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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
3551	ACM Alethea Capital Management Mercer Island, Washington	$973K	-$1.19M	3	0.69%	Reduced
3552	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$969K	-$1.05M	1	0.32%	Reduced
3553	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$969K	-$3.86M	2	0.73%	Reduced
3554	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$963K	+$178K	2	0.27%	Increased
3555	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$962K	+$889K	3	1.5%	New
3556	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$948K	-$81.6K	1	0.88%	Reduced
3557	NAH Neumann Advisory (HK) Central, Hong Kong	$948K	$0	1	0.5%	Maintained
3558	IDA Intelligence Driven Advisers Carlsbad, California	$945K	+$227K	2	0.52%	Increased
3559	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$945K	+$2.18K	1	0.81%	Increased
3560	LFG LifePlan Financial Group Dayton, Ohio	$944K	+$11.1K	13	0.5%	Increased
3561	FA Fortis Advisors Wayne, Pennsylvania	$942K	+$75.2K	7	0.49%	Increased
3562	DP Denver PWM Denver, Colorado	$931K	+$655	2	0.61%	Increased
3563	PA Parkside Advisors Berkeley, California	$927K	-$81.8K	2	0.53%	Reduced
3564	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$920K	$0	2	0.15%	Maintained
3565	AEPG American Economic Planning Group Warren, New Jersey	$915K	-$66.6K	2	0.29%	Reduced
3566	VCP Vista Capital Partners Portland, Oregon	$915K	+$214K	2	0.19%	Increased
3567	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$912K	+$132K	1	0.58%	Increased
3568	NWA New World Advisors Hingham, Massachusetts	$899K	+$363K	9	0.64%	Increased
3569	NWM Northwest Wealth Management Spencer, Iowa	$898K	-$97.6K	11	0.68%	Reduced
3570	HFA Hoover Financial Advisors Malvern, Pennsylvania	$896K	+$12.3K	2	0.86%	Increased
3571	Tenor Capital Management New York	$895K	+$739K	1	0.05%	New
3572	AWM Alterna Wealth Management Houston, Texas	$892K	-$14.8M	2	0.75%	Reduced
3573	VCM Virtue Capital Management Brentwood, Tennessee	$886K	+$48.3K	2	0.31%	Increased
3574	RAM Riggs Asset Management Dallas, Pennsylvania	$883K	+$603	6	0.6%	Increased
3575	Truepoint Inc Cincinnati, Ohio	$883K	-$96.5K	2	0.08%	Reduced