	$813K	+$771K	16	0.68%	New
3540	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$812K	-$92.3M	1	0.03%	Reduced
3541	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$812K	+$856K	1	0.88%	New
3542	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$808K	+$853K	1	0.79%	New
3543	FWM Foresight Wealth Management Draper, Utah	$804K	+$848K	1	0.85%	New
3544	FC FCA Corp Houston, Texas	$798K	-$437K	2	0.36%	Reduced
3545	RCG Ruggie Capital Group Tavares, Florida	$796K	+$565K	17	0.36%	Increased
3546	CF Copperwynd Financial Scottsdale, Arizona	$788K	-$1.3M	2	0.49%	Reduced
3547	LPWM Lake Point Wealth Management Rockwall, Texas	$788K	+$822K	16	0.29%	New
3548	PW Price Wealth Austin, Texas	$787K	+$8.32K	6	0.33%	Increased
3549	LFG LifePlan Financial Group Dayton, Ohio	$785K	+$1.18K	13	0.49%	Increased
3550	DLHL Donald L. Hagan LLC Sarasota, Florida	$779K	+$107	1	0.72%	Increased