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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	SIS Susquehanna International Securities Dublin, Ireland	$1.11M	+$1.01M	1	0.36%	New
3527	NAH Neumann Advisory (HK) Central, Hong Kong	$1.09M	$0	1	0.6%	Maintained
3528	DCM Dimension Capital Management Coral Gables, Florida	$1.08M	-$29.5K	1	0.37%	Reduced
3529	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$1.08M	-$17K	2	0.45%	Reduced
3530	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$1.07M	-$11.7K	2	0.75%	Reduced
3531	PA Parkside Advisors Berkeley, California	$1.07M	+$64.4K	2	0.59%	Increased
3532	SAM Steinberg Asset Management New York	$1.07M	$0	1	1.01%	Maintained
3533	LP LGL Partners Philadelphia, Pennsylvania	$1.07M	-$53.7K	3	0.42%	Reduced
3534	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$1.06M	-$25.6K	2	0.66%	Reduced
3535	WCM WealthBridge Capital Management Westerville, Ohio	$1.06M	-$1.1M	2	0.97%	Reduced
3536	HWA HHM Wealth Advisors Chattanooga, Tennessee	$1.06M	+$102K	1	0.62%	Increased
3537	BAMG Brand Asset Management Group Chesterfield, Missouri	$1.05M	+$106K	16	0.69%	Increased
3538	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.05M	-$50.8K	1	0.35%	Reduced
3539	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1.05M	+$7.74K	2	0.28%	Increased
3540	TK TIAA Kaspick Boston, Massachusetts	$1.04M	+$1.22M	1	0.32%	Increased
3541	EFL ERn Financial LLC Middleton, Wisconsin	$1.04M	-$156K	2	0.78%	Reduced
3542	DII Domini Impact Investments New York	$1.03M	-$114K	3	14.34%	Reduced
3543	LFG LifePlan Financial Group Dayton, Ohio	$1.03M	+$31.9K	13	0.5%	Increased
3544	TCB Texas Capital Bancshares Dallas, Texas	$1.03M	+$108K	2	1.72%	Increased
3545	ACM Alethea Capital Management Mercer Island, Washington	$1.02M	$0	3	0.66%	Maintained
3546	APC Aspire Private Capital Cornelius, North Carolina	$1.02M	-$379K	24	0.49%	Reduced
3547	NIS National Investment Services Milwaukee, Wisconsin	$1.01M	$0	1	1.17%	Maintained
3548	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$1.01M	+$2.03K	2	0.23%	Increased
3549	EPA Element Pointe Advisors Miami, Florida	$1.01M	+$15.9K	1	0.57%	Increased
3550	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$1M	-$28.8K	1	0.59%	Reduced