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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	DII Domini Impact Investments New York	$1.05M	+$197K	3	16.17%	Increased
3527	LP LGL Partners Philadelphia, Pennsylvania	$1.05M	+$983K	3	0.4%	New
3528	BWP BSW Wealth Partners Boulder, Colorado	$1.04M	+$26.3K	2	0.41%	Increased
3529	TF Trek Financial Scottsdale, Arizona	$1.04M	+$302K	2	0.19%	Increased
3530	CA Continuum Advisory Eagle, Idaho	$1.04M	-$664K	2	0.78%	Reduced
3531	PAM PVG Asset Management Golden, Colorado	$1.03M	-$1.35M	1	0.93%	Reduced
3532	LA LexAurum Advisors Overland Park, Kansas	$1.03M	+$118K	1	0.68%	Increased
3533	FC FCA Corp Houston, Texas	$1.02M	+$103K	3	0.4%	Increased
3534	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$1.02M	-$137K	10	0.73%	Reduced
3535	TC Trilogy Capital Irvine, California	$1.02M	+$93.2K	2	0.12%	Increased
3536	SAM Steinberg Asset Management New York	$1.01M	-$1.49M	1	0.91%	Reduced
3537	GPC Glacier Peak Capital Bellevue, Washington	$1.01M	+$932K	1	0.92%	New
3538	PEA Pacific Edge Advisors Corona Del Mar, California	$1.01M	+$134K	3	0.61%	Increased
3539	Shelton Capital Management Denver, Colorado	$1M	-$103M	33	3.95%	Reduced
3540	Foundations Investment Advisors Phoenix, Arizona	$999K	+$149K	2	0.17%	Increased
3541	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$998K	-$92.1K	2	0.1%	Reduced
3542	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$995K	-$8.27K	2	0.24%	Reduced
3543	EVC Eidelman Virant Capital Saint Louis, Missouri	$992K	$0	1	0.7%	Maintained
3544	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$988K	-$47.8K	2	0.45%	Reduced
3545	BAM Baldrige Asset Management Allentown, Pennsylvania	$985K	+$912K	2	0.96%	New
3546	TCM Towercrest Capital Management Newtown, Pennsylvania	$984K	+$223K	2	0.28%	Increased
3547	NA Nottingham Advisors Amherst, New York	$982K	-$110K	2	0.14%	Reduced
3548	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$982K	+$675K	2	0.63%	Increased
3549	DCM Dimension Capital Management Coral Gables, Florida	$979K	-$44.6K	1	0.42%	Reduced
3550	CWM Cedar Wealth Management Walnut Creek, California	$975K	-$84.8K	1	0.61%	Reduced